Editor’s Corner: A Leap Forward

Bob Casey, Editor in Chief, shares insights on the exciting announcement that Columbia University’s School of Professional Studies will begin offering its new Master’s in Wealth Management program this year.

The 10 Domains of Family Wealth Supplement

In this white paper, the Institute provides a detailed look at the 10 Domains of Family Wealth framework. It includes a conceptual graphic of the domains and detailed lists of the knowledge base and skills needed to provide excellent client advice within each domain. The paper also offers a case study (the Medford Family) demonstrating the role of each domain in the lives and journey of an UHNW family.

Editor’s Corner: A Defining Moment

New: The Editor’s Corner column will start appearing regularly here on the Institute web site. It will feature background and commentary about Institute activities and members, as well as interviews with thought leaders. Your feedback is welcome.

UHNW Institute Maps Family Wealth Territory

The UHNW Institute has been working on a methodology spelling out what advisors should know in order to work more effectively with ultra-wealthy families, taking the level of expertise and area of competence to a new level.

Demystifying Risk Management For Family Offices

With 20% of family offices having been a target of a cyberattack, security and privacy are more important than ever. Author, family office subject matter expert and The Institutes’ Director of Associate Membership, Edward V. Marshall, demystifies risk management for family offices, outlining best practices and offering tips to avoid common pitfalls.


Busy households and properties can be difficult to manage without a national crisis, but the easy transfer of infection with Covid-19 combined with the need for daily service staff can be highly emotional and exhausting for many homeowners.

Responding to the Crisis: Business as Usual or New Behavior for Family Businesses?

The current crisis is turning everyone’s world around in ways that couldn’t even have been anticipated a few weeks ago. After a half century of talking about the pace of change speeding up and the many innovations that are reorganizing our behavior, now we suddenly have come upon a situation that makes it impossible not to change. We simply have no way to plan for what to do next, or how to manage the pace of the upheaval. And yet every day we must act, and even make some tough choices, without any real information about what’s the best direction to take.