Events
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New for 2026: The UHNW Institute Book Club
ZoomThe UHNW Institute’s Book Club offers members a facilitated yet informal space to explore thought-provoking books and exchange perspectives with peers across disciplines. The book club will explore timely ideas with a network of fellow professionals. Designed for those who value thoughtful dialogue, reflection, discussion, and cross-domain learning. The first discussion will focus on The Art of […]
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March Roundtable – A Blueprint for Multi-Generational Success: Building a Coalition of the Willing
“Who will take over the business after you?” This question – so familiar, so often asked of family business owner-managers by advisors, bankers, friends and family – is built on an assumption: succession planning is a baton pass. The assumption is understandable: Transition by baton pass has been the default of families and their advisors throughout […]