NEWS & INSIGHTS
New Podcast Episode: Leaving Your Legacy
New Podcast Episode: Leaving Your Legacy This episode marks the launch of the UHNW Institute’s Beneficiary Stories Initiative, a new effort designed to elevate the
Roundtable Replay: The Impact of Evolving Tax Policy on Family Enterprises
Roundtable Replay: The Impact of Evolving Tax Policy on Family Enterprises The September 19th roundtable explored how evolving tax and legislative policies are shaping
Welcome New Faculty Member: Jane Flanagan
Welcome New Faculty Member: Jane Flanagan The UHNW Institute is pleased to welcome Jane Flanagan, Independent Advisor, Executive Coach, and Founder of Essential Connections
October Theme: Social Impact & Philanthropy
Dear UHNW Institute Members, Our favorite time of year is here! Fall brings our Signature Events: The Collegium in Chicago on October 6–7 and
Presenting “The Top Shelf”: A New Way to Access the UHNW Institute Resource Library
Presenting “The Top Shelf”: A New Way to Access the UHNW Institute Resource Library For over two years, UHNW Institute members have asked for a
Practice Management Clinic Report Now Available: From Pain Points to Possibilities
Practice Management Clinic Report Now Available: From Pain Points to Possibilities The full report from our September 2025 Practice Management Clinic, From Pain Points to
New Podcast Episode: The Expert Generalist: The Most Valuable Seat in the Family Office
New Podcast Episode: The Expert Generalist: The Most Valuable Seat in the Family Office In the latest episode of the SFO Podcast, host Kristen
UHNW Institute Launches SFO Circle: A Global Community for Single Family Office Professionals
UHNW Institute Launches SFO Circle: A Global Community for Single Family Office Professionals Offering unbiased content, peer forums, clinics, study groups, and an annual symposium
New Podcast Episode: Power Maps
New Podcast Episode: Power Maps In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Betsy Erickson (Head of Family and
Roundtable Replay | The AIM Framework: A New Model for Understanding and Explaining Best Practices in Advisory Services
Roundtable Replay | The AIM Framework: A New Model for Understanding and Explaining Best Practices in Advisory Services This roundtable, led by Dr. Jim