March 17, 2026The UHNW Institute is pleased to announce two Family Wealth Report forums taking place in New York City this April,…
March 16, 2026Dear UHNW Institute Members, For generations, succession in family businesses and advisory firms has been framed as a simple baton…
March 12, 2026When a family enterprise grows to include 20 or 30 family members who all want a role in the business,…
March 6, 2026The new UHNW Institute website is redesigned and built around a simple goal: make it easier for members to find,…
March 5, 2026Art decisions are rarely only financial. For ultra-high-net-worth families, collections carry questions of value, liquidity, ownership structure and what happens…
March 3, 2026Watch a two-minute guide to the Top Shelf. Learn just how easy it is to stay informed about the…
February 25, 2026Cultivating the Non-Specialist Skills that Underly Excellence Featuring Kristin Keffeler, MSM, MAPP March 10, 2026 | 3:30pm ET | 75…
February 23, 2026For decades, family enterprise succession was framed as a simple ‘passing of the baton’ from one leader to the next.…
February 18, 2026Dear UHNW Institute Members, Transition isn’t a moment; it’s a practice. This month, the UHNW Institute theme is Passing the Baton:…
February 18, 2026The UHNW Institute is pleased to welcome Matthew Murphy as Principal, Membership Growth and Engagement. During the past five years…