March Roundtable – A Blueprint for Multi-Generational Success: Building a Coalition of the Willing “Who will take over the business after you?”  This question – so familiar, so often asked of family business owner-managers by advisors, bankers, friends and family – is built on an assumption: succession planning is a baton

The UHNW Institute FEBRUARY 2026 MONTHLY THEME – Passing the Baton with Purpose: Navigating Leadership and Generational Transitions in Firms and Families Dear UHNW Institute Members, Transition isn’t a moment; it’s a practice. This month, the UHNW Institute theme is Passing the Baton: Navigating Leadership and Generational Transitions in Firms

WELCOMING NEW UHNW INSTITUTE TEAM MEMBER: MATTHEW MURPHY The UHNW Institute is pleased to welcome Matthew Murphy as Principal, Membership Growth and Engagement. During the past five years at Family Office Exchange (FOX), Matthew served as Director and Head of New Member Development. In that role, he led new member

Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era Traditional security defenses are no longer sufficient to protect family offices from the rapid advancement of AI-driven threats. Low-cost tools like voice cloning and deepfakes have effectively neutralized many of the safeguards that families and their advisors have

New Featured Resource by UHNW Institute Leadership — Estate Planning for Modern Families The fourth edition of The Tools and Techniques of Estate Planning for Modern Families has been released, providing updated guidance on the legal and tax issues specific to today’s family structures. Co-authored by Stephan R. Leimberg (CEO

2026 Practice Management Clinics | Building Capability. Sharing Insight. Advancing the Practice. As the UHNW landscape continues to evolve, so too do the operational, strategic, and organizational demands placed on firms and family offices. Ongoing dialogue with members—through conversations, surveys, and program feedback—reinforces a continued desire for deeper, more practical