The UHNW Institute Is Launching the Beneficiary Stories Initiative (BSI)
The UHNW Institute Is Launching the Beneficiary Stories Initiative (BSI) At the UHNW Institute, we believe the most transformative insights in wealth management don’t live in spreadsheets—they live in stories. One story we rarely hear, yet absolutely need, is the beneficiary experience: what it feels like to receive wealth, to inherit expectations, and to grow into stewardship. […]
New for 2026: The UHNW Institute Book Club
New for 2026: The UHNW Institute Book Club The UHNW Institute’s Book Club offers members a facilitated yet informal space to explore thought-provoking books and exchange perspectives with peers across disciplines. The book club will explore timely ideas with a network of fellow professionals. Designed for those who value thoughtful dialogue, reflection, discussion, and cross-domain learning. […]
The Obsolete Armor: Integrated Risk Management for the AI Era
The Obsolete Armor: Integrated Risk Management for the AI Era Join The UHNW Institute for our first program of the year on January 29 at 3:30-4:30 PM ET, The Obsolete Armor: Integrated Risk Management for the AI Era, presented by Edward Marshall, CEO of Presage Global. AI has broken traditional security. A cheap deepfake and short voice clone can […]
Happy New Year! An Announcement from the Chairman, Steve Prostano
Happy New Year! An Announcement from the Chairman, Steve Prostano With both gratitude for the past and optimism for the future, we announce the retirement of Jim Grubman and the appointment of Tom McCullough as Managing Director of Thought Leadership and Strategy. We are deeply grateful to Jim Grubman for his significant contributions to […]
2026 Member Orientations: Making the Most of Your UHNW Institute Membership
2026 Member Orientations: Making the Most of Your UHNW Institute Membership The UHNW Institute will host live member orientations every other month in 2026. These sessions are designed to help members use Institute resources more effectively and stay connected with current programming and initiatives. Orientations are open to Leaders Council Members, Advisory Board members, […]
Access the Tools Behind the 2025 Symposium
Access the Tools Behind the 2025 Symposium Members of the UHNW Institute have exclusive access to the Resource Library, a growing collection of tools and educational resources built to support real-world advisory work. Many new resources were introduced during the 2025 Symposium, The Firm of the Future: Living in the Real World – The Toolkit in Action. […]
Beneficiary Stories Initiative: Launching in 2026
Beneficiary Stories Initiative: Launching in 2026 Members of the Institute, As announced at The UHNW Institute 2025 Symposium, The UHNW Institute is launching the Beneficiary Stories Initiative in 2026 and we want your involvement. In partnership with Pitcairn Chief Knowledge and Learning Officer Amy Hart Clyne, and Senior Research Fellow at Banyon Global, Dennis Jaffe, both co-authors of […]
Our Multi-Family Office (MFO) Study Group Will Continue in 2026
Our Multi-Family Office (MFO) Study Group Will Continue in 2026 The MFO Study Group, is led by Laurent Roux, and will focus on the practical application of the Ten Domains of Family Wealth as they relate to the work we do in the multi-family office space. Specifically highlighting high-interest topics to promote learning and collaboration across domains. There will be six sessions this […]
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 […]
