Family Wealth Report Family Office Cybersecurity Forum UHNW Institute members are invited to join on a complimentary basis the Family Wealth Report Family Office Cybersecurity Forum, a full-day, in-person event focused on cybersecurity strategies for family offices. Details The Family Office Cybersecurity Forum will take place on Wednesday, June 11,

The Adventures of Family Conflict: Practical Wisdom & Skills Our next Masterclass is designed for advisors who want to strengthen their ability to support families through the tension, emotion and complexity that conflict can bring. Led by domain chairs Stacy Allred (Family Learning & Development), Arne Boudewyn (Family Dynamics) and

New Article Available in Resource Library: A Cautionary Tale: The Challenges of Serving the UHNW and Centimillionaire Client Segments Serving ultra-wealthy families may sound like the pinnacle of advisory work but it’s often the most misunderstood. Jamie McLaughlin, CEO at J. H. McLaughlin & Co. and Board of Directors Member

New Podcast Episode: The Complexities of Elder Care within UHNW Families In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Teresa Leigh, faculty and advisory board of the Institute, as well as owner and founder of Teresa Leigh Home + Family Office. In the episode,

  Congratulations to the 2025 Family Wealth Report Award Winners! We are proud to share that The UHNW Institute and many of our members were recognized at the 2025 Family Wealth Report Awards, a prestigious celebration of excellence in the family wealth advisory space. The UHNW Institute Wins Outstanding Nonprofit

The UHNWI Institute MAY 2025 MONTHLY THEME – WEALTH + WELLNESS: NAVIGATING HEALTH & WELL-BEING IN THE LIVES OF UHNW FAMILIES Dear UHNW Institute Members, We are grateful to those in attendance of the UHNW Institute’s inaugural Women’s Summit: Preparing the UHNW Industry for the Female Decision-Maker and the Wealth Shift