The UHNW Institute’s Q1 2026 Newsletter
The UHNW Institute’s Q1 2026 Newsletter The Q1 newsletter reflects on the strong foundation built in 2025 and shares what the Institute is focused on in 2026. Inside, our Chairman outlines recent progress and key transitions, we highlight new and noteworthy updates, including the 2025 Symposium Report and Beneficiary Stories, and share an active calendar […]
Featured Member: Meredith Straight
Featured Member: Meredith Straight This month, the Institute spotlights our quarterly conversation with Meredith Straight of Renkert Thomas Consulting. Meredith speaks to the importance of staying connected to a values-aligned professional community. She offers perspective for younger professionals entering the field, shares how her earlier career in emergency and pediatric critical care continues to shape […]
The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications
The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications Join The UHNW Institute on February 19 at 3:30-4:30 PM ET for The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications, a conversation with Ronald Varney. The art and collectibles market is being reshaped by shifting global wealth, generational preferences, new buying […]
The UHNW Institute’s 2026 Program Calendar Is Now Available!
The UHNW Institute’s 2026 Program calendar is now available! Download the calendar for a comprehensive view of this year’s programs and content designed to advance education, foster collaboration, and support consistent, integrated planning and decision-making for UHNW families. Please note that event dates and times are subject to change, and additional programming and content will […]
Inside the 2025 UHNW Institute Symposium: The Firm of the Future: Living in the Real World – The Toolkit in Action
Inside the 2025 UHNW Institute Symposium: The Firm of the Future: Living in the Real World – The Toolkit in Action How are leading firms actually delivering integrated wealth management to UHNW families today, and what does it take to do it well? The 2025 Symposium tackled these questions head-on, bringing together practitioners from across […]
Welcome to Our Newest Educational Partner: BCU Risk Advisors
Welcome to Our Newest Educational Partner: BCU Risk Advisors The UHNW Institute is pleased to welcome BCU Risk Advisors as our newest Educational Partner. BCU Risk Advisors works with ultra-high-net-worth families and their advisors on a range of risk management considerations, including insurance strategy, risk mitigation, and tailored approaches designed to address complex needs. This partnership supports […]
The UHNW Institute Is Launching the Beneficiary Stories Initiative (BSI)
The UHNW Institute Is Launching the Beneficiary Stories Initiative (BSI) At the UHNW Institute, we believe the most transformative insights in wealth management don’t live in spreadsheets—they live in stories. One story we rarely hear, yet absolutely need, is the beneficiary experience: what it feels like to receive wealth, to inherit expectations, and to grow into stewardship. […]
New for 2026: The UHNW Institute Book Club
New for 2026: The UHNW Institute Book Club The UHNW Institute’s Book Club offers members a facilitated yet informal space to explore thought-provoking books and exchange perspectives with peers across disciplines. The book club will explore timely ideas with a network of fellow professionals. Designed for those who value thoughtful dialogue, reflection, discussion, and cross-domain learning. […]
The Obsolete Armor: Integrated Risk Management for the AI Era
The Obsolete Armor: Integrated Risk Management for the AI Era Join The UHNW Institute for our first program of the year on January 29 at 3:30-4:30 PM ET, The Obsolete Armor: Integrated Risk Management for the AI Era, presented by Edward Marshall, CEO of Presage Global. AI has broken traditional security. A cheap deepfake and short voice clone can […]
Happy New Year! An Announcement from the Chairman, Steve Prostano
Happy New Year! An Announcement from the Chairman, Steve Prostano With both gratitude for the past and optimism for the future, we announce the retirement of Jim Grubman and the appointment of Tom McCullough as Managing Director of Thought Leadership and Strategy. We are deeply grateful to Jim Grubman for his significant contributions to […]
