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

New Podcast Episode: Leaving Your Legacy This episode marks the launch of the UHNW Institute’s Beneficiary Stories Initiative, a new effort designed to elevate the real experiences, opportunities, and challenges of inherited wealth. Led by Amy Hart Clyne, Dennis Jaffe, and Angelique LeDoux, and supported by educational partner Pitcairn, the

  Roundtable Replay: The Impact of Evolving Tax Policy on Family Enterprises The September 19th roundtable explored how evolving tax and legislative policies are shaping the future of family businesses and family offices. The expert panel included Pat Soldano, President of Family Enterprise USA and the Policy and Taxation Group;

  Welcome New Faculty Member: Jane Flanagan The UHNW Institute is pleased to welcome Jane Flanagan, Independent Advisor, Executive Coach, and Founder of Essential Connections Network LLC, as a new Faculty Member in our Governance and Decision-Making Domain. In her current role, Jane supports the personal and professional development of