The UHNW Institute Resource Library Delivers Top Resources to Members Watch a two-minute guide to the Top Shelf. Learn just how easy it is to stay informed about the topics that interest you the most. Sign up today via the Resource Library homepage, or by emailing tkehoe@uhnwinstitute.org,  to receive periodic

New Podcast Episode: Building an Integrated Family Office: Thought Leadership, Succession and What’s Ahead at the UHNW Institute In this episode of The UHNW Institute Podcast, host Joe Reilly sits down with Tom McCullough, the UHNW Institute’s new Managing Director of Thought Leadership and Strategy, for a wide-ranging conversation about

Save the Date: UHNW Institute Regional Gathering in Washington, D.C. | May 20 The UHNW Institute and Educational Partner, DonorsTrust, invite members in the D.C. area to join us on May 20 for a regional gathering in Washington, D.C. The evening will open with an interactive discussion on Donor-Advised Funds

Growing from Analyst to Partner: Investing in the Human Capital Within Your Organization Cultivating the Non-Specialist Skills that Underly Excellence Featuring Kristin Keffeler, MSM, MAPP March 10, 2026 | 3:30pm ET | 75 minutes The wealth management field now recognizes non-technical advisory skills—competencies in facilitation, interdisciplinary collaboration, practice management—as essential

NEW WHITE PAPER—A BLUEPRINT FOR MULTI-GENERATIONAL SUCCESS: BUILDING A COALITION OF THE WILLING | PART ONE For decades, family enterprise succession was framed as a simple ‘passing of the baton’ from one leader to the next. But today’s multi-generational families are more complex, with broader ownership, evolving leadership expectations and

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