News & Insights

  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

New for 2026: The UHNW Institute Book Club The UHNW Institute’s Book Club offers members a facilitated yet informal space to explore thought-provoking books and exchange

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

Happy New Year! An Announcement from the Chairman, Steve Prostano   With both gratitude for the past and optimism for the future, we announce the

2026 Member Orientations: Making the Most of Your UHNW Institute Membership   The UHNW Institute will host live member orientations every other month in 2026.

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

Beneficiary Stories Initiative: Launching in 2026 Members of the Institute, As announced at The UHNW Institute 2025 Symposium, The UHNW Institute is launching the Beneficiary Stories

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

New Podcast Episode: Integrating AI into the Family Office: From Curiosity to Capability In this follow-up to the SFO Circle Clinic in Chicago, host Kristen

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