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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.
Webinar Replay: The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications Art decisions are rarely only financial. For ultra-high-net-worth families, collections carry questions of value, liquidity, ownership structure and what happens to those assets across generations. In this webinar replay, Ronald Varney, principal of Ronald Varney Fine Art
The UHNW Institute Resource Library Delivers Top Resources to Members Watch a two-minute guide to the Top Shelf. Learn just how easy it is to stay informed about the topics that interest you the most. Sign up today via the Resource Library homepage, or by emailing tkehoe@uhnwinstitute.org, to receive periodic
New Podcast Episode: Building an Integrated Family Office: Thought Leadership, Succession and What’s Ahead at the UHNW Institute In this episode of The UHNW Institute Podcast, host Joe Reilly sits down with Tom McCullough, the UHNW Institute’s new Managing Director of Thought Leadership and Strategy, for a wide-ranging conversation about
Save the Date: UHNW Institute Regional Gathering in Washington, D.C. | May 20 The UHNW Institute and Educational Partner, DonorsTrust, invite members in the D.C. area to join us on May 20 for a regional gathering in Washington, D.C. The evening will open with an interactive discussion on Donor-Advised Funds
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
