Roundtable Replay: The Family Business in Transition: Rethink, Rebalance, Reinvent

Roundtable Replay: The Family Business in Transition: Rethink, Rebalance, Reinvent Passing the reins of the family business is one of the most important challenges that family businesses face. However, because the senior generations are well-established and experienced in their roles, it is often assumed that they require minimal transition support. We have found these assumptions […]

Member Spotlight: Dennis Jaffe

Member Spotlight: Dennis Jaffe As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from all over the U.S., the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all of the domain heads for each Domain of Family Wealth. […]

Reimagining Family Business Transitions: Rethinking, Rebalancing, Reinventing

Reimagining Family Business Transitions: Rethinking, Rebalancing, Reinventing Successfully passing the reins of the family business to the next leader or owner is one of the most important challenges that family businesses face. It is also one of the most emotional given the life and career changes that often affect every generation of the family. Because […]

Quarterly Newsletter: Volume 1, January 2023

In the inaugural issue of the Quarterly Newsletter, you will find a Letter from the Chairman of the Board, Steve Prostano, information about the Online Membership Portal Launch, upcoming events, content and more. Read the Newsletter

Webinar Replay: How Economic Challenges Shape Advisor-Family Dynamics

Between a world of high inflation, rising interest rates and market volatility, families across the country are facing a wide range of difficulties – even those among the ultra-high net worth. In light of this environment, the UHNW Institute partnered with Family Wealth Report for the publication’s latest Wealth Talk webinar to provide insight into […]

Key Insights from Dentons Family Office Direct Investing Survey Report

Key Insights from Dentons Family Office Direct Investing Survey Report We are pleased to share that Dentons, the world’s largest law firm, has published its Dentons Family Office Direct Investing Survey Report. Following the completion of a comprehensive survey of multiple sources from nearly 200 family offices in 32 countries, the report outlines family offices’ […]

Member Spotlight: Stacy Allred

Member Spotlight: Stacy Allred As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from all over the U.S., the Institute will periodically highlight a member of its faculty. To kick off the New Year, we will start with a bi-weekly feature series of all […]

Roundtable Replay: Is There a Remedy for Truth Decay? Understanding the Global, Multigenerational Communication Breakdown

Roundtable Replay: Is There a Remedy for Truth Decay? Understanding the Global, Multigenerational Communication Breakdown Fake Twitter accounts, weaponized content, manipulated videos and new sources of trusted information have jolted us far past the “fake news” woes from the pandemic onset. “Truth decay” and “information disorder,” which are terms coined to capture the diminishing role that […]

Jamie McLaughlin on The Capital Club Podcast: The Changing Landscape of Global Wealth

Jamie McLaughlin on The Capital Club Podcast: The Changing Landscape of Global Wealth We are pleased to share that Jamie McLaughlin, CEO of J.H. McLaughlin & Co. and board member of The UHNW Institute, was recently interviewed for a special episode of The Capital Club, a podcast dedicated to providing high-net-worth individuals and family offices […]