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# The UHNW Institute

## Sitemaps
[XML Sitemap](https://www.uhnwinstitute.org/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [A Tribute to Stephen “Steve” Prostano, Wealth Management Pioneer and Founder of the UHNW Institute](https://www.uhnwinstitute.org/a-tribute-to-stephen-steve-prostano-wealth-management-pioneer-and-founder-of-the-uhnw-institute/): Stephen “Steve” Prostano, 68 of Greenwich, Connecticut, spent much of his career helping families manage wealth. His greater contribution may have been convincing an industry to reconsider what wealth actually means to UHNW families and better serving them.
- [Featured Member: Paul White](https://www.uhnwinstitute.org/featured-member-paul-white/): Featured Member
- [Introducing the Wealthesaurus™ Crossword](https://www.uhnwinstitute.org/introducing-the-wealthesaurus-crossword/): To help members deepen their familiarity with this vocabulary and the concepts it describes, we're launching the Wealthesaurus™ Crossword—a quarterly puzzle series designed to test your knowledge of the Institute's framework and the family wealth landscape.
- [Why I Joined: A New Member Series | Today’s Spotlight: Luke Jernagan](https://www.uhnwinstitute.org/why-i-joined-a-new-member-series-with-luke-jernagan/): The UHNW Institute launches a new member series featuring conversations about why professionals choose to join and what they've gained from membership. This month, we spotlight Luke Jernagan, managing director of family learning at Matter Family Office.
- [New Resource | Introducing the SFO Circle: A Dedicated Membership for Single-Family Office Leaders](https://www.uhnwinstitute.org/new-resource-introducing-the-sfo-circle-a-dedicated-membership-for-single-family-office-leaders/): Single-family office executives navigate an exceptionally broad range of responsibilities, from investment oversight and risk management to family dynamics and governance, with little formal training and virtually no career precedent. Yet until now, no organization has focused specifically on their distinctive needs.
- [New Member Benefit: Access More of the Thought Leadership You Value Through a Discounted Subscription to Trusts & Estates](https://www.uhnwinstitute.org/new-member-benefit-access-more-of-the-thought-leadership-you-value-through-a-discounted-subscription-to-trusts-estates/): This new benefit provides immediate access not only to Jim and Dennis's latest article, but also to a wealth of timely insights and thought leadership from some of the profession's leading experts.
- [Women Leading the Next Chapter of Wealth: Highlights from the 2026 UHNW Institute Women’s Leadership Summit](https://www.uhnwinstitute.org/women-leading-the-next-chapter-of-wealth-highlights-from-the-2026-uhnw-institute-womens-leadership-summit/): The UHNW Institute's latest report captures the key insights and conversations from the 2026 Women's Leadership Summit, held June 10–11 in Palm Beach.
- [NEW THOUGHT LEADERSHIP – THE PERSON IN THE PLAN: WHAT FAMILY ENTERPRISE ADVISORS NEED TO KNOW ABOUT THE INDIVIDUAL LAYER](https://www.uhnwinstitute.org/new-thought-leadership-the-person-in-the-plan-what-family-enterprise-advisors-need-to-know-about-the-individual-layer/): Family enterprise advisors are often well equipped to handle the structural side of a transition, from governance design to succession plans to defining leadership roles. What gets missed, more often than not, is the person who has to live inside those structures once they're built.
- [Masterclass Replay: The Awakening of Family Governance](https://www.uhnwinstitute.org/masterclass-replay-the-awakening-of-family-governance/): The UHNW Institute's July Masterclass, "The Awakening of Family Governance: Evolution of Family Enterprise After the Founder," is now available to members as a replay. Led by Dennis Jaffe, Pat Armstrong and Rebecca Meyer of the Institute's governance domain faculty, the session explored how families shift from informal, founder-led decision-making toward structured governance.
- [New in the Resource Library: The Death of the 1031 Exchange](https://www.uhnwinstitute.org/new-in-the-resource-library-the-death-of-the-1031-exchange/): The UHNW Institute has added a new white paper to the Resource Library, The Death of the 1031 Exchange, from Trevor Schuesler, CFA and Annie Clare of Buchanan Street Partners. This topic was recently the focus of a Family Enterprise USA webinar with founder Pat Soldano, hosted at PKF O’Connor Davies. Family Enterprise USA is a legislative caucus representing family business owners, and the Institute is glad to share this resource given how directly it touches family enterprise and family office planning.
- [Introducing Domain Pages: A New Home for the Ten Domains of Family Wealth™ in the Member Portal](https://www.uhnwinstitute.org/introducing-domain-pages-a-new-home-for-the-ten-domains-of-family-wealth-in-the-member-portal/): The UHNW Institute is introducing domain pages, a new feature within the member portal built around the Ten Domains of Family Wealth™. Each domain now has a dedicated page serving as a central hub for members to follow the domain's activities, ask questions and engage directly with domain chairs and faculty.
- [Welcoming Scott E. Squillace, Esq. to Our Faculty at The UHNW Institute](https://www.uhnwinstitute.org/welcoming-scott-e-squillace-esq-to-our-faculty-at-the-uhnw-institute/): We proudly announce that Scott E. Squillace, Esq., Founder and Principal of Squillace & Associates, P.C., has joined the UHNW Institute as a new faculty member within the FAR domain.
- [New Thought Leadership — What it Takes to Build an Integrated Advisory Team](https://www.uhnwinstitute.org/new-thought-leadership-what-it-takes-to-build-an-integrated-advisory-team/): Advisory specialization has long been the default. One professional handles tax. Another manages investments. A third oversees legal structure. The family coordinates.
- [Welcoming Stephanie J. Gromek and Nick Di Loreto to The UHNW Institute Leadership Team](https://www.uhnwinstitute.org/welcoming-stephanie-j-gromek-and-nick-di-loreto-to-the-uhnw-institute-leadership-team/): We proudly announce two additions to the UHNW Institute's Leadership: Stephanie J. Gromek, Chair of the UHNWI Practice Management Clinic Committee, has joined our Advisory Board, and Nick Di Loreto has joined our Faculty within the Governance and Decision-Making domain.
- [June Practice Management Clinic Report Now Available](https://www.uhnwinstitute.org/june-practice-management-clinic-report-now-available/): That question was at the center of the UHNW Institute's June 2026 Practice Management Clinic, From SEO to AEO: How AI Is Reshaping Marketing. The session examined how AI platforms are changing the rules of discoverability and the growing importance of digital credibility, thought leadership, governance, content strategy and organizational readiness.
- [NEW THOUGHT LEADERSHIP — THE MOST COMMON QUESTION WEALTHY FAMILIES ASK](https://www.uhnwinstitute.org/new-thought-leadership-the-most-common-question-wealthy-families-ask/): Tom McCullough, Managing Director of Thought Leadership and Strategy at the UHNW Institute, addresses the question that surfaces more consistently than any other in work with wealthy families:
- [The UHNW Institute’s 2026 Summer Reading List Is Now Available](https://www.uhnwinstitute.org/the-uhnw-institutes-2026-summer-reading-list-is-now-available/): View the full 2026 Summer Reading List here.
- [The UHNW Institute Collaborates with Trusts & Estates for the 46th Annual Planning for Large Estates Program](https://www.uhnwinstitute.org/the-uhnw-institute-collaborates-with-trusts-estates-for-the-46th-annual-planning-for-large-estates-program/): For more than four decades, the Annual Planning for Large Estates Program has set the standard for advanced estate and wealth transfer education. Now in its 46th year, the program continues its legacy of providing sophisticated guidance to attorneys, trust officers, accountants, family office executives and other advisors managing ultra-high-net-worth clients and multigenerational families.
- [May Roundtable Replay: Geopolitics & Risk: Turning Headline Risk into UHNW Family Strategy](https://www.uhnwinstitute.org/may-roundtable-replay-geopolitics-risk-turning-headline-risk-into-uhnw-family-strategy/): In this replay of our May Roundtable, expert panelists from national intelligence, risk advisory and global investment strategy break down what structural geopolitical fragmentation actually means for wealth continuity. The panel moves past standard market soundbites to examine how interconnected global variables are actively reshaping the risk profile for family offices.
- [NEW RESOURCE — THE JOURNEY TO FAMILY ENTERPRISE SUCCESSION: 5 STEPS FROM INTENTION TO ACTION](https://www.uhnwinstitute.org/new-resource-the-journey-to-family-enterprise-succession-5-steps-from-intention-to-action/): Historically, founders viewed passing down the business as a straightforward event that could be managed solo when the time felt right. Yet, research reveals a substantial "succession gap" where strong intentions rarely match actual preparation, leaving wealth creators unprepared for the profound cultural change required to hand over control.
- [New Report Available: The Changing Landscape of Family Office Services](https://www.uhnwinstitute.org/new-report-available-the-changing-landscape-of-family-office-services/): What does "family office services" actually mean today?
- [Welcoming New UHNW Institute Team Member: Sarah Camargo](https://www.uhnwinstitute.org/welcoming-new-uhnw-institute-team-member-sarah-camargo/): The UHNW Institute is pleased to welcome Sarah Camargo to the team as Administrative & Project Assistant. In her role, Sarah will provide support across administration, project coordination and event management, bringing organizational depth and a warm, efficiency-focused approach to the work of the Institute.
- [Inside the UHNW Institute’s April 2026 Virtual Collegium: Human Capital, Integrated Advice & AI](https://www.uhnwinstitute.org/inside-the-uhnw-institutes-april-2026-virtual-collegium-human-capital-integrated-advice-ai/): As AI rapidly reshapes advisory work, how will firms attract, develop, and retain the next generation of integrated advisors?
- [The UHNW Institute’s Q2 2026 Newsletter](https://www.uhnwinstitute.org/the-uhnw-institutes-q2-2026-newsletter/): The Q2 newsletter opens with a letter from our Chairman on the Institute's priorities for 2026, including international expansion, rising generation programming and continued development of the SFO Circle. Inside, we cover new and noteworthy updates, including the upcoming Women's Leadership Summit, a new Marketplace Partnership and regional events in Palm Beach and Charlotte, along with a Resource Library spotlight, the full Q2 events calendar and a profile of Advisory Board member Brian Hughes.
- [Q2 Featured Member Q+A: Brian Hughes](https://www.uhnwinstitute.org/q2-featured-member-qa-brian-hughes/): This month, the Institute spotlights our quarterly conversation with Brian Hughes, President of Eton Advisors.
- [Five Things About the UHNW Institute Resource Library](https://www.uhnwinstitute.org/five-things-about-the-uhnw-institute-resource-library/): The UHNW Institute Resource Library has quietly grown into one of the most comprehensive curated collections in the ultra-high-net-worth advisory space — 674 vetted resources and counting, each one classified according to our Ten Domains of Family Wealth™ framework. Whether you have five minutes between meetings or an hour on a Sunday morning, there's something here built for the way you actually learn.
- [Congratulations to the 2026 Family Wealth Report Award Winners!](https://www.uhnwinstitute.org/congratulations-to-the-2026-family-wealth-report-award-winners/): The UHNW Institute congratulates all of the recipients recognized at the 2026 Family Wealth Report Awards, honoring excellence across the family wealth advisory field. We are proud to see so many members of our community celebrated for their work and leadership.
- [May Roundtable: Geopolitics & Risk: Turning Headline Risk into UHNW Family Strategy](https://www.uhnwinstitute.org/may-roundtable-geopolitics-risk-turning-headline-risk-into-uhnw-family-strategy/): Thursday, May 28 | 3:30 PM ET
- [New Faculty Appointments at the UHNW Institute](https://www.uhnwinstitute.org/new-faculty-appointments-at-the-uhnw-institute/): The UHNW Institute is pleased to announce three new faculty appointments.
- [NEW ORIGINAL CONTENT — INVESTMENT MIGRATION AND THE ULTRA-HIGH-NET-WORTH FAMILY: OPTIONS, STRATEGY AND THE NEW DEMAND FOR OPTIONALITY](https://www.uhnwinstitute.org/new-original-content-investment-migration-and-the-ultra-high-net-worth-family-options-strategy-and-the-new-demand-for-optionality/): For most of its history, investment migration has been a strategy pursued by clients from emerging markets: families seeking stronger passports, better travel access and a degree of security that citizens of more established nations had long taken for granted. American families had little reason to engage with the question.
- [The UHNW Institute Launches Marketplace Partnerships](https://www.uhnwinstitute.org/the-uhnw-institute-launches-marketplace-partnerships/): The UHNW Institute is pleased to introduce a new offering, Marketplace Partners. The program welcomes companies whose products and services reflect the lifestyle and values of UHNW families and their advisors, spanning categories from travel, health and wellness, and home & estate to lifestyle, legal, financial, and technology.
- [Roundtable Replay: A Blueprint for Multi-Generational Success: Building a Coalition of the Willing](https://www.uhnwinstitute.org/roundtable-replay-a-blueprint-for-multi-generational-success-building-a-coalition-of-the-willing/): "Who will take over the business after you?" The question assumes succession is a baton pass to a single leader. But for many enterprising families, shared ownership and governance across generations is a deliberate choice with real advantages.
- [The UHNW Institute APRIL 2026 MONTHLY THEME – The Two-Way Path of Wisdom: Redefining Talent Development Through Coaching & Mentorship](https://www.uhnwinstitute.org/the-uhnw-institute-april-2026-monthly-theme-the-two-way-path-of-wisdom-redefining-talent-development-through-coaching-mentorship/): Dear UHNW Institute Members,
- [New Webinar: Global Perspectives, Shared Challenges](https://www.uhnwinstitute.org/new-webinar-global-perspectives-shared-challenges/): The UHNW Institute is expanding its global reach to support advisors serving ultra-high-net-worth families across regions and jurisdictions. Through its new International Initiative, the Institute is building a global community grounded in shared learning, practical insight and collaboration.
- [The UHNW Institute’s 2026 Women’s Leadership Summit](https://www.uhnwinstitute.org/the-uhnw-institutes-2026-womens-leadership-summit/): The UHNW Institute's Women's Leadership Summit returns June 10 and 11 at The Beach Club in Palm Beach, Florida for 1.5 days dedicated to the conversations, connections and perspectives that matter most to women in and around the UHNW community.
- [New Report Available: March Practice Management Clinic, Growing from Analyst to Partner](https://www.uhnwinstitute.org/new-report-available-march-practice-management-clinic-growing-from-analyst-to-partner/): Why are advisors still being trained for a model that no longer reflects how wealth management is evolving?
- [Collegium X: Human Capital: Competing Forces: The Challenge of Delivering Integrated Advice in the Era of AI](https://www.uhnwinstitute.org/collegium-x-human-capital-competing-forces-the-challenge-of-delivering-integrated-advice-in-the-era-of-ai/): Join us for our Virtual Collegium X: Human Capital: Competing Forces: The Challenge of Delivering Integrated Advice in the Era of AI. This 90-minute program, designed for leading minds in practice management, combines a plenary session with facilitated peer breakout groups to address the most pressing human capital questions facing the industry today.
- [New White Paper Available in the Resource Library: An Introduction to The UHNW Institute](https://www.uhnwinstitute.org/new-white-paper-available-in-the-resource-library-an-introduction-to-the-uhnw-institute/): The UHNW Institute has released a new white paper that provides a foundational overview of the Institute's purpose, development and direction. For families, advisors and industry professionals seeking a fuller understanding of the Institute's role and the work it is advancing, this paper offers an important starting point.
- [Family Wealth Report Family Office Fintech and Family Office Investment Forums 2026](https://www.uhnwinstitute.org/family-wealth-report-family-office-fintech-and-family-office-investment-forums-2026/): The UHNW Institute is pleased to announce two Family Wealth Report forums taking place in New York City this April, and UHNW Institute members receive complimentary access to both.
- [The UHNW Institute MARCH 2026 MONTHLY THEME – The Architects of Tomorrow: Succession and the Coalition Mindset](https://www.uhnwinstitute.org/the-uhnw-institute-march-2026-monthly-theme-the-architects-of-tomorrow-succession-and-the-coalition-mindset/): Dear UHNW Institute Members,
- [New White Paper—A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part Two](https://www.uhnwinstitute.org/new-white-paper-building-a-coalition-of-the-willing-part-two/): When a family enterprise grows to include 20 or 30 family members who all want a role in the business, the question is no longer just who leads. Instead, a deeper question emerges: How does leadership itself need to be redefined?
- [The New UHNW Institute Website Is Now Live!](https://www.uhnwinstitute.org/the-new-uhnw-institute-website-is-now-live/): The new UHNW Institute website is redesigned and built around a simple goal: make it easier for members to find, use and apply the Institute's work in real client and family situations.
- [Webinar Replay: The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications](https://www.uhnwinstitute.org/webinar-replay-the-evolving-art-collectibles-landscape-market-trends-and-next-gen-implications/): Art decisions are rarely only financial. For ultra-high-net-worth families, collections carry questions of value, liquidity, ownership structure and what happens to those assets across generations.
- [The UHNW Institute Resource Library Delivers Top Resources to Members](https://www.uhnwinstitute.org/the-uhnw-institute-resource-library-delivers-top-resources-to-members/): Watch a two-minute guide to the Top Shelf. Learn just how easy it is to stay informed about the topics that interest you the most. Sign up today via the Resource Library homepage, or by emailing tkehoe@uhnwinstitute.org, to receive periodic updates with fresh, relevant resources tailored to you!
- [Growing from Analyst to Partner: Investing in the Human Capital Within Your Organization](https://www.uhnwinstitute.org/growing-from-analyst-to-partner-investing-in-the-human-capital-within-your-organization/): Cultivating the Non-Specialist Skills that Underly Excellence
- [New White Paper—A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part One](https://www.uhnwinstitute.org/new-white-paper-a-blueprint-for-multi-generational-success-building-a-coalition-of-the-willing-part-one/): For decades, family enterprise succession was framed as a simple ‘passing of the baton’ from one leader to the next. But today’s multi-generational families are more complex, with broader ownership, evolving leadership expectations and greater interconnectedness.
- [The UHNW Institute February 2026 Monthly Theme – Passing the Baton With Purpose: Navigating Leadership and Generational Transitions in Firms and Families](https://www.uhnwinstitute.org/the-uhnw-institute-february-2026-monthly-theme-passing-the-baton-with-purpose-navigating-leadership-and-generational-transitions-in-firms-and-families/): Dear UHNW Institute Members,
- [Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era](https://www.uhnwinstitute.org/webinar-replay-the-obsolete-armor-integrated-risk-management-for-the-ai-era/): Traditional security defenses are no longer sufficient to protect family offices from the rapid advancement of AI-driven threats. Low-cost tools like voice cloning and deepfakes have effectively neutralized many of the safeguards that families and their advisors have relied on for years.
- [New Featured Resource by UHNW Institute Leadership — Estate Planning for Modern Families](https://www.uhnwinstitute.org/new-featured-resource-by-uhnw-institute-leadership-estate-planning-for-modern-families/): The fourth edition of The Tools and Techniques of Estate Planning for Modern Families has been released, providing updated guidance on the legal and tax issues specific to today’s family structures. Co-authored by Stephan R. Leimberg (CEO of Leimberg and LeClair, Inc.), Kim Kamin (Principal & Chief Wealth Strategist at Gresham Partners LLC and Chair, Estate Planning & Legal Issues Domain, The UHNW Institute) and Wendy S. Goffe (Estate Planning Attorney at Ogden Murphy Wallace), the book moves past traditional models to address blended, nontraditional and multigenerational households.
- [2026 Practice Management Clinics | Building Capability. Sharing Insight. Advancing the Practice.](https://www.uhnwinstitute.org/2026-practice-management-clinics-building-capability-sharing-insight-advancing-the-practice/): As the UHNW landscape continues to evolve, so too do the operational, strategic, and organizational demands placed on firms and family offices. Ongoing dialogue with members—through conversations, surveys, and program feedback—reinforces a continued desire for deeper, more practical engagement around practice management.
- [The UHNW Institute’s Q1 2026 Newsletter](https://www.uhnwinstitute.org/the-uhnw-institutes-q1-2026-newsletter/): The Q1 newsletter reflects on the strong foundation built in 2025 and shares what the Institute is focused on in 2026. Inside, our Chairman outlines recent progress and key transitions, we highlight new and noteworthy updates, including the 2025 Symposium Report and Beneficiary Stories, and share an active calendar of upcoming themes, events, and publications for the quarter.
- [Featured Member: Meredith Straight](https://www.uhnwinstitute.org/featured-member-meredith-straight/): Why did you join the Institute?·
- [The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications](https://www.uhnwinstitute.org/the-evolving-art-collectibles-landscape-market-trends-and-next-gen-implications/): Join The UHNW Institute on February 19 at 3:30-4:30 PM ET for The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications, a conversation with Ronald Varney.
- [The UHNW Institute’s 2026 Program Calendar is Now Available!](https://www.uhnwinstitute.org/the-uhnw-institutes-2026-program-calendar-is-now-available/): Download the calendar for a comprehensive view of this year’s programs and content designed to advance education, foster collaboration, and support consistent, integrated planning and decision-making for UHNW families.
- [Inside the 2025 UHNW Institute Symposium: The Firm of the Future: Living in the Real World – The Toolkit in Action](https://www.uhnwinstitute.org/inside-the-2025-uhnw-institute-symposium-the-firm-of-the-future-living-in-the-real-world-the-toolkit-in-action/): The 2025 Symposium tackled these questions head-on, bringing together practitioners from across the industry to share real-world insights on integration, advisory models, talent, pricing, and collaboration. Highlights include the launch of the new Family Needs Assessment, deep dives into the Ten Domains and AIM Framework™, and candid discussions on how integration is delivered, and why it matters.
- [Welcome to Our Newest Educational Partner: BCU Risk Advisors](https://www.uhnwinstitute.org/welcome-to-our-newest-educational-partner-bcu-risk-advisors/): BCU Risk Advisors works with ultra-high-net-worth families and their advisors on a range of risk management considerations, including insurance strategy, risk mitigation, and tailored approaches designed to address complex needs.
- [The UHNW Institute Is Launching the Beneficiary Stories Initiative (BSI)](https://www.uhnwinstitute.org/the-uhnw-institute-is-launching-the-beneficiary-stories-initiative-bsi/): At the UHNW Institute, we believe the most transformative insights in wealth management don’t live in spreadsheets—they live in stories. One story we rarely hear, yet absolutely need, is the beneficiary experience: what it feels like to receive wealth, to inherit expectations, and to grow into stewardship. We invite you, member firms, and the families you serve to join us in the Beneficiary Stories Initiative (BSI). ⸻ What is the BSI? This initiative is a curated series of short audio and video conversations with beneficiaries and inheritors who are willing to share, candidly and thoughtfully, what the journey has been like—emotionally, relationally, and practically. THE INSTITUTE is proud to partner with Amy Hart Clyne, Pitcairn’s Chief Knowledge & Learning Officer, and Dennis Jaffe, Senior Research Fellow at Banyan Global—co-authors of Finding Her Voice and Creating a Legacy. Together, we’re shaping conversations that move beyond technical transfer toward human continuity—identity, purpose, voice, and belonging within a legacy. These interviews will be shared within the UHNW Institute community—advisors, family enterprise leaders, and family members—so that the learning circulates where it can do the most good. ⸻ Why it matters? Why now? Because the beneficiary journey is often private, complex, and easily misunderstood. People navigate shifting family dynamics, public and private identity, stewardship expectations, and the challenge of finding purpose amid privilege. When beneficiaries speak in their own words—about what prepared them, what surprised them, the lessons learned as they reflect back and what they wish they’d known—they offer a practical compass for peers, and a powerful lens for advisors. Your teams will see where we as an industry help most and where silence or structures alone aren’t enough. ⸻ The Questions, Care & Consent  We’ll start with some background and then ask for reflections on: Who first shared information about the trust? What information was shared? Were questions answered? Has access to information increased over time? Is the trustee a trust company or an individual? Do beneficiaries have the power to remove/replace the trustee? Has that option been exercised? Does the trustee have a clear picture of personal goals and objectives? What lessons learned would benefit future beneficiaries, or other families considering transferring wealth in trust? Etc. We’re conducting this with the utmost care and sensitivity. • Conversations are recorded in a private, interview-style setting with Amy Hart Clyne and Dennis Jaffe. • Participation is voluntary and fully consent-based. • Each participant has the opportunity to review and edit their audio or video to their comfort level before anything is shared. Our goal is not to spotlight wealth—it’s to humanize the experience and surface wisdom that rarely makes it into the room. ⸻ Join Us! Here’s how you can help: invite your client families to consider sharing a story—named or anonymous. Be the bridge. If a client is curious, we’ll handle the process with discretion and care. To learn more or to connect a potential participant, please reach out to Angelique LeDoux at aledoux@uhnwinstitute.org. You can also reply directly or visit UHNWinstitute.org. Together, let’s ensure the next chapter of wealth is guided by the voices of those who live it.
- [New for 2026: The UHNW Institute Book Club](https://www.uhnwinstitute.org/new-for-2026-the-uhnw-institute-book-club/): 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 Obsolete Armor: Integrated Risk Management for the AI Era](https://www.uhnwinstitute.org/the-obsolete-armor-integrated-risk-management-for-the-ai-era/): Join The UHNW Institute for our first program of the year on January 29 at 3:30-4:30 PM ET, The Obsolete Armor: Integrated Risk Management for the AI Era, presented by Edward Marshall, CEO of Presage Global.
- [Happy New Year! An Announcement from the Chairman, Steve Prostano](https://www.uhnwinstitute.org/happy-new-year-an-announcement-from-the-chairman-steve-prostano/): With both gratitude for the past and optimism for the future, we announce the retirement of Jim Grubman and the appointment of Tom McCullough as Managing Director of Thought Leadership and Strategy.
- [2026 Member Orientations: Making the Most of Your UHNW Institute Membership](https://www.uhnwinstitute.org/2026-member-orientations-making-the-most-of-your-uhnw-institute-membership/): The UHNW Institute will host live member orientations every other month in 2026. These sessions are designed to help members use Institute resources more effectively and stay connected with current programming and initiatives.
- [Access the Tools Behind the 2025 Symposium](https://www.uhnwinstitute.org/access-the-tools-behind-the-2025-symposium/): Members of the UHNW Institute have exclusive access to the Resource Library, a growing collection of tools and educational resources built to support real-world advisory work. Many new resources were introduced during the 2025 Symposium, The Firm of the Future: Living in the Real World – The Toolkit in Action. To help members make the most of their UHNW Institute membership, we created a Resource Library guide that shows how to navigate the Library efficiently and apply these materials in practice. The Guide directs members to Institute frameworks, current research, and selected perspectives from Institute thought leaders, helping them quickly identify the most relevant resources and apply them in client work. Now available on the Resource Library homepage.
- [Beneficiary Stories Initiative: Launching in 2026](https://www.uhnwinstitute.org/beneficiary-stories-initiative-launching-in-2026/): Members of the Institute,
- [Our Multi-Family Office (MFO) Study Group Will Continue in 2026](https://www.uhnwinstitute.org/our-multi-family-office-mfo-study-group-will-continue-in-2026/): The MFO Study Group, is led by Laurent Roux, and will focus on the practical application of the Ten Domains of Family Wealth as they relate to the work we do in the multi-family office space. Specifically highlighting high-interest topics to promote learning and collaboration across domains.
- [2025 Symposium Recap—The Firm of the Future: Living in the Real World – The Toolkit in Action](https://www.uhnwinstitute.org/2025-symposium-recap-the-firm-of-the-future-living-in-the-real-world-the-toolkit-in-action/): 2025 Symposium Recap—The Firm of the Future: Living in the Real World – The Toolkit in Action
- [Welcoming New Advisory Board Member: Dr. Tania Neild](https://www.uhnwinstitute.org/welcoming-new-advisory-board-member-dr-tania-neild/): The UHNW Institute is pleased to welcome Dr. Tania Neild, Founder and CTO of InfoGrate, to our Advisory Board.
- [The UHNW Institute DECEMBER 2025 MONTHLY THEME – That’s A Wrap!](https://www.uhnwinstitute.org/the-uhnw-institute-december-2025-monthly-theme-thats-a-wrap/): Happy Holidays!
- [Now Available: Our Holiday Gift Guide](https://www.uhnwinstitute.org/now-available-our-holiday-gift-guide/): The 2025 UHNW Institute’s Holiday Gift Guide, a curated collection of meaningful, conversation-starting gifts for colleagues and clients is here, each aligned with the UHNW Institute’s signature Ten Domains of Family Wealth framework and our key initiatives. Gifts are categorized both by domain and Institute initiatives, promoting educational and practical value to the recipient.
- [UHNW Institute members, there is a new way to use The Assessment-Implementation-Monitoring (AIM) Framework™!](https://www.uhnwinstitute.org/uhnw-institute-members-there-is-a-new-way-to-use-the-assessment-implementation-monitoring-aim-framework/): The Assessment, Implementation, and Monitoring Framework™ (AIM Framework™) is a groundbreaking new tool that supports the UHNW Institute’s mission of helping UHNW clients, advisors, and firms work more effectively – together.  Members now have exclusive access to an AIM Framework™ interactive module.
- [Table Stakes: The Service Model of the Future for Integrated Family Wealth Management](https://www.uhnwinstitute.org/table-stakes-the-service-model-of-the-future-for-integrated-family-wealth-management/): What does true integration look like in family wealth management?
- [New Featured Resource by UHNW Institute Leadership — Living Your Values](https://www.uhnwinstitute.org/new-featured-resource-by-uhnw-institute-leadership-living-your-values/): The UHNW Institute is pleased to highlight a new book co-authored by Institute Board of Directors member, Dennis Jaffe: Living Your Values: Connecting Personal, Family, and Organizational Values to Build Purpose and Clarity.
- [The UHNW Institute NOVEMBER 2025 MONTHLY THEME](https://www.uhnwinstitute.org/the-uhnw-institute-november-2025-monthly-theme/): Dear UHNW Institute Members,
- [Collegium IX: Human Capital and Its Many Dimensions](https://www.uhnwinstitute.org/collegium-ix-human-capital-and-its-many-dimensions/): The UHNW Institute’s ninth Collegium brought together leaders from across the wealth management ecosystem to explore one of the industry’s most pressing challenges: the human capital required to deliver truly integrated service. Through presentations, discussion, and shared experience, participants examined how firms are redefining talent strategy, compensation, and leadership in an era of technological change and rising client expectations. The report captures the key findings and future implications for firms committed to advancing a more resilient, human-centered profession.
- [The UHNW Institute’s 2025 Symposium | Meet the Speakers](https://www.uhnwinstitute.org/the-uhnw-institutes-2025-symposium-meet-the-speakers/): The 5th Annual UHNW Institute Symposium, The Firm of the Future: Living in the Real World – The Toolkit in Action, will be held November 17–18, 2025, in New York City.
- [New White Paper—Integrating Wealth Management: Profitability Drivers, Trade-offs, and Strategic Considerations](https://www.uhnwinstitute.org/new-white-paper-integrating-wealth-management-profitability-drivers-trade-offs-and-strategic-considerations/): As client needs evolve and firms strive to deliver more holistic solutions, the need for integration across wealth management is greater than ever. The new white paper, co-authored by Joe Calabrese, COO of Key Wealth, and Kevin Casey, Managing Director at Pathstone Family Office, offers a practical framework for evaluating whether and how to pursue integration.
- [SFO Circle Media Coverage: Featured in Family Wealth Report, Financial Advisor, CNBC, and More](https://www.uhnwinstitute.org/sfo-circle-media-coverage/): The Institute is excited to share that we have officially launched the SFO Circle, our membership for senior executives in single-family offices.
- [Roundtable Replay: The Impact of Evolving Tax Policy on Family Enterprises](https://www.uhnwinstitute.org/roundtable-replay-the-impact-of-evolving-tax-policy-on-family-enterprises/): The September 19th roundtable explored how evolving tax and legislative policies are shaping the future of family businesses and family offices. The expert panel included Pat Soldano, President of Family Enterprise USA and the Policy and Taxation Group; John Gugliada, Director of Engagement for both organizations; Russ Sullivan, Chair of The National Tax Policy Group; and Michael Hawthorne, Partner at Squire Patton Boggs.
- [Welcome New Faculty Member: Jane Flanagan](https://www.uhnwinstitute.org/welcome-jane-flanagan/): The UHNW Institute is pleased to welcome Jane Flanagan, Independent Advisor, Executive Coach, and Founder of Essential Connections Network LLC, as a new Faculty Member in our Governance and Decision-Making Domain.
- [October Theme: Social Impact & Philanthropy](https://www.uhnwinstitute.org/october-theme-social-impact-philanthropy/): Dear UHNW Institute Members,
- [Presenting “The Top Shelf”: A New Way to Access the UHNW Institute Resource Library](https://www.uhnwinstitute.org/introducing-the-top-shelf-a-new-way-to-access-the-uhnw-institute-resource-library/): For over two years, UHNW Institute members have asked for a simpler way to stay on top of the latest thinking—requesting that resources come to them rather than having to search the Resource Library themselves.  
- [Practice Management Clinic Report Now Available: From Pain Points to Possibilities](https://www.uhnwinstitute.org/practice-management-clinic-report-now-available-from-pain-points-to-possibilities/): The full report from our September 2025 Practice Management Clinic, From Pain Points to Possibilities: The Future State of UHNW Technology, is now available on our member portal.
- [UHNW Institute Launches SFO Circle: A Global Community for Single Family Office Professionals](https://www.uhnwinstitute.org/uhnw-institute-launches-sfo-circle-a-global-community-for-single-family-office-professionals/): Offering unbiased content, peer forums, clinics, study groups, and an annual symposium for SFO professionals worldwide
- [Roundtable Replay | The AIM Framework: A New Model for Understanding and Explaining Best Practices in Advisory Services](https://www.uhnwinstitute.org/roundtable-replay-the-aim-framework-a-new-model-for-understanding-and-explaining-best-practices-in-advisory-services/): Participants examined how the framework, which stands for Assessment, Implementation, and Monitoring, provides a structured, repeatable process that makes complex decisions more transparent and manageable for both families and their advisory teams. The discussion highlighted its practical application to real-world situations such as liquidity events, health crises, and generational transitions. The conversation emphasized the importance of active engagement from both families and advisors, along with ongoing communication, adaptability, and integrated expertise.
- [The UHNW Institute’s Holiday Gift Guide](https://www.uhnwinstitute.org/the-uhnw-institutes-holiday-gift-guide/): The UHNW Institute is once again curating its annual Holiday Gift Guide, and we’d love your ideas and recommendations. Now in its second year, the guide brings together thoughtful ways to express appreciation, celebrate milestones, and strengthen connections with valued clients and staff.
- [Welcoming New Advisory Board Member: Tavan L. R. Pechet](https://www.uhnwinstitute.org/welcoming-new-advisory-board-member-tavan-l-r-pechet/): The UHNW Institute is pleased to welcome Tavan L. R. Pechet, Founder of Pechet Advisors, to our Advisory Board.
- [Tenth Family Wealth Report Family Office FinTech Summit – October 9, 2025](https://www.uhnwinstitute.org/tenth-family-wealth-report-family-office-fintech-summit-october-9-2025/): The Family Wealth Report Family Office FinTech Summit returns for its tenth year.
- [Gifting Decisions and Planning with Flexibility Under OB3](https://www.uhnwinstitute.org/gifting-decisions-and-planning-with-flexibility-under-ob3/): This new resource has been added to our Resource Library! Written by Kim Kamin and Jonathan Lee of Gresham, this new advanced white paper outlines best practices—including adaptable trust structures, funding strategies, and alternatives for illiquid assets—while highlighting ways to avoid IRS scrutiny and tax traps.
- [September Theme: Back to Work— Family Enterprise](https://www.uhnwinstitute.org/september-theme-back-to-work-family-enterprise/): Dear UHNW Institute Members,
- [The UHNW Institute’s Q3 2025 Newsletter](https://www.uhnwinstitute.org/the-uhnw-institutes-q3-2025-newsletter/): The Q3 newsletter offers a window into the Institute’s continued evolution and a preview of what’s next. Inside, our Chairman reflects on recent progress, we share a calendar full of upcoming events and publications and offer a preview of what’s ahead, keeping our members at the forefront of thought and practice in the UHNW space.
- [Featured Member: Paul Viollis](https://www.uhnwinstitute.org/featured-member-paul-viollis/): 1. As it pertains to UHNW client needs, what are the most significant trends you’re seeing now related to the work you do at Viollis Group Intl?
- [The UHNW Institute’s 2025 Summer Reading List is Now Available ](https://www.uhnwinstitute.org/the-uhnw-institutes-2025-summer-reading-list-is-now-available/): Each August, The UHNW Institute pauses regular programming to share a curated Summer Reading List—an annual tradition shaped by recommendations from our members.  
- [Introducing the AIM Framework™ Overview: A New Resource for Integrated Wealth Advising](https://www.uhnwinstitute.org/introducing-the-aim-framework-overview-a-new-resource-for-integrated-wealth-advising/): We’ve just released a new overview of the AIM Framework™—a practical introduction to a structured, repeatable approach for delivering integrated family wealth advice.
- [Roundtable Replay: Trust Owned Enterprises – What Every Advisor Should Know](https://www.uhnwinstitute.org/roundtable-replay-trust-owned-enterprises-what-every-advisor-should-know/): Trust-owned entities are common in ultra-high-net-worth families—but navigating them is anything but straightforward. This roundtable brought together leading voices in estate planning, legal services, and family governance to unpack the complexities that accompany these structures and what effective advisory work really requires in this environment.
- [The UHNW Institute August 2025 Monthly Theme](https://www.uhnwinstitute.org/the-uhnw-institute-august-2025-monthly-theme/): A Little R&R… And R to End the Summer
- [Practice Management Clinic Report Now Available: Metrics That Matter](https://www.uhnwinstitute.org/practice-management-clinic-report-now-available-metrics-that-matter/): The full report from our June 2025 Practice Management Clinic, Metrics That Matter, is now available.
- [September Roundtable: The Aim Framework — A New Model for Understanding and Explaining Best Practices in Advisory Services](https://www.uhnwinstitute.org/september-roundtable-the-aim-framework-a-new-model-for-understanding-and-explaining-best-practices-in-advisory-services/): Tuesday, September 9 at 4 PM EST
- [Wealthesaurus™ Highlighted in CNBC’s Inside Wealth](https://www.uhnwinstitute.org/wealthesaurus-highlighted-in-cnbcs-inside-wealth/): The Wealthesaurus™ was recently featured by Robert Frank, CNBC Wealth Editor, in his Inside Wealth newsletter.
- [Protecting the Legacy of Family Offices and Family Businesses in Today’s Legislative Environment](https://www.uhnwinstitute.org/protecting-the-legacy-of-family-offices-and-family-businesses-in-todays-legislative-environment/): Lunch & Learn | Friday, September 19, 2025 | 11 AM – 1 PM ET
- [Roundtable Replay: Business Sustainability and Capital Structure in a Maturing Industry](https://www.uhnwinstitute.org/roundtable-replay-business-sustainability-and-capital-structure-in-a-maturing-industry/): As organizations in the family wealth field evolve, new questions are emerging around ownership models, capital planning, and the structures that support long-term stability.
- [New Coverage Highlights the Wealthesaurus™ as a Cross-Disciplinary Resource](https://www.uhnwinstitute.org/new-coverage-highlights-the-wealthesaurus-as-a-cross-disciplinary-resource/): The Wealthesaurus™ continues to be recognized for its role in standardizing terminology across family wealth advising.

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## 
- [2024 Symposium](https://www.uhnwinstitute.org/?p=3695): 2024 Event Photos
- [2023 Symposium](https://www.uhnwinstitute.org/?p=3098): 2023 Event Photos

## 
- [Practice Management Clinic | The Changing Landscape of Family Office Services May 12 | 4:00pm ET](https://www.uhnwinstitute.org/?p=7160): Join us for The UHNW Institute's next Practice Management Clinic, The Changing Landscape of Family Office Services, that focuses on the Service pillar within the Institute's Building Blocks of Practice Management. This session offers a data-driven view of how family office service offerings are changing, paired with structured dialogue for attendees to share what they are seeing within their own firms.
- [Save the Date: UHNW Institute Regional Event in Charlotte, NC | June 2](https://www.uhnwinstitute.org/?p=7148): The UHNW Institute with host and Educational Partner Vanguard invite members in the Charlotte area to join us on June 2 for an evening focused on the Human Side of Governance.
- [Collegium X: Human Capital: Competing Forces: The Challenge of Delivering Integrated Advice in the Era of AI](https://www.uhnwinstitute.org/?p=7020): Join us for our Virtual Collegium X: Human Capital: Competing Forces: The Challenge of Delivering Integrated Advice in the Era of AI. This 90-minute program, designed for leading minds in practice management, combines a plenary session with facilitated peer breakout groups to address the most pressing human capital questions facing the industry today.
- [Global Perspectives, Shared Challenges](https://www.uhnwinstitute.org/?p=6668): The UHNW Institute is expanding its global reach to support advisors serving ultra-high-net-worth families across regions and jurisdictions. Through its new International Initiative, the Institute is building a global community grounded in shared learning, practical insight, and collaboration.
- [Save the Date: UHNW Institute Regional Gathering in Washington, D.C. | May 20](https://www.uhnwinstitute.org/?p=6924): The UHNW Institute and Educational Partner, DonorsTrust, invite members in the D.C. area to join us on May 20 for a regional gathering in Washington, D.C.
- [New for 2026: The UHNW Institute Book Club](https://www.uhnwinstitute.org/?p=6670): The UHNW Institute’s Book Club offers members a facilitated yet informal space to explore thought-provoking books and exchange perspectives with peers across disciplines.
- [March Roundtable – A Blueprint for Multi-Generational Success: Building a Coalition of the Willing](https://www.uhnwinstitute.org/?p=6673): “Who will take over the business after you?” 
- [The UHNW Institute Collegium](https://www.uhnwinstitute.org/?p=6848)
- [The UHNW Institute Annual Symposium](https://www.uhnwinstitute.org/?p=6847)
- [The Women’s Leadership Summit](https://www.uhnwinstitute.org/?p=6843)

## Podcasts
- [New Podcast Episode: The Making of an Integrated Advisor](https://www.uhnwinstitute.org/podcast/new-podcast-episode-the-making-of-an-integrated-advisor/): In this episode of The UHNW Institute Podcast, host Joe Reilly is joined by Michael Zeuner, managing partner at WE Family Offices and co-founder and board member of The UHNW Institute. Michael traces his path from consulting roles at Andersen Consulting and Booz Allen through senior positions at Chase Manhattan, JP Morgan Private Bank and Gen Spring Family Offices, to co-founding WE Family Offices in 2013.
- [Launching the UHNW Rising Gen: A Hybrid Model of Professional and Personal Life Coaching + Mentorship](https://www.uhnwinstitute.org/podcast/launching-the-uhnw-rising-gen-a-hybrid-model-of-professional-and-personal-life-coaching-mentorship/): In this episode of The UHNW Institute Podcast, Russ Haworth sits down with Bryn Monahan, UHNW Institute faculty and co-chair of the Emerging Leaders Initiative, Paul Edelman, UHNW Institute faculty member, and Jessica McGawley, The Rising Gen Expert, to talk about what it takes to develop the next generation within family systems and why that work looks fundamentally different from developing emerging leaders inside an organization.
- [New Podcast Episode: Building a 100-Year Family Office: Strategies and Insights](https://www.uhnwinstitute.org/podcast/joe-reilly-kathy-lintz/): In this episode of The UHNW Institute Podcast, host Joe Reilly sits down with Kathy Lintz, board of directors member of the UHNW Institute, founder & managing partner at Matter Family Office and 2026 recipient of the Family Wealth Report Lifetime Achievement Award. Together they trace the firm's arc from a fee-only planning practice started in 1990 to a multifamily office organized around four service lines: family operations, integrated wealth planning, best-in-class investments and a family learning and communication curriculum built over 25 years.
- [The Global Experience Economy: How UHNW Families Are Redefining Luxury](https://www.uhnwinstitute.org/podcast/sfo-circle-podcast-the-global-experience-economy/): In this new episode of the SFO Circle Podcast, host Kristen Oliveri is joined by Teresa Chope, CEO and Founder of Gallivant Ltd., for a conversation on how today's wealth holders are redefining luxury through experiences; from the Olympics, World Cup and Formula 1 to highly curated, invitation-only moments built around travel, access and connection.
- [The Future of Leadership in Wealth Management: Coaching & Mentorship Strategies](https://www.uhnwinstitute.org/podcast/the-future-of-leadership-in-wealth-management-coaching-mentorship-strategies/): In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Milton Pedraza (The Luxury Institute) and Richard Orlando (Legacy Capitals) to examine one of the more persistent challenges facing wealth management and family office firms:
- [A Blueprint for Multi-Generational Success: Building a Coalition of the Willing, Part 2](https://www.uhnwinstitute.org/podcast/new-podcast-episode-a-blueprint-for-multi-generational-success-building-a-coalition-of-the-willing-part-2/): In this episode of The UHNW Institute Podcast, host Russ Haworth continues the conversation with fellow co-authors Bryn Monahan, Meredith Thomas Straight and Paul Edelman on their white paper, A Blueprint for Multi-Generational Success: Building a Coalition of the Willing.
- [A Blueprint for Multi-Generational Success: Building a Coalition of the Willing, Part 1](https://www.uhnwinstitute.org/podcast/new-podcast-episode-a-blueprint-for-multi-generational-success-building-a-coalition-of-the-willing-part-1/): In this episode of The UHNW Institute Podcast, host Russ Haworth sits down with his fellow co-authors Amelia Renkert-Thomas and Daniel Trimarchi to discuss their white paper, A Blueprint for Multi-Generational Success: Building a Coalition of the Willing.
- [Family at the Center: Redefining the Role of the SFO](https://www.uhnwinstitute.org/podcast/family-at-the-center-redefining-the-role-of-the-sfo/): In this new episode of the SFO Circle Podcast, host Kristen Oliveri is joined by Stacy Allred (Managing Director and Head of Family Engagement & Governance, J.P. Morgan Wealth Management), Vanessa Reniers (Director, Twinwood Family Office), and Bill Woodson (Managing Director, The Cynosure Group) to explore what it really means for a single family office to be family-centered and how learning becomes the engine that makes it possible.
- [Building an Integrated Family Office: Thought Leadership, Succession and What’s Ahead at the UHNW Institute](https://www.uhnwinstitute.org/podcast/new-podcast-episode-building-an-integrated-family-office-thought-leadership-succession-and-whats-ahead-at-the-uhnw-institute/): In this episode of The UHNW Institute Podcast, host Joe Reilly sits down with Tom McCullough, the UHNW Institute’s new Managing Director of Thought Leadership and Strategy, for a wide-ranging conversation about leadership transitions, the Institute’s growing body of resources and what 2026 has in store. Tom brings both professional perspective and personal experience to the discussion, reflecting on what it means to pass the baton and to receive one.
- [Integrating AI into the Family Office: From Curiosity to Capability](https://www.uhnwinstitute.org/podcast/integrating-ai-into-the-family-office-from-curiosity-to-capability/): In this follow-up to the SFO Circle Clinic in Chicago, host Kristen Oliveri, senior family office advisor at UHNWI, is joined by three leaders in family office technology for a conversation about artificial intelligence in the family office. Tania Neild (Founder and CTO, InfoGrate Wealth), Bill Wyman (President, Family Office Services, Summitas) and Dan Gregerson (Co-Founder and CEO, Summitas) share how AI is beginning to show up in reporting, data work and decision support, and what a thoughtful path forward can look like.
- [Philanthropic Advising Competency Model](https://www.uhnwinstitute.org/podcast/philanthropic-advising-competency-model/): In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Tony Macklin (Daylight Advisors) and Marguerite Griffin (Northern Trust) for a conversation about the Philanthropic Advising Competency Model developed by Daylight. Together they look at how philanthropic advising has changed, why a structured competency framework matters, and what it takes to align purpose and finance in work with families.
- [Integrating Wealth Management: Profitability Drivers, Trade-offs, and Strategic Considerations](https://www.uhnwinstitute.org/podcast/integrating-wealth-management-profitability-drivers-trade-offs-and-strategic-considerations/): In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Kevin Casey (Head of Corporate Development and Strategy, PathStone) and Joe Calabrese (COO, Key Wealth) to discuss their new UHNW Institute white paper on integrated wealth management. Together, they look at when a more integrated model makes sense, what it requires from leadership, and how profitability, capacity and culture intersect.
- [Leaving Your Legacy](https://www.uhnwinstitute.org/podcast/leaving-your-legacy/): This episode marks the launch of the UHNW Institute's Beneficiary Stories Initiative, a new effort designed to elevate the real experiences, opportunities, and challenges of inherited wealth. Led by Amy Hart Clyne, Dennis Jaffe, and Angelique LeDoux, and supported by educational partner Pitcairn, the initiative will bring forward the voices of beneficiaries to support families and the advisors who serve them.
- [The Expert Generalist: The Most Valuable Seat in the Family Office](https://www.uhnwinstitute.org/podcast/sfo-circle-the-expert-generalist/): In the latest episode of the SFO Podcast, host Kristen Oliveri, senior family office advisor at the UHNW Institute, is joined by Linda Mack (Founder and President, Mack International and UHNWI board member), Rich Wolkowitz (Founder Xylogenesis® Family Office Advisory), and family office executive Josh Miller (CEO, Minot’s Light Management, Inc.) for a focused conversation on one of the most essential roles in the single family office: the expert generalist.
- [Power Maps](https://www.uhnwinstitute.org/podcast/power-maps/): In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Betsy Erickson (Head of Family and Individual Services, Arabella Advisors and UHNW Institute Social Impact & Philanthropy Domain Chair) and David Werdiger (Principal Consultant, Nathanson Pearson and UHNW Institute faculty member) for a discussion on power dynamics in ultra-high-net-worth families.
- [Navigating Risk Management with Kate Norris](https://www.uhnwinstitute.org/podcast/navigating-risk-management-with-kate-norris/): In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Kate Norris, founder and CEO of Atténuer Risk, for a timely conversation on risk management for ultra-high-net-worth families.
- [Tax Residency: Myths Debunked](https://www.uhnwinstitute.org/podcast/tax-residency-myths-debunked/): In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Judi Galst, Managing Director, Private Clients at Henley & Partners, for a conversation on investment migration.
- [Single Family Office Podcast](https://www.uhnwinstitute.org/podcast/single-family-office-podcast/): In the debut episode of our new Single Family Office Podcast, host Kristen Oliveri, senior family office advisor at UHNWI, is joined by Natasha Pearl, CEO and founder of Aston Pearl and UHNWI faculty member and Bill Wyman, president of Family Office Services at Summitas, LLC and UHNWI Advisory Board member. The trio shares the story behind the Institute's newest initiative: the Single Family Office Membership Program, built specifically for senior SFO executives.
- [The Complexities of Elder Care within UHNW Families](https://www.uhnwinstitute.org/podcast/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 at Teresa Leigh Home + Family Office, nationally recognized expert in private staffing and family advisory, to discuss the layered challenges of elder care in ultra-high-net-worth households.
- [Exploring the Collegium and Practice Management Council](https://www.uhnwinstitute.org/podcast/exploring-the-collegium-and-practice-management-council/): The UHNW Institute is pleased to share the latest episode of the UHNW Institute Podcast, featuring guest host Jamie McLaughlin in conversation with Stephanie Gromek, Managing Partner at BBR Partners. This discussion examines the role of the Collegium and the Practice Management Council, two initiatives designed to elevate professional development and collaboration in the ultra-high-net-worth space.
- [Understanding Security for UHNW Families](https://www.uhnwinstitute.org/podcast/understanding-security-for-uhnw-families/): In this episode of The UHNW Institute Podcast, host Russ Haworth speaks with Paul Viollis, CEO at Viollis Group International, and Edward Marshall, CEO at Presage Global, about the security challenges facing ultra-high-net-worth families. Their conversation addresses common misconceptions, growing risks in cyber and physical security and the role of intelligence in risk management.
- [Managing Risk for Ultra-High-Net-Worth Families with Linda Bourn](https://www.uhnwinstitute.org/podcast/managing-risk-for-ultra-high-net-worth-families-with-linda-bourn/): In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Linda Bourn, National Director, Family Enterprise Risk Practice at Alliant Private Client and the Risk Management Domain Chair at the Institute, to discuss how ultra-high-net-worth families can address a wide range of risks.
- [Collaboration and Integration in Healthcare](https://www.uhnwinstitute.org/podcast/collaboration-and-integration-in-healthcare/): As a follow-up to the sneak-peak debuted at the Symposium, this episode of The UHNW Institute Podcast features the full conversation between Dr. Jim Grubman and Dr. Amirala Pasha as they discuss the differences between collaboration and integration in healthcare, focusing on executive health. They explore the value of long-term relationships, the role of expert generalists and what makes integrators effective.
- [Health and Wellness with Anna Nichols](https://www.uhnwinstitute.org/podcast/health-and-wellness-with-anna-nichols/): In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Anna Nichols, Managing Director and Head of Client Education at Altair Advisors and Chair of the Health and Wellness Domain at the Institute. Together, they explore the vital role that health and wellness play in advising ultra-high-net-worth families, especially as it relates to family dynamics, long-term planning and wealth management. Anna, with her background in financial communications and wealth consulting, provides insights into how proactive health planning impacts family relationships and decision-making processes.
- [Estate Planning and Legal Issues](https://www.uhnwinstitute.org/podcast/estate-planning-and-legal-issues/): In the latest episode of The UHNW Institute Podcast, host Russ Haworth is joined by Kim Kamin, Principal and Chief Wealth Strategist at Gresham Partners LLC and Chair of Estate Planning & Legal Issues Domain at The Institute. Kim unpacks estate planning, covering topics such as wealth transfer planning, business administration and philanthropy. She emphasizes the importance of collaboration between legal advisors and other domains for comprehensive wealth strategies. Kim also addresses emerging challenges like the Corporate Transparency Act compliance and the expiration of high exemptions, offering guidance on how families and advisors can prepare sound strategies.
- [Social Impact & Philanthropy](https://www.uhnwinstitute.org/podcast/social-impact-philanthropy/): In this informative episode of The UHNW Institute Podcast, host Russ Haworth sits down with Betsy Erickson, Head of Family and Individual Services at Arabella Advisors and Social Impact and Philanthropy Domain Chair at The Institute. Building on her 15+ years working with families and individual clients to enhance their learning, collaboration and philanthropic goals, Betsy now offers a wealth of expertise to guide other advisors in helping client families make values-driven impacts.
- [Governance and Decision Making](https://www.uhnwinstitute.org/podcast/governance-and-decision-making/): In this informative episode of The UHNW Institute Podcast, host Russ Haworth sits down with Dennis Jaffe, Senior Research Fellow at BanuanGlobal and Governance and Decision Making Domain Chair at The Institute. Dennis brings a wealth of knowledge from his extensive career in family therapy, organizational consulting and academia, offering a comprehensive view of governance in family enterprises.
- [Leadership and Transition Planning](https://www.uhnwinstitute.org/podcast/leadership-and-transition-planning/): In our latest episode of The UHNW Institute Podcast, host Russ Haworth interviews Amy Renkert-Thomas, chair of the Leadership and Transition Planning domain at the UHNW Institute and Founder of Renkert Thomas Consulting. Russ and Amy talk about the vital role of leadership and transition planning in multi-generational family enterprises. Amy highlights the need for leaders to adapt their styles as the family enterprise grows and evolves. She emphasizes collaboration among advisors and the Institute’s role in guiding families through generational changes.
- [The Ten Domains of Family Wealth](https://www.uhnwinstitute.org/podcast/the-ten-domains-of-family-wealth/): In this insightful episode, host Russ Haworth and guest, Dr. Jim Grubman, UHNW Institute Content & Curriculum Chair and owner of Family Wealth Consulting, explore the Ten Domains of Family Wealth, a model designed to address the complex needs of ultra-high-net-worth families. This taxonomy and hierarchy help families and advisors identify strengths and gaps in their wealth management strategies, independent of specific service providers.
- [The UHNW Institute Podcast: An Introduction to The UHNW Institute](https://www.uhnwinstitute.org/podcast/the-uhnw-institute-podcast-an-introduction-to-the-uhnw-institute/): In our premiere episode, listen as Steve Prostano, founder and chairman of The UHNW Institute, talks with host, Russ Haworth, about the Institute's mission and vision, including its organic formation in 2018.