NEWS & INSIGHTS
The UHNW Institute Q2 2025 Newsletter
The 2025 second quarter newsletter includes a Letter from the Chairman of the Board, the launch of the Wealthesaurus™ and our SFO Offering, a
Bill Wyman UHNW Institute Member Profile
The UHNW Institute is pleased to feature our quarterly conversation highlights with Bill Wyman, President of Family Office Services at Summitas, LLC and Advisory Board
Family Wealth Report Profiles the Wealthesaurus™
Family Wealth Report takes readers inside the UHNW Institute’s two-year effort to build the Wealthesaurus™, a glossary of nearly 100 common and specialized family wealth
First Quarterly Episode of the New Single Family Office Podcast Now Available
In the debut episode of our new Single Family Office Podcast, host Kristen Oliveri, senior family office advisor at UHNWI, is joined by Natasha
July Roundtable: Trust-Owned Enterprises: What Every Advisor Should Know
July Roundtable: Trust-Owned Enterprises: What Every Advisor Should Know Thursday, July 24 from 4-5:30 PM ET For many UHNW families, trust structures are not separate
New Industry Resource Available for Pre-Order Wealth Management with a Difference: Your Guide to Achieving Client, Generational, and Business Success
April Rudin, CEO of the Rudin Group, and Nick Rice, Director at Brunswick Group, have co-authored Wealth Management with a Difference, set for global release
Preparing for the Wealth Shift of the Century: Highlights from the UHNW Institute’s Inaugural Women’s Leadership Summit
Preparing for the Wealth Shift of the Century: Highlights from the UHNW Institute’s Inaugural Women’s Leadership Summit With the largest intergenerational wealth transfer in
JULY ROUNDTABLE: BUSINESS SUSTAINABILITY AND CAPITAL STRUCTURE IN A MATURING INDUSTRY
JULY ROUNDTABLE: BUSINESS SUSTAINABILITY AND CAPITAL STRUCTURE IN A MATURING INDUSTRY Roundtable | Monday, July 7 at 4 PM ET As firms in the family
The Wealthesaurus™ is Now LIVE
The Wealthesaurus™ is Now LIVE When words mean different things to different people, good advice can get lost. That’s why we created the Wealthesaurus, the
Roundtable Replay: Is There a Doctor in the Firm? The Changing Role of Wealth Advisors in Addressing Client Health Concerns
Roundtable Replay: Is There a Doctor in the Firm? The Changing Role of Wealth Advisors in Addressing Client Health Concerns Physical, mental or behavioral health
