June 10, 2026Historically, founders viewed passing down the business as a straightforward event that could be managed solo when the time felt…
June 4, 2026What does "family office services" actually mean today? That question was at the center of the UHNW Institute's May 2026…
June 4, 2026The UHNW Institute is pleased to welcome Sarah Camargo to the team as Administrative & Project Assistant. In her role,…
May 28, 2026As AI rapidly reshapes advisory work, how will firms attract, develop, and retain the next generation of integrated advisors? The…
May 21, 2026The Q2 newsletter opens with a letter from our Chairman on the Institute's priorities for 2026, including international expansion, rising…
May 20, 2026This month, the Institute spotlights our quarterly conversation with Brian Hughes, President of Eton Advisors. Brian traces his path with…
May 19, 2026The UHNW Institute Resource Library has quietly grown into one of the most comprehensive curated collections in the ultra-high-net-worth advisory…
May 1, 2026The UHNW Institute congratulates all of the recipients recognized at the 2026 Family Wealth Report Awards, honoring excellence across the…
April 30, 2026Thursday, May 28 | 3:30 PM ET Members can register in the portal here. The Iran conflict has moved well…
April 29, 2026The UHNW Institute is pleased to announce three new faculty appointments. Pat Armstrong has transitioned from faculty member on the…