July 15, 2026We proudly announce that Scott E. Squillace, Esq., Founder and Principal of Squillace & Associates, P.C., has joined the UHNW…
July 14, 2026Advisory specialization has long been the default. One professional handles tax. Another manages investments. A third oversees legal structure. The…
July 9, 2026We proudly announce two additions to the UHNW Institute's Leadership: Stephanie J. Gromek, Chair of the UHNWI Practice Management Clinic…
July 8, 2026How will prospective clients find and evaluate advisory firms in an AI-driven world? That question was at the center of…
June 25, 2026Tom McCullough, Managing Director of Thought Leadership and Strategy at the UHNW Institute, addresses the question that surfaces more consistently…
June 22, 2026Each summer, The UHNW Institute shares a curated reading list shaped by recommendations from our members. This collection reflects the…
June 18, 2026For more than four decades, the Annual Planning for Large Estates Program has set the standard for advanced estate and…
June 17, 2026"How is this all going to end?" When observing the current global climate, that is the multi-trillion-dollar question. Yet,…
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…