Welcoming New Advisory Board Member: Tavan L. R. Pechet
Welcoming New Advisory Board Member: Tavan L. R. Pechet The UHNW Institute is pleased to welcome Tavan L. R. Pechet, Founder of Pechet Advisors, to our Advisory Board. Tavan brings extensive experience advising ultra-high-net-worth families on complex wealth management, governance, and philanthropy. His background as CEO of a multi-generational family office, combined with earlier roles […]
Tenth Family Wealth Report Family Office FinTech Summit – October 9, 2025
Tenth Family Wealth Report Family Office FinTech Summit – October 9, 2025 The Family Wealth Report Family Office FinTech Summit returns for its tenth year. This one-day event brings together family office and wealth management leaders to examine how technology is reshaping operations and client service. The program features keynote sessions, panel discussions, and live […]
Gifting Decisions and Planning with Flexibility Under OB3
Gifting Decisions and Planning with Flexibility Under OB3 This new resource has been added to our Resource Library! Written by Kim Kamin and Jonathan Lee of Gresham, this new advanced white paper outlines best practices—including adaptable trust structures, funding strategies, and alternatives for illiquid assets—while highlighting ways to avoid IRS scrutiny and tax traps. The […]
September Theme: Back to Work— Family Enterprise
September Theme: Back to Work— Family Enterprise Dear UHNW Institute Members, As Summer comes to end and kids head off to school, the Institute is hard at work this month on its exciting fall line-up of events including our in-person Collegium in Chicago this October, the annual Symposium in New York City in November and […]
The UHNW Institute’s Q3 2025 Newsletter
The UHNW Institute’s Q3 2025 Newsletter The Q3 newsletter offers a window into the Institute’s continued evolution and a preview of what’s next. Inside, our Chairman reflects on recent progress, we share a calendar full of upcoming events and publications and offer a preview of what’s ahead, keeping our members at the forefront of thought […]
Featured Member: Paul Viollis
Featured Member: Paul Viollis 1. As it pertains to UHNW client needs, what are the most significant trends you’re seeing now related to the work you do at Viollis Group Intl? By far, the biggest issue causing clients harm is the use of public email. Just over 91% of those emails we examine have been […]
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 […]
