New Featured Resource by UHNW Institute Leadership — Living Your Values
New Featured Resource by UHNW Institute Leadership — Living Your Values The UHNW Institute is pleased to highlight a new book co-authored by Institute Board of Directors member, Dennis Jaffe: Living Your Values: Connecting Personal, Family, and Organizational Values to Build Purpose and Clarity. Living Your Values offers a practical framework for identifying, clarifying, and […]
The UHNW Institute NOVEMBER 2025 MONTHLY THEME
The UHNW Institute NOVEMBER 2025 MONTHLY THEME – The UHNW Institute Symposium—The Firm of the Future: Living in the Real World – The Toolkit in Action Dear UHNW Institute Members, We’re thrilled to welcome you back to the 5th Annual UHNW Institute Symposium, The Firm of the Future: Living in the Real World – The Toolkit […]
Collegium IX: Human Capital and Its Many Dimensions
Collegium IX: Human Capital and Its Many Dimensions The UHNW Institute’s ninth Collegium brought together leaders from across the wealth management ecosystem to explore one of the industry’s most pressing challenges: the human capital required to deliver truly integrated service. Through presentations, discussion, and shared experience, participants examined how firms are redefining talent strategy, compensation, […]
The UHNW Institute’s 2025 Symposium | Meet the Speakers
The UHNW Institute’s 2025 Symposium | Meet the Speakers The 5th Annual UHNW Institute Symposium, The Firm of the Future: Living in the Real World – The Toolkit in Action, will be held November 17–18, 2025, in New York City. This year’s event will bring together respected leaders and practitioners from across the family wealth field […]
New White Paper—Integrating Wealth Management: Profitability Drivers, Trade-offs, and Strategic Considerations
New White Paper—Integrating Wealth Management: Profitability Drivers, Trade-offs, and Strategic Considerations As client needs evolve and firms strive to deliver more holistic solutions, the need for integration across wealth management is greater than ever. The new white paper, co-authored by Joe Calabrese, COO of Key Wealth, and Kevin Casey, Managing Director at Pathstone Family Office, […]
SFO Circle Media Coverage: Featured in Family Wealth Report, Financial Advisor, CNBC, and More
SFO Circle Media Coverage: Featured in Family Wealth Report, Financial Advisor, CNBC, and More The Institute is excited to share that we have officially launched the SFO Circle, our membership for senior executives in single-family offices. At the end of last month, we issued a press release and a series of LinkedIn posts to make the announcement official, […]
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 real experiences, opportunities, and challenges of inherited wealth. Led by Amy Hart Clyne, Dennis Jaffe, and Angelique LeDoux, and supported by educational partner Pitcairn, the initiative will bring forward 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 the future of family businesses and family offices. The expert panel included Pat Soldano, President of Family Enterprise USA and the Policy and Taxation Group; John Gugliada, Director of Engagement […]
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 Network LLC, as a new Faculty Member in our Governance and Decision-Making Domain. In her current role, Jane supports the personal and professional development of family office leaders. Previously, she […]
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 the Symposium in New York City on November 17–18. Day one of the Symposium features an optional live training on the advanced application of the Ten Domains, an introduction to […]
