Insightful Education.
Actionable Ideas.
Meaningful Collaboration.
The UHNW Institute’s 2026 Program & Contnet calendar is now available.
Download the 2026 UHNW Program and Content Calendar and join the Institute for a year of content aligned with the Ten Domains of Family Wealth.
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
The UHNW Institute’s Q1 2026 Newsletter The Q1 newsletter reflects on the strong foundation built in 2025 and shares what the Institute is focused on in 2026. Inside, our Chairman outlines recent progress and key transitions, we highlight new and noteworthy updates, including the 2025 Symposium Report and Beneficiary Stories,
Featured Member: Meredith Straight This month, the Institute spotlights our quarterly conversation with Meredith Straight of Renkert Thomas Consulting. Meredith speaks to the importance of staying connected to a values-aligned professional community. She offers perspective for younger professionals entering the field, shares how her earlier career in emergency and pediatric
The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications Join The UHNW Institute on February 19 at 3:30-4:30 PM ET for The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications, a conversation with Ronald Varney. The art and collectibles market is being reshaped by shifting global
The UHNW Institute’s 2026 Program calendar is now available! Download the calendar for a comprehensive view of this year’s programs and content designed to advance education, foster collaboration, and support consistent, integrated planning and decision-making for UHNW families. Please note that event dates and times are subject to change, and
Inside the 2025 UHNW Institute Symposium: The Firm of the Future: Living in the Real World – The Toolkit in Action How are leading firms actually delivering integrated wealth management to UHNW families today, and what does it take to do it well? The 2025 Symposium tackled these questions head-on,
