New Podcast Episode: Integrating AI into the Family Office: From Curiosity to Capability
New Podcast Episode: Integrating AI into the Family Office: From Curiosity to Capability In this follow-up to the SFO Circle Clinic in Chicago, host Kristen Oliveri, senior family office advisor at UHNWI, is joined by three leaders in family office technology for a conversation about artificial intelligence in the family office. Tania Neild (Founder and […]
2025 Symposium Recap—The Firm of the Future: Living in the Real World – The Toolkit in Action
2025 Symposium Recap—The Firm of the Future: Living in the Real World – The Toolkit in Action 2025 Symposium Recap—The Firm of the Future: Living in the Real World – The Toolkit in Action Thank you to everyone who joined us in New York for the 2025 UHNW Institute Symposium. Over two days, attendees explored […]
WELCOMING NEW ADVISORY BOARD MEMBER: DR. TANIA NEILD
WELCOMING NEW ADVISORY BOARD MEMBER: DR. TANIA NEILD The UHNW Institute is pleased to welcome Dr. Tania Neild, Founder and CTO of InfoGrate, to our Advisory Board. Tania brings more than twenty-five years of experience guiding asset management, wealth management, and financial sector firms through critical technology decisions. At InfoGrate, she partners with clients to […]
New Podcast Episode: Philanthropic Advising Competency Model
New Podcast Episode: Philanthropic Advising Competency Model In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Tony Macklin (Daylight Advisors) and Marguerite Griffin (Northern Trust) for a conversation about the Philanthropic Advising Competency Model developed by Daylight. Together they look at how philanthropic advising has changed, why a structured competency […]
The UHNW Institute DECEMBER 2025 MONTHLY THEME – That’s A Wrap!
The UHNW Institute DECEMBER 2025 MONTHLY THEME – That’s A Wrap! Happy Holidays! We are grateful to our members, our educational partners, our advisors, and our board who helped make the Institute’s annual Symposium: The Firm of the Future: Living in the Real World – The Toolkit in Action, a success — and the work […]
Now Available: Our Holiday Gift Guide
Now Available: Our Holiday Gift Guide The 2025 UHNW Institute’s Holiday Gift Guide, a curated collection of meaningful, conversation-starting gifts for colleagues and clients is here, each aligned with the UHNW Institute’s signature Ten Domains of Family Wealth framework and our key initiatives. Gifts are categorized both by domain and Institute initiatives, promoting educational and […]
UHNW Institute members, there is a new way to use The Assessment-Implementation-Monitoring (AIM) Framework™!
UHNW Institute members, there is a new way to use The Assessment-Implementation-Monitoring (AIM) Framework™! The Assessment, Implementation, and Monitoring Framework™ (AIM Framework™) is a groundbreaking new tool that supports the UHNW Institute’s mission of helping UHNW clients, advisors, and firms work more effectively – together. Members now have exclusive access to an AIM Framework™ interactive module. […]
New Podcast Episode: Integrating Wealth Management: Profitability Drivers, Trade-offs, and Strategic Considerations
New Podcast Episode: Integrating Wealth Management: Profitability Drivers, Trade-offs, and Strategic Considerations In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Kevin Casey (Head of Corporate Development and Strategy, PathStone) and Joe Calabrese (COO, Key Wealth) to discuss their new UHNW Institute white paper on integrated wealth management. Together, they […]
Table Stakes: The Service Model of the Future for Integrated Family Wealth Management
Table Stakes: The Service Model of the Future for Integrated Family Wealth Management What does true integration look like in family wealth management? In his new white paper, Institute board of directors member and Northwood Family Office founder and chairman, Tom McCullough, outlines the essential elements of an integrated service model designed to help firms […]
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 […]
