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Collegium IX: Human Capital and Its Many Dimensions
The UHNW Institute’s ninth Collegium brought together leaders from across the wealth management ecosystem to explore one of the industry’s most pressing challenges: the human capital required to deliver truly integrated service. Through presentations, discussion,…
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Meet the Experts: Susan Winer, Strategic Philanthropy, Ltd.
Dennis Jaffe, PhD interviews Susan Winer, the domain champion for Social Impact and Philanthropy. The…
Meet the Experts: Tom McCullough, Integrated Financial Management
Dennis Jaffe, PhD interviews Tom McCullough, The UHNW Institute champion overseeing the Integrated Financial Management…
Two Family Pillars
Thanks to Dennis Jaffe and Jim Grubman for sharing this article that addresses how complex…
Meet the Experts: Arden O’Connor, Health and Wellness
Dennis Jaffe, PhD interviews Arden O’Connor, the domain champion overseeing Health and Wellness, on issues…
Editor’s Corner: A Leap Forward
Bob Casey, Editor in Chief, shares insights on the exciting announcement that Columbia University's School…
The 10 Domains of Family Wealth Supplement
In this white paper, the Institute provides a detailed look at the 10 Domains of…