September 17, 2026For years, The UHNW Institute has been working to address a fundamental challenge in our field: how do we move…
September 11, 2026The UHNW Institute is pleased to announce two new faculty appointments. Brad Jesson has been named Chair of the new…
September 11, 2026Your feedback helped shape recent updates to The UHNW Institute's member directory, giving you more ways to introduce yourself and…
September 10, 2026UHNW families rarely lack expert advisors. The harder challenge is bringing all that expertise together. That idea is central to…- September 10, 2026Download this practical resource to help you guide clients through creating a thoughtful, meaningful letter of wishes.
- September 10, 2026This article offers expert guidance on using letters of wishes to clarify intentions, preserve family values and help fiduciaries make…
September 4, 2026This month, we're shining a spotlight on Gregg Robins, founder of Robins Advising and a member of the Institute's International…
August 27, 2026The UHNW Institute is pleased to announce four new faculty appointments. Edward Marshall has been named Chair of the Risk…
August 20, 2026For advisors serving ultra high net worth families, technical expertise in investments, tax planning and estate structures remains essential. But…
August 18, 2026Dear UHNW Institute Members and Friends, It is with profound sadness that we share with you the news of Steve…