October 20, 2025The Institute is excited to share that we have officially launched the SFO Circle, our membership for senior executives in single-family offices. At…
October 14, 2025The September 19th roundtable explored how evolving tax and legislative policies are shaping the future of family businesses and family…
October 13, 2025The UHNW Institute is pleased to welcome Jane Flanagan, Independent Advisor, Executive Coach, and Founder of Essential Connections Network LLC,…
October 9, 2025Dear UHNW Institute Members, Our favorite time of year is here! Fall brings our Signature Events: The Collegium in Chicago…
October 8, 2025For over two years, UHNW Institute members have asked for a simpler way to stay on top of the latest…
October 7, 2025Practice Management Clinic Report Now Available: From Pain Points to Possibilities The full report from our September 2025 Practice Management…
September 29, 2025Offering unbiased content, peer forums, clinics, study groups, and an annual symposium for SFO professionals worldwide Amid an ever-wider…
September 23, 2025This roundtable, led by Dr. Jim Grubman, Content Chair at the UHNW Institute, explored the AIM Framework™, a model…
September 18, 2025The UHNW Institute is once again curating its annual Holiday Gift Guide, and we’d love your ideas and recommendations. Now…
September 16, 2025The UHNW Institute is pleased to welcome Tavan L. R. Pechet, Founder of Pechet Advisors, to our Advisory Board. Tavan…