The UHNW Institute’s 2025 Summer Reading List is Now Available
The UHNW Institute’s 2025 Summer Reading List is Now Available Each August, The UHNW Institute pauses regular programming to share a curated Summer Reading List—an annual tradition shaped by recommendations from our members. The list reflects the diversity of expertise and interests within our community, drawing from multiple disciplines to provide resources that are both […]
Introducing the AIM Framework™ Overview: A New Resource for Integrated Wealth Advising
Introducing the AIM Framework™ Overview: A New Resource for Integrated Wealth Advising We’ve just released a new overview of the AIM Framework™—a practical introduction to a structured, repeatable approach for delivering integrated family wealth advice. This resource outlines the framework’s three core phases—Assessment, Implementation, and Monitoring—and clarifies the roles of both advisors and families in […]
Roundtable Replay: Trust Owned Enterprises – What Every Advisor Should Know
Roundtable Replay: Trust Owned Enterprises – What Every Advisor Should Know Trust-owned entities are common in ultra-high-net-worth families—but navigating them is anything but straightforward. This roundtable brought together leading voices in estate planning, legal services, and family governance to unpack the complexities that accompany these structures and what effective advisory work really requires in this […]
THE UHNW INSTITUTE AUGUST 2025 MONTHLY THEME
THE UHNW INSTITUTE AUGUST 2025 MONTHLY THEME A Little R&R… And R to End the Summer The UHNW Institute‘s 2025 Summer Reading List Dear UHNW Institute Members, It’s that time again. To aid in your last month of rest, relaxation and READING, the UHNW Institute’s 2025 Summer Reading List will be available shortly, so watch […]
Practice Management Clinic Report Now Available: Metrics That Matter
Practice Management Clinic Report Now Available: Metrics That Matter The full report from our June 2025 Practice Management Clinic, Metrics That Matter, is now available. This session explored the Business Management pillar of the Building Blocks of Practice Management and focused on how leading firms are leveraging data to drive growth, increase profitability, and improve […]
New Podcast Episode: Navigating Risk Management with Kate Norris
New Podcast Episode: Navigating Risk Management with Kate Norris In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Kate Norris, founder and CEO of Atténuer Risk, for a timely conversation on risk management for ultra-high-net-worth families. Kate shares how her experience in financial services led to the creation of Atténuer […]
September Roundtable: The Aim Framework — A New Model for Understanding and Explaining Best Practices in Advisory Services
Tuesday, September 9 at 4 PM EST Seasoned advisors recognize the rhythm of effective client work in their own specialties. What often goes unspoken is the shared cycle that drives progress across all disciplines. To articulate this common ground, the UHNW Institute examined advisory practices within the Ten Domains of Family Wealth™ and identified three […]
Wealthesaurus™ Highlighted in CNBC’s Inside Wealth
Wealthesaurus™ Highlighted in CNBC’s Inside Wealth The Wealthesaurus™ was recently featured by Robert Frank, CNBC Wealth Editor, in his Inside Wealth newsletter. The article examines the growing use of unclear or inflated language in wealth management and highlights how the Wealthesaurus™ offers a credible, citation-based alternative. With more than 80 entries and counting, the Wealthesaurus™ […]
Protecting the Legacy of Family Offices and Family Businesses in Today’s Legislative Environment
Protecting the Legacy of Family Offices and Family Businesses in Today’s Legislative Environment Lunch & Learn | Friday, September 19, 2025 | 11 AM – 1 PM ET PKF O’Connor Davies, 245 Park Avenue, 5th Floor, NYC The UHNW Institute invites you to an in-person luncheon focused on current and proposed legislation affecting family offices […]
Introducing “The Top Shelf”: A New Way to Access the UHNW Institute Resource Library
Introducing “The Top Shelf”: A New Way to Access the UHNW Institute Resource Library For over two years, UHNW Institute members have asked for a simpler way to stay on top of the latest thinking—requesting that resources come to them rather than having to search the Resource Library themselves. We’re excited to announce that the […]
