Roundtable Replay: Is There a Doctor in the Firm? The Changing Role of Wealth Advisors in Addressing Client Health Concerns Physical, mental or behavioral health concerns can shape how UHNW families make decisions, manage risk and plan for conversations. In this roundtable replay, panelists discuss how advisors can practically engage

The Evolution of Excellence: Next Steps in Integrated Family Wealth Management The UHNW Institute will launch a series of tools to support the advancement of Integrated Family Wealth Management (IFWM) , offering structure and practical guidance in areas where the profession has historically lacked consistency. These resources address service delivery,

Dear UHNW Institute Members, Our theme this month, the Single Family Office (SFO), recognizes the growth of private organizations created to manage financial and personal affairs of UHNW families. Driven by rising global wealth, generational wealth transfer and dissatisfaction with traditional wealth managers, as well as a desire for more control,

  The UHNW Institute publishes an annual Summer Reading List featuring books, podcasts and articles from across our global community. It’s a tradition that reflects the personal and professional curiosity of those who guide and support UHNW families. We’d love to include your recommendations. What are you reading? Where are

The Ultra High Net Worth Institute (UHNW Institute), an independent, nonprofit think tank advancing the practice of wealth management, is putting a stake in the ground: For the first time, well-defined standards and frameworks are bringing structure, clarity, and cohesion to how professionals serve ultra-high net worth (UHNW) individuals and