The UHNW Institute Q2 2025 Newsletter
The 2025 second quarter newsletter includes a Letter from the Chairman of the Board, the launch of the Wealthesaurus™ and our SFO Offering, a recap of recent programming and monthly themes, and more. Click here to download. If you have any questions about this quarter’s newsletter or are interested in joining The UHNW Institute, […]
Bill Wyman UHNW Institute Member Profile
The UHNW Institute is pleased to feature our quarterly conversation highlights with Bill Wyman, President of Family Office Services at Summitas, LLC and Advisory Board Member at the Institute. Bill shares his thoughts on current and future trends, the obstacles and changes he sees within the industry and more. As it pertains to […]
Family Wealth Report Profiles the Wealthesaurus™
Family Wealth Report takes readers inside the UHNW Institute’s two-year effort to build the Wealthesaurus™, a glossary of nearly 100 common and specialized family wealth advising industry terms. With objective, citation-backed definitions, the Wealthesaurus™ gives advisors a shared language, making it easier to benchmark quality, compare service models, and set clear expectations with families. Read […]
First Quarterly Episode of the New Single Family Office Podcast Now Available
In the debut episode of our new Single Family Office Podcast, host Kristen Oliveri, senior family office advisor at UHNWI, is joined by Natasha Pearl, CEO and founder of Aston Pearl and UHNWI faculty member and Bill Wyman, president of Family Office Services at Summitas, LLC and UHNWI Advisory Board member. The trio shares […]
July Roundtable: Trust-Owned Enterprises: What Every Advisor Should Know
July Roundtable: Trust-Owned Enterprises: What Every Advisor Should Know Thursday, July 24 from 4-5:30 PM ET For many UHNW families, trust structures are not separate from the enterprise; they are the enterprise. From active operating companies to investment partnerships and holding vehicles, these entities are frequently held in trust. Yet many advisors are not fully […]
New Industry Resource Available for Pre-Order Wealth Management with a Difference: Your Guide to Achieving Client, Generational, and Business Success
April Rudin, CEO of the Rudin Group, and Nick Rice, Director at Brunswick Group, have co-authored Wealth Management with a Difference, set for global release by Wiley in October 2025. This book dives deep into generational change in the global wealth management industry, offering actionable insights and strategies for financial professionals to seize emerging opportunities. […]
Preparing for the Wealth Shift of the Century: Highlights from the UHNW Institute’s Inaugural Women’s Leadership Summit
Preparing for the Wealth Shift of the Century: Highlights from the UHNW Institute’s Inaugural Women’s Leadership Summit With the largest intergenerational wealth transfer in history underway, the Ultra High Net Worth (UHNW) Institute gathered a powerhouse group of female leaders in wealth management to explore the shifting financial landscape—and the pivotal role women will […]
JULY ROUNDTABLE: BUSINESS SUSTAINABILITY AND CAPITAL STRUCTURE IN A MATURING INDUSTRY
JULY ROUNDTABLE: BUSINESS SUSTAINABILITY AND CAPITAL STRUCTURE IN A MATURING INDUSTRY Roundtable | Monday, July 7 at 4 PM ET As firms in the family wealth space grow and mature, the conversations around ownership, structure and long-term sustainability are growing more nuanced. What does it mean to build a business that lasts? And what capital […]
The Wealthesaurus™ is Now LIVE
The Wealthesaurus™ is Now LIVE When words mean different things to different people, good advice can get lost. That’s why we created the Wealthesaurus, the first standardized glossary of terms for professionals serving ultra-high-net-worth families. Built in collaboration with faculty across the Ten Domains of Family Wealth, the Wealthesaurus was designed to help professionals and […]
Roundtable Replay: Is There a Doctor in the Firm? The Changing Role of Wealth Advisors in Addressing Client Health Concerns
Roundtable Replay: Is There a Doctor in the Firm? The Changing Role of Wealth Advisors in Addressing Client Health Concerns Physical, mental or behavioral health concerns can shape how UHNW families make decisions, manage risk and plan for conversations. In this roundtable replay, panelists discuss how advisors can practically engage with these issues, provide useful […]
