New Featured Resource by UHNW Institute Leadership — Living Your Values The UHNW Institute is pleased to highlight a new book co-authored by Institute Board of Directors member, Dennis Jaffe: Living Your Values: Connecting Personal, Family, and Organizational Values to Build Purpose and Clarity. Living Your Values offers a practical

The UHNW Institute NOVEMBER 2025 MONTHLY THEME – The UHNW Institute Symposium—The Firm of the Future: Living in the Real World – The Toolkit in Action Dear UHNW Institute Members, We’re thrilled to welcome you back to the 5th Annual UHNW Institute Symposium, The Firm of the Future: Living in the

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, and shared experience, participants examined how firms

The UHNW Institute’s 2025 Symposium | Meet the Speakers The 5th Annual UHNW Institute Symposium, The Firm of the Future: Living in the Real World – The Toolkit in Action, will be held November 17–18, 2025, in New York City. This year’s event will bring together respected leaders and practitioners from

New White Paper—Integrating Wealth Management: Profitability Drivers, Trade-offs, and Strategic Considerations As client needs evolve and firms strive to deliver more holistic solutions, the need for integration across wealth management is greater than ever. The new white paper, co-authored by Joe Calabrese, COO of Key Wealth, and Kevin Casey, Managing

SFO Circle Media Coverage: Featured in Family Wealth Report, Financial Advisor, CNBC, and More The Institute is excited to share that we have officially launched the SFO Circle, our membership for senior executives in single-family offices. At the end of last month, we issued a press release and a series of LinkedIn posts