New Podcast Episode: Navigating Risk Management with Kate Norris
New Podcast Episode: Navigating Risk Management with Kate Norris In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Kate Norris, founder and CEO of Atténuer Risk, for a timely conversation on risk management for ultra-high-net-worth families. Kate shares how her experience in financial services led to the creation of Atténuer […]
September Roundtable: The Aim Framework — A New Model for Understanding and Explaining Best Practices in Advisory Services
Tuesday, September 9 at 4 PM EST Seasoned advisors recognize the rhythm of effective client work in their own specialties. What often goes unspoken is the shared cycle that drives progress across all disciplines. To articulate this common ground, the UHNW Institute examined advisory practices within the Ten Domains of Family Wealth™ and identified three […]
Wealthesaurus™ Highlighted in CNBC’s Inside Wealth
Wealthesaurus™ Highlighted in CNBC’s Inside Wealth The Wealthesaurus™ was recently featured by Robert Frank, CNBC Wealth Editor, in his Inside Wealth newsletter. The article examines the growing use of unclear or inflated language in wealth management and highlights how the Wealthesaurus™ offers a credible, citation-based alternative. With more than 80 entries and counting, the Wealthesaurus™ […]
Protecting the Legacy of Family Offices and Family Businesses in Today’s Legislative Environment
Protecting the Legacy of Family Offices and Family Businesses in Today’s Legislative Environment Lunch & Learn | Friday, September 19, 2025 | 11 AM – 1 PM ET PKF O’Connor Davies, 245 Park Avenue, 5th Floor, NYC The UHNW Institute invites you to an in-person luncheon focused on current and proposed legislation affecting family offices […]
Introducing “The Top Shelf”: A New Way to Access the UHNW Institute Resource Library
Introducing “The Top Shelf”: A New Way to Access the UHNW Institute Resource Library For over two years, UHNW Institute members have asked for a simpler way to stay on top of the latest thinking—requesting that resources come to them rather than having to search the Resource Library themselves. We’re excited to announce that the […]
Roundtable Replay: Business Sustainability and Capital Structure in a Maturing Industry
As organizations in the family wealth field evolve, new questions are emerging around ownership models, capital planning, and the structures that support long-term stability. In this roundtable replay, moderator Jamie McLaughlin (J. H. McLaughlin & Co.) is joined by Liz Nesvold (Emigrant Bank), Kevin Casey (Pathstone), Kathy Lintz (Matter Family Office), Claire O’Keefe (Cerity Partners), […]
New Coverage Highlights the Wealthesaurus™ as a Cross-Disciplinary Resource
New Coverage Highlights the Wealthesaurus™ as a Cross-Disciplinary Resource The Wealthesaurus™ continues to be recognized for its role in standardizing terminology across family wealth advising. Thank you to Sarah B. Hood and Canadian Family Offices for featuring the glossary’s new role in addressing long-standing communication challenges across legal, financial, governance, and philanthropic disciplines. The article […]
Save the Date: 5th Annual UHNW Symposium | November 17-18, 2025 | New York City
Save the Date: 5th Annual UHNW Symposium | November 17-18, 2025 | New York City We’re pleased to announce the 5th Annual UHNW Symposium, taking place November 17-18, 2025, in the heart of Midtown NYC. See below for initial event details. November 17, 2025 Day 1 – Afternoon Paramount Club, 1301 Avenue of the Americas, […]
New Podcast Episode: Tax Residency: Myths Debunked
New Podcast Episode: Tax Residency: Myths Debunked In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Judi Galst, Managing Director, Private Clients at Henley & Partners, for a conversation on investment migration. They discuss why more U.S.-based families are exploring second residency or citizenship options, how these programs function, and […]
Masterclass Replay: The Adventures of Family Conflict: Practical Wisdom & Skills
Masterclass Replay: The Adventures of Family Conflict: Practical Wisdom & Skills Conflict in UHNW families is rarely straightforward. Its roots can be subtle, and its effects can carry across generations. In this Masterclass replay, facilitators Stacy Allred, Arne Boudewyn, and Dr. Moira Somers guide advisors through real-world considerations when working with families in conflict. Drawing […]
