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New Faculty Appointments at the UHNW Institute
The UHNW Institute is pleased to announce four new faculty appointments. Edward Marshall has been named Chair of the Risk Management Domain Allison Lawshe joins as a Faculty Member in the Philanthropy Domain Paulina Mejia…
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NEW THOUGHT LEADERSHIP – DEVELOPING INTEGRATED ADVISORS THROUGH THE TEN DOMAINS OF FAMILY WEALTH™
For advisors serving ultra high net worth families, technical expertise in investments, tax planning and…
A Letter from the Board of Directors
Dear UHNW Institute Members and Friends, It is with profound sadness that we share with…
The UHNW Institute AUGUST 2026 MONTHLY THEME – Hearing One Another: The Voice of the Advisor, the Trustee & the Family Building Stronger Partnerships Through Listening, Trust and Shared Purpose
Dear UHNW Institute Members, Family wealth advising begins not with expertise, but with listening. Every…
The UHNW Institute’s Q3 2026 Newsletter
The Q3 newsletter opens with a letter from our Board of Directors on the Institute's…
A Tribute to Stephen “Steve” Prostano, Wealth Management Pioneer and Founder of the UHNW Institute
A Tribute to Stephen “Steve” Prostano, Wealth Management Pioneer and Founder of the UHNW Institute…
Featured Member: Paul White
This quarter, the Institute spotlights member, Paul White, Family Office Relationship Executive at Vanguard Wealth…