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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.
Growing from Analyst to Partner: Investing in the Human Capital Within Your Organization Cultivating the Non-Specialist Skills that Underly Excellence Featuring Kristin Keffeler, MSM, MAPP March 10, 2026 | 3:30pm ET | 75 minutes The wealth management field now recognizes non-technical advisory skills—competencies in facilitation, interdisciplinary collaboration, practice management—as essential
NEW WHITE PAPER—A BLUEPRINT FOR MULTI-GENERATIONAL SUCCESS: BUILDING A COALITION OF THE WILLING | PART ONE For decades, family enterprise succession was framed as a simple ‘passing of the baton’ from one leader to the next. But today’s multi-generational families are more complex, with broader ownership, evolving leadership expectations and
March Roundtable – A Blueprint for Multi-Generational Success: Building a Coalition of the Willing “Who will take over the business after you?” This question – so familiar, so often asked of family business owner-managers by advisors, bankers, friends and family – is built on an assumption: succession planning is a baton
The UHNW Institute FEBRUARY 2026 MONTHLY THEME – Passing the Baton with Purpose: Navigating Leadership and Generational Transitions in Firms and Families Dear UHNW Institute Members, Transition isn’t a moment; it’s a practice. This month, the UHNW Institute theme is Passing the Baton: Navigating Leadership and Generational Transitions in Firms
WELCOMING NEW UHNW INSTITUTE TEAM MEMBER: MATTHEW MURPHY The UHNW Institute is pleased to welcome Matthew Murphy as Principal, Membership Growth and Engagement. During the past five years at Family Office Exchange (FOX), Matthew served as Director and Head of New Member Development. In that role, he led new member
Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era Traditional security defenses are no longer sufficient to protect family offices from the rapid advancement of AI-driven threats. Low-cost tools like voice cloning and deepfakes have effectively neutralized many of the safeguards that families and their advisors have
