April 14, 2022Wealth 3.0, a new approach to providing advice to wealthy families, is spotlighted in a recent paper by Institute faculty…
April 14, 2022Barbara Hauser, an Institute Advisory Board Member, serves as Editor in Chief of the International Family Offices Journal. Her new…
April 14, 2022Amy Hart Clyne has a new book full of advice for women titled Finding Her Voice and Creating a Legacy.…
April 4, 2022Daniel Trimarchi, an Institute Faculty Member, has been named one of the top consultants in the family business field. Trimarchi,…
December 15, 2021What is the value of "integration" in a family office, why does it matter, and how do we know if…
November 3, 2021Family stories matter. In fact, they are one of the most powerful learning tools for children and future generations. Using…
July 15, 2021Congratulations to our UHNW Institute leaders Steve Prostano, Bill Woodson, Barbara Hauser, Tom Handler, Thom Melcher and Natasha Pearl for…
June 17, 2021Some of the most pressing issues that face family offices, their members, and the advisors working with them, were put…
June 4, 2021Scheduled for the mornings of June 8th and 9th, attendees to the upcoming UHNW Institute conference in partnership with Family…
May 19, 2021On June 8 and 9, global thought leaders in the family wealth sector will gather at a virtual summit to…