Roundtable Replay: The Family Business in Transition: Rethink, Rebalance, Reinvent Passing the reins of the family business is one of the most important challenges that family businesses face. However, because the senior generations are well-established and experienced in their roles, it is often assumed that they require minimal transition support.

Member Spotlight: Dennis Jaffe As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from all over the U.S., the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all of the domain heads for

In the inaugural issue of the Quarterly Newsletter, you will find a Letter from the Chairman of the Board, Steve Prostano, information about the Online Membership Portal Launch, upcoming events, content and more. Read the Newsletter

Between a world of high inflation, rising interest rates and market volatility, families across the country are facing a wide range of difficulties – even those among the ultra-high net worth. In light of this environment, the UHNW Institute partnered with Family Wealth Report for the publication’s latest Wealth Talk

Key Insights from Dentons Family Office Direct Investing Survey Report We are pleased to share that Dentons, the world’s largest law firm, has published its Dentons Family Office Direct Investing Survey Report. Following the completion of a comprehensive survey of multiple sources from nearly 200 family offices in 32 countries,