The UHNW Institute

Today, the UHNW Institute library has reached an important milestone: 500 published resources! This growing collection is a testament to the expertise and generosity of our members, domain faculty and chairs and leadership—those who develop programs, author articles, record podcasts and contribute invaluable materials. The strength of this library reflects the strength of our community. Thank you to all who have made this possible. #UHNWInstitute #500Resources #Knowledge #Leadership

Announcing the UHNW Institute Women's Leadership Summit – our signature event created exclusively for women in wealth management to connect, share expertise and lead with impact. Held April 30 – May 1 in Palm Beach, Florida, this event brings together female advisors, thought leaders and family decision makers for in-depth discussions on the wealth shift of the century. Registration for members is now open—secure your spot today. https://lnkd.in/eVSYGZXe #UHNW #WomensLeadership #WealthManagement #FinancialLeadership

Join Family Wealth Report?in New York on April 23 and 24 for the Family Wealth Report Family Office Fintech Forum and The Family Office Investment Forum, two events designed for family office leaders, wealth managers, and investors seeking insights into investment strategies and technology solutions. April 23 – Family Office Investment Forum Gain perspectives on market trends, asset allocation, and private investment opportunities from leading experts. Register here: https://lnkd.in/eFge6JV2 April 24 – Family Office Fintech Forum Explore AI-driven innovations, fintech solutions, and emerging technologies transforming wealth management and operational efficiencies. Register here: https://lnkd.in/ezcBUQhG #WealthManagement #FamilyOffices #Fintech #InvestmentStrategies #PrivateMarkets #AI

Out Now! Successful Components of Hiring featuring Teresa Leigh What works in corporate hiring doesn't always apply to family offices. In this pre-recorded webinar,?Russ Haworth?speaks with?Teresa Leigh, founder of?Teresa Leigh Home + Family Office, about hiring challenges and best practices in UHNW environments. The discussion covers: —Identifying red flags in resumes and interviews —Recognizing AI-generated work histories —Avoiding costly hiring mistakes and mismatches —And more! Learn more and access the webinar here: https://lnkd.in/gy4BpYt4 #UHNW #WealthManagement #FamilyOffices #Hiring

The UHNW Institute Q1 2025 Newsletter is now available. The latest edition of our quarterly newsletter is here, featuring a message from our Chairman of the Board, key updates on recent events and a preview of upcoming programming. This issue covers highlights from our Integrated Wealth and Beneficiaries discussions, details on upcoming roundtables, clinics, special events and recent additions to the Resource Library. Read more here: https://lnkd.in/gqbeyiF4

The 2024 Symposium Report—The Future of Family Wealth Advising: Positioning Your Firm for Success—is now available! This report provides a recap of discussions from the Fourth Annual UHNW Institute Symposium, covering Integrated Family Wealth Management (IFWM), service models, outsourcing, firm strategies for supporting UHNW families and a toolkit of proprietary resources unveiled during the Symposium. For those who attended and those who missed it, this report shares an overview of the topics that shaped this year's event. Read the full report here: https://lnkd.in/e7SHB9Hv Stay tuned as we release more educational content, tools and resources relating to Integrated Family Wealth Management throughout 2025. #UHNW #WealthManagement #FamilyWealth #PracticeManagement

How do you define service in your practice? How do you measure its effectiveness? What challenges arise across different business models? Join us on March 12, at 4:00 pm ET for a focused discussion on the Service pillar of Practice Management. This session will explore: -The key elements that define high-quality service -Effective ways to measure service outcomes -Common challenges and best practices across firms The session will open with expert insights, followed by a peer-driven discussion where attendees can share experiences and strategies. Members Register here: https://lnkd.in/ejPHaFgg #UHNW #PracticeManagement #ClientService #ProfessionalGrowth

The UHNW Institute's March theme is Beneficiaries, looking at how trust design influences financial education, family legacy and long-term planning. This month, we're featuring programming on the Delaware Beneficiary Well-Being Trust Statute and how modern trust structures can better serve beneficiaries while maintaining family priorities. Follow along for key insights and resources throughout the month. Learn more and access related materials here:?https://lnkd.in/eHPYV4Vs #UHNW #WealthManagement #IntegratedWealth?#DelawareBeneficiaryStatute #EstatePlanning

Our first Practice Management Clinic of 2025 explored the Human Capital pillar of the Building Blocks of Practice Management, with emphasis on Training, highlighting strategies for talent development, effective onboarding and structured training programs. The newly formatted, interactive virtual session featured subject matter experts exploring ways to establish training programs that support career progression, strengthen leadership development and mentorship initiatives and leverage technology for training and professional growth. Learn more about the discussion and best practices shared by industry leaders. https://lnkd.in/eMHBjJGP #UHNW #PracticeManagement #WealthAdvisory #LeadershipDevelopment

In this episode of The UHNW Institute Podcast, Russ Haworth speaks with Paul Viollis and Edward Marshall about the most pressing security risks facing UHNW families today, from cyber threats to physical vulnerabilities. They cover: The importance of due diligence in assessing risks. How technology is shaping security challenges. Strategies for balancing security with everyday life. Listen now to learn how families can take proactive steps to protect themselves: https://lnkd.in/eCqUgqEH #UHNW #WealthManagement #RiskManagement #Security