Insightful Education.
Actionable Ideas.
Meaningful Collaboration.
Featuring even more opportunities for connection, collaboration and education!
The Institute is pleased to announce our recently updated membership tiers with enhanced offerings and more opportunities to access resources and participate in member events.
The UHNW Institute’s 2025 Program calendar is now available.
Download the 2025 UHNW Program Calendar and join the Institute for a year of content aligned with the Ten Domains of Family Wealth.
Featured Advisory Board Member: Teresa Leigh Featured member Teresa Leigh, founder of Teresa Leigh Home + Family Office, specializes in household risk management. She is featured in an upcoming webinar on Successful Hiring Practices and dives deep into that topic and more with UHNW Institute Podcast host Russ Haworth. Leigh
The 2024 Symposium Report Is Now Available: The Future of Family Wealth Advising The UHNW Institute’s 2024 Symposium Report—The Future of Family Wealth Advising: Positioning Your Firm for Success—is now available. This report captures discussions from the Fourth Annual Symposium, where industry leaders examined Integrated Family Wealth Management (IFWM) and how
PROVIDING SERVICE – PRACTICE MANAGEMENT CLINIC The Institute invites operating executives and practice leaders to attend our March Practice Management Clinic – Defining and Measuring Service. Taking place on March 12, at 4:00 pm ET, this session will focus on the Service pillar of the Building Blocks of Practice Management and discuss providing and measuring service. The session will begin with subject matter experts (listed
The UHNWI Institute MARCH 2025 MONTHLY THEME – Beneficiaries This March, The Institute’s theme is Beneficiaries, with our Roundtable on March 25th focusing on The Delaware Beneficiary Well-Being Trust Statute. Kristin Keffeler, Chief Learning Officer at Johnson Financial Group, will converse with Todd A. Flubacher, partner at Morris, Nichols, Arsht
Practice Management Clinic: Human Capital – Building Stronger Teams The first Practice Management Clinic of 2025 focused on Human Capital, specifically the topic of Training. Facilitated by Kathy Lintz (Matter Family Office) with panelists Courtney Pullen (Matter Family Office), Andy Wolfgang (Cerity), Laura Ilkiw and Julie Melwani (BBR Partners), the session
New Podcast Episode: Understanding Security for UHNW Families In this episode of The UHNW Institute Podcast, host Russ Haworth speaks with Paul Viollis, CEO at Viollis Group International, and Edward Marshall, CEO at Presage Global, about the security challenges facing ultra-high-net-worth families. Their conversation addresses common misconceptions, growing risks in
