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 […]
Practice Management Clinic Report Now Available: Metrics That Matter
Practice Management Clinic Report Now Available: Metrics That Matter The full report from our June 2025 Practice Management Clinic, Metrics That Matter, is now available. This session explored the Business Management pillar of the Building Blocks of Practice Management and focused on how leading firms are leveraging data to drive growth, increase profitability, and improve […]
New Podcast Episode: Navigating Risk Management with Kate Norris
New Podcast Episode: Navigating Risk Management with Kate Norris In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Kate Norris, founder and CEO of Atténuer Risk, for a timely conversation on risk management for ultra-high-net-worth families. Kate shares how her experience in financial services led to the creation of Atténuer […]
September Roundtable: The Aim Framework — A New Model for Understanding and Explaining Best Practices in Advisory Services
Tuesday, September 9 at 4 PM EST Seasoned advisors recognize the rhythm of effective client work in their own specialties. What often goes unspoken is the shared cycle that drives progress across all disciplines. To articulate this common ground, the UHNW Institute examined advisory practices within the Ten Domains of Family Wealth™ and identified three […]
