Successful families tend to have successful family meetings, according to an article in Barron’s Advisor magazine that quotes three Institute members, Jim Grubman, Kathy Lintz and Jonathan Bergman.

We’re honored and excited that many of our members (firms and individuals) and board members were recognized as 2022 winners across an array of categories at the 9th Family Wealth Report Awards ceremony held in NYC.

Wealth 3.0, a new approach to providing advice to wealthy families, is spotlighted in a recent paper by Institute faculty members James Grubman and Dennis Jaffe, and co-author Kristin Keffeler, in the February issue of Trusts & Estates magazine.

Barbara Hauser, an Institute Advisory Board Member, serves as Editor in Chief of the International Family Offices Journal. Her new book, from the Swiss publisher Helbirg Lichtenhahn, is titled Applying the Benefits of the Rule of Law in Family Governance. In it, she makes the case that family decision-making ought

Amy Hart Clyne has a new book full of advice for women titled Finding Her Voice and Creating a Legacy. She is Chief Knowledge and Learning Officer for Pitcairn and an Institute Advisory Board Member. Her co-author, Dennis Jaffe, is an Institute Faculty Member.