The UHNW Institute Resource Library Delivers Top Resources to Members
The UHNW Institute Resource Library Delivers Top Resources to Members Watch a two-minute guide to the Top Shelf. Learn just how easy it is to stay informed about the topics that interest you the most. Sign up today via the Resource Library homepage, or by emailing tkehoe@uhnwinstitute.org, to receive periodic updates with fresh, relevant resources tailored […]
New Podcast Episode: Building an Integrated Family Office: Thought Leadership, Succession and What’s Ahead at the UHNW Institute
New Podcast Episode: Building an Integrated Family Office: Thought Leadership, Succession and What’s Ahead at the UHNW Institute In this episode of The UHNW Institute Podcast, host Joe Reilly sits down with Tom McCullough, the UHNW Institute’s new Managing Director of Thought Leadership and Strategy, for a wide-ranging conversation about leadership transitions, the Institute’s growing […]
Save the Date: UHNW Institute Regional Gathering in Washington, D.C. | May 20
Save the Date: UHNW Institute Regional Gathering in Washington, D.C. | May 20 The UHNW Institute and Educational Partner, DonorsTrust, invite members in the D.C. area to join us on May 20 for a regional gathering in Washington, D.C. The evening will open with an interactive discussion on Donor-Advised Funds (DAFs), featuring UHNW Institute faculty […]
Growing from Analyst to Partner: Investing in the Human Capital Within Your Organization
Growing from Analyst to Partner: Investing in the Human Capital Within Your Organization Cultivating the Non-Specialist Skills that Underly Excellence Featuring Kristin Keffeler, MSM, MAPP March 10, 2026 | 3:30pm ET | 75 minutes The wealth management field now recognizes non-technical advisory skills—competencies in facilitation, interdisciplinary collaboration, practice management—as essential to engaging with and collaborating […]
NEW WHITE PAPER—A BLUEPRINT FOR MULTI-GENERATIONAL SUCCESS: BUILDING A COALITION OF THE WILLING | PART ONE
NEW WHITE PAPER—A BLUEPRINT FOR MULTI-GENERATIONAL SUCCESS: BUILDING A COALITION OF THE WILLING | PART ONE For decades, family enterprise succession was framed as a simple ‘passing of the baton’ from one leader to the next. But today’s multi-generational families are more complex, with broader ownership, evolving leadership expectations and greater interconnectedness. Written by a […]
March Roundtable – A Blueprint for Multi-Generational Success: Building a Coalition of the Willing
March Roundtable – A Blueprint for Multi-Generational Success: Building a Coalition of the Willing “Who will take over the business after you?” This question – so familiar, so often asked of family business owner-managers by advisors, bankers, friends and family – is built on an assumption: succession planning is a baton pass. The assumption is understandable: […]
The UHNW Institute FEBRUARY 2026 MONTHLY THEME – Passing the Baton with Purpose: Navigating Leadership and Generational Transitions in Firms and Families
The UHNW Institute FEBRUARY 2026 MONTHLY THEME – Passing the Baton with Purpose: Navigating Leadership and Generational Transitions in Firms and Families Dear UHNW Institute Members, Transition isn’t a moment; it’s a practice. This month, the UHNW Institute theme is Passing the Baton: Navigating Leadership and Generational Transitions in Firms and Families. In our monthly […]
WELCOMING NEW UHNW INSTITUTE TEAM MEMBER: MATTHEW MURPHY
WELCOMING NEW UHNW INSTITUTE TEAM MEMBER: MATTHEW MURPHY The UHNW Institute is pleased to welcome Matthew Murphy as Principal, Membership Growth and Engagement. During the past five years at Family Office Exchange (FOX), Matthew served as Director and Head of New Member Development. In that role, he led new member development efforts by identifying prospective […]
Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era
Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era Traditional security defenses are no longer sufficient to protect family offices from the rapid advancement of AI-driven threats. Low-cost tools like voice cloning and deepfakes have effectively neutralized many of the safeguards that families and their advisors have relied on for years. In […]
New Featured Resource by UHNW Institute Leadership — Estate Planning for Modern Families
New Featured Resource by UHNW Institute Leadership — Estate Planning for Modern Families The fourth edition of The Tools and Techniques of Estate Planning for Modern Families has been released, providing updated guidance on the legal and tax issues specific to today’s family structures. Co-authored by Stephan R. Leimberg (CEO of Leimberg and LeClair, Inc.), […]
