Insightful Education.
Actionable Ideas.
Meaningful Collaboration.
The 5th Annual
We are pleased to announce the dates for the UHNW Institute’s 5th Annual UHNW Symposium: November 17-18, 2025, in New York City.
The UHNW Institute’s 2025 Program calendar is now available.
Download the 2025 UHNW Program Calendar and join the Institute for a year of content aligned with the Ten Domains of Family Wealth.
Introducing “The Top Shelf”: A New Way to Access the UHNW Institute Resource Library For over two years, UHNW Institute members have asked for a simpler way to stay on top of the latest thinking—requesting that resources come to them rather than having to search the Resource Library themselves. We’re
Roundtable Replay: Business Sustainability and Capital Structure in a Maturing Industry As organizations in the family wealth field evolve, new questions are emerging around ownership models, capital planning, and the structures that support long-term stability. In this roundtable replay, moderator Jamie McLaughlin (J. H. McLaughlin & Co.) is joined
New Coverage Highlights the Wealthesaurus™ as a Cross-Disciplinary Resource The Wealthesaurus™ continues to be recognized for its role in standardizing terminology across family wealth advising. Thank you to Sarah B. Hood and Canadian Family Offices for featuring the glossary’s new role in addressing long-standing communication challenges across legal, financial, governance,
Save the Date: 5th Annual UHNW Symposium | November 17-18, 2025 | New York City We’re pleased to announce the 5th Annual UHNW Symposium, taking place November 17-18, 2025, in the heart of Midtown NYC. See below for initial event details. November 17, 2025 Day 1 – Afternoon Paramount Club,
New Podcast Episode: Tax Residency: Myths Debunked In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Judi Galst, Managing Director, Private Clients at Henley & Partners, for a conversation on investment migration. They discuss why more U.S.-based families are exploring second residency or citizenship options,
Masterclass Replay: The Adventures of Family Conflict: Practical Wisdom & Skills Conflict in UHNW families is rarely straightforward. Its roots can be subtle, and its effects can carry across generations. In this Masterclass replay, facilitators Stacy Allred, Arne Boudewyn, and Dr. Moira Somers guide advisors through real-world considerations when working
