The UHNW Institute 2023 Collegium

The UHNW Institute 2023 Collegium A biannual program designed to promote peer-to-peer idea sharing on thought-provoking practice management topics. Geared toward operating principals, the program’s format is facilitator-led, utilizing plenary and small-group breakout sessions. Thank you to our members for the overwhelming interest in our first in-person Collegium taking place on October 2 – 3 […]

Providing Support for Families Managing Individuals With Substance Use Disorders

Providing Support for Families Managing Individuals With Substance Use Disorders This week, August 28 – September 3, is Overdose Awareness Week. In honor of International Overdose Awareness Day on August 31, The UHNW Institute has compiled a few resources to inform our community about how to prevent overdose and provide support to firms for families managing individuals with […]

Barbara Hauser of Advisory Board Has New Book on Family Governance

Barbara Hauser, an Institute Advisory Board Member, serves as Editor in Chief of the International Family Offices Journal. Her new book, from the Swiss publisher Helbirg Lichtenhahn, is titled Applying the Benefits of the Rule of Law in Family Governance. In it, she makes the case that family decision-making ought to be modeled after the rule of law, with due consideration given to transparency, accountability, and family member participation.

Bridging the Gap: How a Family Documentary Educates Rising Generations

Family stories matter. In fact, they are one of the most powerful learning tools for children and future generations. Using video is a great way to capture a family’s history and can create tangible and visual memories for generations to come. Bridging the Gap intimately explains how and why this can be done and gives step-by-step instructions on how to get started.