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 […]
The UHNW Institute’s Women’s Summit | Meet the Speakers
The UHNW Institute’s Women’s Summit | Meet the Speakers The inaugural UHNW Institute’s Women’s Summit will take place April 30-May 1, 2025, bringing together leading voices in family wealth to share perspective, experience and practical approaches to generational transition and leadership. The program opens with a casual networking event and dinner in West Palm Beach, followed by […]
The Changing Role of Wealth Advisors in Addressing Client Health Concerns
The Changing Role of Wealth Advisors in Addressing Client Health Concerns Is there a doctor in the firm? When health becomes part of the conversation, wealth advisors often find themselves in uncharted territory. Yet for many UHNW families, physical, mental or behavioral health issues deeply affect how financial decisions are made, and the role of […]
