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Author:
Christine Sigaty
Family Wealth Report Family Office Fintech and Family Office Investment Forums 2026
March 17, 2026
The UHNW Institute is pleased to announce two Family Wealth Report forums taking place in New York City this April,…
The UHNW Institute MARCH 2026 MONTHLY THEME – The Architects of Tomorrow: Succession and the Coalition Mindset
March 16, 2026
Dear UHNW Institute Members, For generations, succession in family businesses and advisory firms has been framed as a simple baton…
New White Paper—A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part Two
March 12, 2026
When a family enterprise grows to include 20 or 30 family members who all want a role in the business,…
The New UHNW Institute Website Is Now Live!
March 6, 2026
The new UHNW Institute website is redesigned and built around a simple goal: make it easier for members to find,…
Inside the 2025 UHNW Institute Symposium: The Firm of the Future: Living in the Real World – The Toolkit in Action
January 28, 2026
How are leading firms actually delivering integrated wealth management to UHNW families today, and what does it take to do…
Welcome to Our Newest Educational Partner: BCU Risk Advisors
January 21, 2026
The UHNW Institute is pleased to welcome BCU Risk Advisors as our newest Educational Partner. BCU Risk Advisors works with ultra-high-net-worth…
The UHNW Institute Is Launching the Beneficiary Stories Initiative (BSI)
January 15, 2026
At the UHNW Institute, we believe the most transformative insights in wealth management don’t live in spreadsheets—they live in stories.…
New for 2026: The UHNW Institute Book Club
January 14, 2026
The UHNW Institute’s Book Club offers members a facilitated yet informal space to explore thought-provoking books and exchange perspectives with peers…
The Obsolete Armor: Integrated Risk Management for the AI Era
January 13, 2026
Join The UHNW Institute for our first program of the year on January 29 at 3:30-4:30 PM ET, The Obsolete Armor:…
Happy New Year! An Announcement from the Chairman, Steve Prostano
January 9, 2026
With both gratitude for the past and optimism for the future, we announce the retirement of Jim Grubman and the…
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