The UHNW Institute

The Institute would like to recognize our premier educational partner, Matter Family Office, on their strategic investment from BW Forsyth Partners. This partnership aims to enhance their capacity to provide family office solutions and support their clients in building lasting legacies. https://lnkd.in/eJnt2sWp #UHNW #FamilyOffice #StrategicPartnerships

We’re excited to share that we were recently featured in Family Wealth Report ahead of the Fourth Annual UHNW Institute Symposium, The Future of Family Wealth Advising: Positioning Your Firm for Success. The article highlights key topics that will be discussed at the event, including practical applications of integrated wealth management solutions, how integration works in different business models, economic considerations of integration, as well as family needs and trends. Read the full article here for more insights: https://lnkd.in/e7VbgEFR

Members, join us on October 24th at 4 p.m. ET for an exclusive discussion with leaders in Philanthropy and Social Impact! We'll explore two groundbreaking reports that highlight the evolving role of philanthropy advisors and uncover the psychological barriers that donors face. Don't miss out - register here now: https://lnkd.in/eUvBhiet #Philanthropy #WealthManagement #UHNW #Giving

Thank you to all the esteemed attendees who joined us at The UHNW Institute’s 2024 In-Person Collegium VII in Chicago this week. It was a privilege to host such a distinguished group of C-suite practice leaders as we delved into critical discussions on business sustainability and the future of family wealth advising. Your valuable insights and active engagement made the event both enriching and impactful. We look forward to continuing these types of vital conversations and fostering collaboration within our community. We would like to extend a special thank you to Jamie McLaughlin for facilitating the Collegium and all of the event's Educational Partners, PURE Insurance, Market Street Trust Company, BMO Family Office, and Matter Family Office. Jonathan M. Bergman, CFP, Andrew Busser, Joe Calabrese, Brooke Connell, John M. Dowd, Katherine Dunlevie, Heather Flanagan, Matthew Fleissig, Greg Friedman, Sam Graham, Amy Griman, Stephanie Gromek, Adam Hills, Brian Hughes, Beka Kohmescher, CFP®, CPA, Katherine Lintz, Drew McMorrow, Doris Meister, Kara Garner Pass, Steve Prostano, David Salsburg, Austin V. Shapard, Danielle Valkner, Michael Woocher, Michael Zeuner

Join us on the latest episode of The UHNW Institute Podcast as Kim Kamin, Principal and Chief Wealth Strategist at Gresham Partners LLC and Chair of Estate Planning & Legal Issues Domain at The Institute, shares her extensive knowledge of estate planning beyond the basics. From wealth transfer to philanthropy and closely-held businesses, Kim highlights the need for collaboration between legal advisors and other experts to help families navigate complex challenges. She also addresses key legal updates, like Corporate Transparency Act compliance and changing tax exemptions. Get all the details by listening to the episode here: https://lnkd.in/equa7AiV #UHNW #estateplanning #legalupdates

We’re excited to introduce some of our exceptional lineup for The Fourth Annual UHNW Institute Symposium, which will be held November 13-14 in NYC! Our distinguished speakers include Steve Prostano, Jim Grubman, Wallace (Wally) Head, Stacy Allred, Tom McCullough, Richard Joyner, Joe Calabrese, Kevin Casey, Kristin Keffeler, MSM, MAPP, and more! These thought leaders will guide discussions on the future of family wealth advising, covering critical topics that will help evolve the industry. Members, join us for this hybrid event. https://lnkd.in/e-e72PRk

Join us in welcoming William Kambas to The UHNW Institute Advisory Board! As a partner at Withers Bergman LLP, Bill’s expertise in navigating international tax matters and his role in advising family enterprises are welcome skills on our Advisory Board. We’re eager to work with Bill as we continue our mission to elevate the industry. https://lnkd.in/eUXmGmhW #wealthmanagement #UHNW #newmember

We're pleased to announce that Thomas Carroll, CFP®, CEO and president, at Homrich Berg Wealth Management, has joined The UHNW Institute’s Advisory Board. With his impressive background in wealth management and leadership, Thomas is set to offer invaluable expertise and insights. We’re excited about the perspectives Thomas will bring to The UHNW Institute. https://lnkd.in/evgF8Jab #UHNW #WealthManagement

The UHNW Institute is happy to share two articles from the Family Firm Institute: How Wealthy Multigenerational Families Can Instill a Culture of Stewardship (Part 1 and Part 2). This piece, written by Institute leaders, Dennis Jaffe and Amy Hart Clyne, explores how families can create agreements that encourage responsible wealth management across generations by focusing on shared values and clear roles. Read the full article here: https://lnkd.in/eJPZGjyw #UHNW #familygovernance #familywealth #stewardship

Take advantage of the discounted rate offered to UHNW Institute members and join Family Wealth Report on October 10, 2024, in New York City for the Ninth Family Wealth Report Family Office Fintech Summit! This limited-capacity event, hosted by Family Wealth Report, is a full day packed with keynotes, panels, tech demos and networking. Learn how to adopt the latest tech for your multi and single-family office and meet with industry leaders. Agenda Highlights: - Portfolio management insights from family office data - Navigating current and future tech challenges - Choosing the right tools for family office operations - Managing liquidity for illiquid balance sheets - AI’s role in finance and accounting for family offices - Protecting family offices from digital security risks Register now and secure your spot for this high-demand event: https://lnkd.in/e8wrvrg4