March Roundtable – A Blueprint for Multi-Generational Success: Building a Coalition of the Willing
March Roundtable – A Blueprint for Multi-Generational Success: Building a Coalition of the Willing “Who will take over the business after you?” This question – so familiar, so often asked of family business owner-managers by advisors, bankers, friends and family – is built on an assumption: succession planning is a baton pass. The assumption is understandable: […]
The UHNW Institute FEBRUARY 2026 MONTHLY THEME – Passing the Baton with Purpose: Navigating Leadership and Generational Transitions in Firms and Families
The UHNW Institute FEBRUARY 2026 MONTHLY THEME – Passing the Baton with Purpose: Navigating Leadership and Generational Transitions in Firms and Families Dear UHNW Institute Members, Transition isn’t a moment; it’s a practice. This month, the UHNW Institute theme is Passing the Baton: Navigating Leadership and Generational Transitions in Firms and Families. In our monthly […]
WELCOMING NEW UHNW INSTITUTE TEAM MEMBER: MATTHEW MURPHY
WELCOMING NEW UHNW INSTITUTE TEAM MEMBER: MATTHEW MURPHY The UHNW Institute is pleased to welcome Matthew Murphy as Principal, Membership Growth and Engagement. During the past five years at Family Office Exchange (FOX), Matthew served as Director and Head of New Member Development. In that role, he led new member development efforts by identifying prospective […]
Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era
Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era Traditional security defenses are no longer sufficient to protect family offices from the rapid advancement of AI-driven threats. Low-cost tools like voice cloning and deepfakes have effectively neutralized many of the safeguards that families and their advisors have relied on for years. In […]
New Featured Resource by UHNW Institute Leadership — Estate Planning for Modern Families
New Featured Resource by UHNW Institute Leadership — Estate Planning for Modern Families The fourth edition of The Tools and Techniques of Estate Planning for Modern Families has been released, providing updated guidance on the legal and tax issues specific to today’s family structures. Co-authored by Stephan R. Leimberg (CEO of Leimberg and LeClair, Inc.), […]
2026 Practice Management Clinics | Building Capability. Sharing Insight. Advancing the Practice.
2026 Practice Management Clinics | Building Capability. Sharing Insight. Advancing the Practice. As the UHNW landscape continues to evolve, so too do the operational, strategic, and organizational demands placed on firms and family offices. Ongoing dialogue with members—through conversations, surveys, and program feedback—reinforces a continued desire for deeper, more practical engagement around practice management. In […]
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 […]
