The UHNW Institute’s January Monthly Theme – Collaboration: Strategic Planning

Happy New Year!

Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. For January, we’ll explore the theme of Collaboration: Strategic Planning, with an assortment of resources to help you deepen your knowledge and understanding of this compelling topic.

With this theme in mind, as we gear up for 2024 and introduce new programming and events, we begin with the basics of any new year: RESOLUTIONS.

It’s not too late to create your “Top 4 for 2024.” Here are ours:

  1. Collaborate with other like-minded brands and organizations we trust
  2. Update our Strategic Plan for 2024 and beyond and break it into manageable action items to achieve it
  3. Build on our Community Forum connections to support our member needs
  4. Develop the first industry-wide Emerging Leaders Cohort and Mentorship Program

We look forward to sharing details of these initiatives in the coming month. In the meantime, mark your calendar for the upcoming events for January 2024.

In support of January’s theme, we encourage you to explore our Resource Library for related topics on strategic collaboration, including a selection of books, articles, podcasts and our new Resource Toolkit — a monthly theme-based selection of tools that align with our featured content, highlighted below.

Please enjoy the following tools and resources for members to explore this month to help deepen their knowledge and understanding of this compelling topic.




Even the largest and most complex teams can work together effectively if the right conditions are in place.

Smart collaboration generates profits, loyalty, talent and innovation. So, what are you waiting for?

Evolution gave us two brain functions: the Connected Brain for growth and the Safety Brain for protection. Society prioritizes the latter, limiting creativity and resilience.

Embracing and achieving integration in UHNW services are becoming increasingly important. Discover the issues, benefits and challenges involved in integrating services.

Professional service firms face a serious challenge. Their clients increasingly need them to solve complex problems―everything from regulatory compliance to cybersecurity, the kinds of problems that only teams of multidisciplinary experts can tackle.


If you have any questions about this month’s theme or are interested in joining The UHNW Institute, please do not hesitate to contact us.