March 5, 2026Art decisions are rarely only financial. For ultra-high-net-worth families, collections carry questions of value, liquidity, ownership structure and what happens…
March 3, 2026Watch a two-minute guide to the Top Shelf. Learn just how easy it is to stay informed about the…
February 25, 2026Cultivating the Non-Specialist Skills that Underly Excellence Featuring Kristin Keffeler, MSM, MAPP March 10, 2026 | 3:30pm ET | 75…
February 23, 2026For decades, family enterprise succession was framed as a simple ‘passing of the baton’ from one leader to the next.…
February 18, 2026Dear UHNW Institute Members, Transition isn’t a moment; it’s a practice. This month, the UHNW Institute theme is Passing the Baton:…
February 12, 2026Traditional security defenses are no longer sufficient to protect family offices from the rapid advancement of AI-driven threats. Low-cost tools…
February 11, 2026The fourth edition of The Tools and Techniques of Estate Planning for Modern Families has been released, providing updated guidance on the…
February 9, 2026As the UHNW landscape continues to evolve, so too do the operational, strategic, and organizational demands placed on firms and…
February 6, 2026The Q1 newsletter reflects on the strong foundation built in 2025 and shares what the Institute is focused on in…
February 6, 2026This month, the Institute spotlights our quarterly conversation with Meredith Straight of Renkert Thomas Consulting. Meredith speaks to the importance…