Summer Reading Call for Submissions
The UHNW Institute publishes an annual Summer Reading List featuring books, podcasts and articles from across our global community. It’s a tradition that reflects the personal and professional curiosity of those who guide and support UHNW families. We’d love to include your recommendations. What are you reading? Where are you reading it? We invite […]
UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and More
The Ultra High Net Worth Institute (UHNW Institute), an independent, nonprofit think tank advancing the practice of wealth management, is putting a stake in the ground: For the first time, well-defined standards and frameworks are bringing structure, clarity, and cohesion to how professionals serve ultra-high net worth (UHNW) individuals and families. With the rollout of […]
Family Wealth Report Family Office Cybersecurity Forum
Family Wealth Report Family Office Cybersecurity Forum UHNW Institute members are invited to join on a complimentary basis the Family Wealth Report Family Office Cybersecurity Forum, a full-day, in-person event focused on cybersecurity strategies for family offices. Details The Family Office Cybersecurity Forum will take place on Wednesday, June 11, 2025, at the BNY Offices, […]
The Adventures of Family Conflict: Practical Wisdom & Skills
The Adventures of Family Conflict: Practical Wisdom & Skills Our next Masterclass is designed for advisors who want to strengthen their ability to support families through the tension, emotion and complexity that conflict can bring. Led by domain chairs Stacy Allred (Family Learning & Development), Arne Boudewyn (Family Dynamics) and Moira Somers (Family Advisory Relationships), […]
New Article Available in Resource Library: A Cautionary Tale: The Challenges of Serving the UHNW and Centimillionaire Client Segments
New Article Available in Resource Library: A Cautionary Tale: The Challenges of Serving the UHNW and Centimillionaire Client Segments Serving ultra-wealthy families may sound like the pinnacle of advisory work but it’s often the most misunderstood. Jamie McLaughlin, CEO at J. H. McLaughlin & Co. and Board of Directors Member at The UHNW Institute, brings […]
New Podcast Episode: The Complexities of Elder Care within UHNW Families
New Podcast Episode: The Complexities of Elder Care within UHNW Families In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Teresa Leigh, faculty and advisory board of the Institute, as well as owner and founder of Teresa Leigh Home + Family Office. In the episode, Teresa draws from her experience […]
Congratulations to the 2025 Family Wealth Report Award Winners!
Congratulations to the 2025 Family Wealth Report Award Winners! We are proud to share that The UHNW Institute and many of our members were recognized at the 2025 Family Wealth Report Awards, a prestigious celebration of excellence in the family wealth advisory space. The UHNW Institute Wins Outstanding Nonprofit Thought Leadership We are honored […]
The UHNWI Institute MAY 2025 MONTHLY THEME – WEALTH + WELLNESS: NAVIGATING HEALTH & WELL-BEING IN THE LIVES OF UHNW FAMILIES
The UHNWI Institute MAY 2025 MONTHLY THEME – WEALTH + WELLNESS: NAVIGATING HEALTH & WELL-BEING IN THE LIVES OF UHNW FAMILIES Dear UHNW Institute Members, We are grateful to those in attendance of the UHNW Institute’s inaugural Women’s Summit: Preparing the UHNW Industry for the Female Decision-Maker and the Wealth Shift of the Century in Palm Beach […]
New Article Available in the Resource Library: Domain Expertise for Those Who Seek to Serve Wealth: A Conversation with Wally Head and Dennis Jaffe
New Article Available in the Resource Library: Domain Expertise for Those Who Seek to Serve Wealth: A Conversation with Wally Head and Dennis Jaffe What does it take to advise a family with wealth that spans generations and branches? In a new article, Wally Head (Founder & Principal, Personal Fiduciary Advisors, LLC) and Dennis Jaffe (Senior […]
The UHNW Institute May 14 In-Person Presentation and Networking Mixer
Protecting What Matters Most: Navigating Risks for Family Offices Join the UHNW Institute, in partnership with Trove and Presage Global, to discuss strengthening family office risk preparedness, followed by a networking mixer for UHNW Institute members and prospects. Details Protecting What Matters Most: Navigating Risks for Family Offices, presented by Dr. Chris Sidford, CEO of […]
