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 […]
The UHNW Institute’s Holiday Gift Guide
The UHNW Institute’s Holiday Gift Guide The UHNW Institute is once again curating its annual Holiday Gift Guide, and we’d love your ideas and recommendations. Now in its second year, the guide brings together thoughtful ways to express appreciation, celebrate milestones, and strengthen connections with valued clients and staff. Each gift idea reflects a blend […]
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 […]
