Insightful Education.
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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.
New Coverage Highlights the Wealthesaurus™ as a Cross-Disciplinary Resource The Wealthesaurus™ continues to be recognized for its role in standardizing terminology across family wealth advising. Thank you to Sarah B. Hood and Canadian Family Offices for featuring the glossary’s new role in addressing long-standing communication challenges across legal, financial, governance,
Save the Date: 5th Annual UHNW Symposium | November 17-18, 2025 | New York City We’re pleased to announce the 5th Annual UHNW Symposium, taking place November 17-18, 2025, in the heart of Midtown NYC. See below for initial event details. November 17, 2025 Day 1 – Afternoon Paramount Club,
New Podcast Episode: Tax Residency: Myths Debunked In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Judi Galst, Managing Director, Private Clients at Henley & Partners, for a conversation on investment migration. They discuss why more U.S.-based families are exploring second residency or citizenship options,
Masterclass Replay: The Adventures of Family Conflict: Practical Wisdom & Skills Conflict in UHNW families is rarely straightforward. Its roots can be subtle, and its effects can carry across generations. In this Masterclass replay, facilitators Stacy Allred, Arne Boudewyn, and Dr. Moira Somers guide advisors through real-world considerations when working
The UHNW Institute JULY 2025 MONTHLY THEME – Estate Planning and Legal Issues, our theme for the month of July, encompasses more than wealth transfer. While wills and trusts, gifting strategies, business succession planning, and Generation-Skipping Transfer (GST) Planning is often the focus of the topic, the Institute will also
Power often goes unnamed in family conversations, but its influence is unmistakable. In this episode of The Heart and Science of Wealth, host Steffi Baker is joined by Betsy Erickson (Head of Family and Individual Services at Arabella Advisors and Chair of the UHNWI Social Impact & Philanthropy Domain) and
