New Podcast Episode: Leaving Your Legacy
New Podcast Episode: Leaving Your Legacy This episode marks the launch of the UHNW Institute’s Beneficiary Stories Initiative, a new effort designed to elevate the real experiences, opportunities, and challenges of inherited wealth. Led by Amy Hart Clyne, Dennis Jaffe, and Angelique LeDoux, and supported by educational partner Pitcairn, the initiative will bring forward the […]
Roundtable Replay: The Impact of Evolving Tax Policy on Family Enterprises
Roundtable Replay: The Impact of Evolving Tax Policy on Family Enterprises The September 19th roundtable explored how evolving tax and legislative policies are shaping the future of family businesses and family offices. The expert panel included Pat Soldano, President of Family Enterprise USA and the Policy and Taxation Group; John Gugliada, Director of Engagement […]
Welcome New Faculty Member: Jane Flanagan
Welcome New Faculty Member: Jane Flanagan The UHNW Institute is pleased to welcome Jane Flanagan, Independent Advisor, Executive Coach, and Founder of Essential Connections Network LLC, as a new Faculty Member in our Governance and Decision-Making Domain. In her current role, Jane supports the personal and professional development of family office leaders. Previously, she […]
October Theme: Social Impact & Philanthropy
Dear UHNW Institute Members, Our favorite time of year is here! Fall brings our Signature Events: The Collegium in Chicago on October 6–7 and the Symposium in New York City on November 17–18. Day one of the Symposium features an optional live training on the advanced application of the Ten Domains, an introduction to […]
Presenting “The Top Shelf”: A New Way to Access the UHNW Institute Resource Library
Presenting “The Top Shelf”: A New Way to Access the UHNW Institute Resource Library For over two years, UHNW Institute members have asked for a simpler way to stay on top of the latest thinking—requesting that resources come to them rather than having to search the Resource Library themselves. What Is the Top Shelf? A […]
Practice Management Clinic Report Now Available: From Pain Points to Possibilities
Practice Management Clinic Report Now Available: From Pain Points to Possibilities The full report from our September 2025 Practice Management Clinic, From Pain Points to Possibilities: The Future State of UHNW Technology, is now available on our member portal. Facilitated by John Dowd (Fiduciary Trust International), with panelists Dr. Tania Neild (InfoGrate), Rod Sayegh (Fiduciary […]
New Podcast Episode: The Expert Generalist: The Most Valuable Seat in the Family Office
New Podcast Episode: The Expert Generalist: The Most Valuable Seat in the Family Office In the latest episode of the SFO Podcast, host Kristen Oliveri, senior family office advisor at the UHNW Institute, is joined by Linda Mack (Founder and President, Mack International and UHNWI board member), Rich Wolkowitz (Founder Xylogenesis® Family Office Advisory), […]
UHNW Institute Launches SFO Circle: A Global Community for Single Family Office Professionals
UHNW Institute Launches SFO Circle: A Global Community for Single Family Office Professionals Offering unbiased content, peer forums, clinics, study groups, and an annual symposium for SFO professionals worldwide Amid an ever-wider array of financial-technology and advisory choices, leaner teams, and escalating UHNW family expectations—and often operating in peer isolation—single-family office (SFO) professionals face […]
New Podcast Episode: Power Maps
New Podcast Episode: Power Maps In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Betsy Erickson (Head of Family and Individual Services, Arabella Advisors and UHNW Institute Social Impact & Philanthropy Domain Chair) and David Werdiger (Principal Consultant, Nathanson Pearson and UHNW Institute faculty member) for a discussion on power […]
Roundtable Replay | The AIM Framework: A New Model for Understanding and Explaining Best Practices in Advisory Services
Roundtable Replay | The AIM Framework: A New Model for Understanding and Explaining Best Practices in Advisory Services This roundtable, led by Dr. Jim Grubman, Content Chair at the UHNW Institute, explored the AIM Framework™, a model developed by the Institute to guide advisors and families through the complexities of integrated family wealth management […]
