Welcoming New Advisory Board Member: Tavan L. R. Pechet The UHNW Institute is pleased to welcome Tavan L. R. Pechet, Founder of Pechet Advisors, to our Advisory Board. Tavan brings extensive experience advising ultra-high-net-worth families on complex wealth management, governance, and philanthropy. His background as CEO of a multi-generational family

Tenth Family Wealth Report Family Office FinTech Summit – October 9, 2025 The Family Wealth Report Family Office FinTech Summit returns for its tenth year. This one-day event brings together family office and wealth management leaders to examine how technology is reshaping operations and client service. The program features keynote

Gifting Decisions and Planning with Flexibility Under OB3 This new resource has been added to our Resource Library! Written by Kim Kamin and Jonathan Lee of Gresham, this new advanced white paper outlines best practices—including adaptable trust structures, funding strategies, and alternatives for illiquid assets—while highlighting ways to avoid IRS

September Theme: Back to Work— Family Enterprise Dear UHNW Institute Members, As Summer comes to end and kids head off to school, the Institute is hard at work this month on its exciting fall line-up of events including our in-person Collegium in Chicago this October, the annual Symposium in New

The UHNW Institute’s Q3 2025 Newsletter The Q3 newsletter offers a window into the Institute’s continued evolution and a preview of what’s next. Inside, our Chairman reflects on recent progress, we share a calendar full of upcoming events and publications and offer a preview of what’s ahead, keeping our members

Featured Member: Paul Viollis 1. As it pertains to UHNW client needs, what are the most significant trends you’re seeing now related to the work you do at Viollis Group Intl? By far, the biggest issue causing clients harm is the use of public email. Just over 91% of those