The UHNW Institute JULY 2025 MONTHLY THEME –
The UHNW Institute JULY 2025 MONTHLY THEME – Estate Planning and Legal Issues, our theme for the month of July, encompasses more than wealth transfer. While wills and trusts, gifting strategies, business succession planning, and Generation-Skipping Transfer (GST) Planning is often the focus of the topic, the Institute will also highlight resources and events this […]
All About Power: A Conversation with Betsy Erickson and David Werdiger
Power often goes unnamed in family conversations, but its influence is unmistakable. In this episode of The Heart and Science of Wealth, host Steffi Baker is joined by Betsy Erickson (Head of Family and Individual Services at Arabella Advisors and Chair of the UHNWI Social Impact & Philanthropy Domain) and David Werdiger (Principal Consultant at […]
Sales and Marketing PMC Summary Now Available
May 2025 Practice Management Clinic UHNW Institute June 10, 2025 Overview The May 2025 Practice Management Clinic focused on organic growth strategies for wealth management firms serving ultra-high net worth families. Participants from various firms shared insights into their approaches to business development, challenges in client acquisition, and strategies for differentiation in a competitive […]
The UHNW Institute Q2 2025 Newsletter
The 2025 second quarter newsletter includes a Letter from the Chairman of the Board, the launch of the Wealthesaurus™ and our SFO Offering, a recap of recent programming and monthly themes, and more. Click here to download. If you have any questions about this quarter’s newsletter or are interested in joining The UHNW Institute, […]
Bill Wyman UHNW Institute Member Profile
The UHNW Institute is pleased to feature our quarterly conversation highlights with Bill Wyman, President of Family Office Services at Summitas, LLC and Advisory Board Member at the Institute. Bill shares his thoughts on current and future trends, the obstacles and changes he sees within the industry and more. As it pertains to […]
Family Wealth Report Profiles the Wealthesaurus™
Family Wealth Report takes readers inside the UHNW Institute’s two-year effort to build the Wealthesaurus™, a glossary of nearly 100 common and specialized family wealth advising industry terms. With objective, citation-backed definitions, the Wealthesaurus™ gives advisors a shared language, making it easier to benchmark quality, compare service models, and set clear expectations with families. Read […]
First Quarterly Episode of the New Single Family Office Podcast Now Available
In the debut episode of our new Single Family Office Podcast, host Kristen Oliveri, senior family office advisor at UHNWI, is joined by Natasha Pearl, CEO and founder of Aston Pearl and UHNWI faculty member and Bill Wyman, president of Family Office Services at Summitas, LLC and UHNWI Advisory Board member. The trio shares […]
July Roundtable: Trust-Owned Enterprises: What Every Advisor Should Know
July Roundtable: Trust-Owned Enterprises: What Every Advisor Should Know Thursday, July 24 from 4-5:30 PM ET For many UHNW families, trust structures are not separate from the enterprise; they are the enterprise. From active operating companies to investment partnerships and holding vehicles, these entities are frequently held in trust. Yet many advisors are not fully […]
New Industry Resource Available for Pre-Order Wealth Management with a Difference: Your Guide to Achieving Client, Generational, and Business Success
April Rudin, CEO of the Rudin Group, and Nick Rice, Director at Brunswick Group, have co-authored Wealth Management with a Difference, set for global release by Wiley in October 2025. This book dives deep into generational change in the global wealth management industry, offering actionable insights and strategies for financial professionals to seize emerging opportunities. […]
Preparing for the Wealth Shift of the Century: Highlights from the UHNW Institute’s Inaugural Women’s Leadership Summit
Preparing for the Wealth Shift of the Century: Highlights from the UHNW Institute’s Inaugural Women’s Leadership Summit With the largest intergenerational wealth transfer in history underway, the Ultra High Net Worth (UHNW) Institute gathered a powerhouse group of female leaders in wealth management to explore the shifting financial landscape—and the pivotal role women will […]
