The UHNW Institute Is Launching the Beneficiary Stories Initiative (BSI) At the UHNW Institute, we believe the most transformative insights in wealth management don’t live in spreadsheets—they live in stories. One story we rarely hear, yet absolutely need, is the beneficiary experience: what it feels like to receive wealth, to inherit expectations,

New for 2026: The UHNW Institute Book Club The UHNW Institute’s Book Club offers members a facilitated yet informal space to explore thought-provoking books and exchange perspectives with peers across disciplines. The book club will explore timely ideas with a network of fellow professionals. Designed for those who value thoughtful dialogue,

The Obsolete Armor: Integrated Risk Management for the AI Era Join The UHNW Institute for our first program of the year on January 29 at 3:30-4:30 PM ET, The Obsolete Armor: Integrated Risk Management for the AI Era, presented by Edward Marshall, CEO of Presage Global.  AI has broken traditional security. A cheap deepfake

Happy New Year! An Announcement from the Chairman, Steve Prostano   With both gratitude for the past and optimism for the future, we announce the retirement of Jim Grubman and the appointment of Tom McCullough as Managing Director of Thought Leadership and Strategy. We are deeply grateful to Jim Grubman

2026 Member Orientations: Making the Most of Your UHNW Institute Membership   The UHNW Institute will host live member orientations every other month in 2026. These sessions are designed to help members use Institute resources more effectively and stay connected with current programming and initiatives. Orientations are open to Leaders

Access the Tools Behind the 2025 Symposium Members of the UHNW Institute have exclusive access to the Resource Library, a growing collection of tools and educational resources built to support real-world advisory work. Many new resources were introduced during the 2025 Symposium, The Firm of the Future: Living in the Real World