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 […]
The UHNW Institute JULY 2025 MONTHLY THEME –
The UHNW Institute JULY 2025 MONTHLY THEME – Estate Planning and Legal Issues, our theme for the month of July, encompasses more than wealth transfer. While wills and trusts, gifting strategies, business succession planning, and Generation-Skipping Transfer (GST) Planning is often the focus of the topic, the Institute will also highlight resources and events this […]
All About Power: A Conversation with Betsy Erickson and David Werdiger
Power often goes unnamed in family conversations, but its influence is unmistakable. In this episode of The Heart and Science of Wealth, host Steffi Baker is joined by Betsy Erickson (Head of Family and Individual Services at Arabella Advisors and Chair of the UHNWI Social Impact & Philanthropy Domain) and David Werdiger (Principal Consultant at […]
Sales and Marketing PMC Summary Now Available
May 2025 Practice Management Clinic UHNW Institute June 10, 2025 Overview The May 2025 Practice Management Clinic focused on organic growth strategies for wealth management firms serving ultra-high net worth families. Participants from various firms shared insights into their approaches to business development, challenges in client acquisition, and strategies for differentiation in a competitive […]
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 […]
