Beneficiary Stories Initiative: Launching in 2026 Members of the Institute, As announced at The UHNW Institute 2025 Symposium, The UHNW Institute is launching the Beneficiary Stories Initiative in 2026 and we want your involvement. In partnership with Pitcairn Chief Knowledge and Learning Officer Amy Hart Clyne, and Senior Research Fellow at Banyon Global,

Our Multi-Family Office (MFO) Study Group Will Continue in 2026 The MFO Study Group, is led by Laurent Roux, and will focus on the practical application of the Ten Domains of Family Wealth as they relate to the work we do in the multi-family office space. Specifically highlighting high-interest topics to promote learning and collaboration across domains. There

New Podcast Episode: Integrating AI into the Family Office: From Curiosity to Capability In this follow-up to the SFO Circle Clinic in Chicago, host Kristen Oliveri, senior family office advisor at UHNWI, is joined by three leaders in family office technology for a conversation about artificial intelligence in the family

2025 Symposium Recap—The Firm of the Future: Living in the Real World – The Toolkit in Action 2025 Symposium Recap—The Firm of the Future: Living in the Real World – The Toolkit in Action Thank you to everyone who joined us in New York for the 2025 UHNW Institute Symposium.

WELCOMING NEW ADVISORY BOARD MEMBER: DR. TANIA NEILD The UHNW Institute is pleased to welcome Dr. Tania Neild, Founder and CTO of InfoGrate, to our Advisory Board. Tania brings more than twenty-five years of experience guiding asset management, wealth management, and financial sector firms through critical technology decisions. At InfoGrate,

New Podcast Episode: Philanthropic Advising Competency Model In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Tony Macklin (Daylight Advisors) and Marguerite Griffin (Northern Trust) for a conversation about the Philanthropic Advising Competency Model developed by Daylight. Together they look at how philanthropic advising has