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

The UHNW Institute’s 2025 Summer Reading List is Now Available  Each August, The UHNW Institute pauses regular programming to share a curated Summer Reading List—an annual tradition shaped by recommendations from our members.   The list reflects the diversity of expertise and interests within our community, drawing from multiple disciplines to

Introducing the AIM Framework™ Overview: A New Resource for Integrated Wealth Advising We’ve just released a new overview of the AIM Framework™—a practical introduction to a structured, repeatable approach for delivering integrated family wealth advice. This resource outlines the framework’s three core phases—Assessment, Implementation, and Monitoring—and clarifies the roles of

Roundtable Replay: Trust Owned Enterprises – What Every Advisor Should Know Trust-owned entities are common in ultra-high-net-worth families—but navigating them is anything but straightforward. This roundtable brought together leading voices in estate planning, legal services, and family governance to unpack the complexities that accompany these structures and what effective advisory

THE UHNW INSTITUTE AUGUST 2025 MONTHLY THEME A Little R&R… And R to End the Summer The UHNW Institute‘s 2025 Summer Reading List Dear UHNW Institute Members, It’s that time again. To aid in your last month of rest, relaxation and READING, the UHNW Institute’s 2025 Summer Reading List will