The UHNW Institute

As we gather to celebrate Thanksgiving, The UHNW Institute extends heartfelt gratitude to our members, Educational Partners, and the entire community. Your unwavering support and dedication have been instrumental in advancing our mission to elevate the wealth management industry. May your holiday be filled with joy, reflection, and cherished moments with loved ones. Happy Thanksgiving!

UHNW Institute thought leaders Kim Kamin and Jim Grubman share actionable strategies for adopting the Wealth 3.0 paradigm in their article, How to Be a Wealth 3.0 Attorney - Practical Approaches That Foster Integrated Services. The piece addresses key challenges attorneys face, such as managing conflicts of interest and confidentiality, and provides sample language for engagement letters. Learn how to integrate Wealth 3.0 principles into your legal practice. Learn more: https://lnkd.in/ghMTgSRQ #UHNW #wealth3.0 #legaladvisors

Family Wealth Report?shines a spotlight on?The UHNW Institute’s Wealthesaurus, the new, groundbreaking glossary unveiled at the Institute's Symposium in New York last week. This comprehensive resource defines essential terms, offering clarity for advisors and families alike. The article explores the glossary's potential as an educational tool and highlights a broader Institute initiative, Integrated Family Wealth Management.?Using its?Ten Domains of Family Wealth? as a foundation, The Institute has developed its “Multiphasic Service Model” (MSM), and an “Advisory Business Models Grid”, which will allow firms and families to compare firms’ approaches for delivering those services through an upcoming survey. Read the full article here https://lnkd.in/gw-2aKcn #UHNW #familywealthadvising #wealthmanagement

The Fourth Annual UHNW Institute Symposium wrapped up, and we're truly grateful to our Educational Partners for making it possible: Andersen, Brown Advisory, Family Wealth Report, Key Private Bank , Matter Family Office, Mayo Clinic Executive Health, PKF O'Connor Davies, PwC, Strategic Philanthropy, Ltd., UBS, Wealth Matters Consulting and Wilmington Trust. This year's Symposium unveiled industry changing thoughts, ideas and resources in regards to integrated family wealth advising. With informative discussions, fresh service models and strategies and the opportunity to build lasting industry connections, attendees were energized by the shared expertise and networking opportunities. We look forward to next year's event! https://lnkd.in/gwJRB6q2 #UHNW #wealthmanagement #familywealth #networking

How can advisors meet the needs of modern families? Members, join us on December 12 at 12 noon ET for our last webinar of 2024, Serving the Whole Client: A Conversation on Holistic Advisory of Modern Families. This session will explore the concept of modern families—diverse households that include LGBTQ families, single parents and women taking charge of wealth. Learn how to build meaningful relationships, develop fluency in key concepts and enhance your ability to support these families' long-term goals. What to expect: -Insights into the changing family dynamic -Practical case studies to improve your advisory approach -Competencies to support holistic goals across family wealth Don't miss this opportunity to grow your skill set. Register here: https://lnkd.in/e4qCSYvc #UHNWI?#modernfamilies #professionalgrowth

As we conclude the Fourth Annual UHNW Institute Symposium, we’re filled with gratitude for everyone who made this gathering so successful. It was wonderful reconnecting with familiar faces and warmly welcoming new ones. A heartfelt thank you to our exceptional speakers and dedicated Educational Partners who helped make this event truly memorable. Together, we continue to strengthen the path forward in family wealth advising. See you next year! Wealth Matters Consulting Matter Family Office UBS Family Wealth Report Strategic Philanthropy, Ltd. Andersen Brown Advisory PwC KeyBank Wilmington Trust PKF O'Connor Davies Mayo Clinic Executive Health Stacy Allred Andrea Ayres Joe Calabrese Kevin Casey Betsy Erickson Kelly Lora Ewart Charles B Grace III Jim Grubman Wallace (Wally) Head Richard Joyner Kristin Keffeler, MSM, MAPP Tom McCullough Doris Meister Steve Prostano Michael Zeuner #UHNW #familywealth #wealthmanagement #2024UHNWInstituteSymposium

We had an informative afternoon at the Symposium, gaining practical takeaways from?Joe Calabrese?and?Kevin Casey?on the financial drivers behind Integrated Wealth Management?(IWM). Their session,?Maximizing Value: Financial Drivers Behind Integrated Wealth Management, shed light on how integrated services can create firm value, boost client satisfaction and support growth. Later, a panel of key industry thought leaders, including?Tom McCullough,?Steve Prostano,?Betsy Erickson,?Richard Joyner,?Doris Meister?and?Michael Zeuner,?featured insights on effective service delivery models, with examples of real-world approaches that are making a difference for UHNW families. Check out some of our favorite pictures from the afternoon sessions below. #UHNW #familywealth #integratedwealthmanagement #2024UHNWInstituteSymposium

We had a fantastic morning at the Symposium, hearing from?Andrea Ayres, Kelly Lora Ewart, Charles B Grace III and?Kristin Keffeler, MSM, MAPP?on how UHNW family needs are evolving, with a structured approach for advisors to address their growing complexities. During our mid-morning session,?Jim Grubman?and?Wallace (Wally) Head shared essential tools, like the all-new Wealthesaurus glossary, Multiphasic Service Model (MSM) and Advisory Business Models Survey and Grid – designed to help firms match their services to the client needs identified in the Ten Domains of Family Wealth?. #UHNW #Wealthesaurus #MultiphasicServiceModel #familywealth #integratedwealthmanagement #2024UHNWInstituteSymposium

This year’s Symposium began with The Institute’s first proprietary training session on the Ten Domains of Family Wealth?, led by?Stacy Allred,?Jim Grubman?and?Tom McCullough. Through a case study of a UHNW family, we explored the changing needs across generations and collaborative approaches for advisors. Attendees engaged in thoughtful discussions on integrating services across firms. Take a look at a highlight from this session below! #UHNW #TenDomainsofFamilyWealth #familywealth #integratedwealthmanagement #2024UHNWInstituteSymposium

The Fourth Annual UHNW Institute Symposium is just days away, and we’re excited to share our final lineup of speakers and agenda highlights! Join us in NYC or virtually for insightful discussions on the progressing needs of UHNW families and innovative service frameworks shaping impactful wealth management. ? Preview the sessions with?Family Wealth Report’s article that offers an exclusive look at what’s in store—covering essential topics and groundbreaking tools like the Wealthesaurus, Ten Domains of Family Wealth, and more. ? Read the FWR article here:?https://lnkd.in/ew84aGHq Explore the full agenda here: https://lnkd.in/efgFut8M #UHNW #wealthmanagement