News & Insights

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 This new resource has been added to our Resource Library! Written by Kim Kamin and Jonathan Lee

September Theme: Back to Work— Family Enterprise Dear UHNW Institute Members, As Summer comes to end and kids head off to school, the Institute is

The UHNW Institute’s Q3 2025 Newsletter The Q3 newsletter offers a window into the Institute’s continued evolution and a preview of what’s next. Inside, our

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

The UHNW Institute’s 2025 Summer Reading List is Now Available  Each August, The UHNW Institute pauses regular programming to share a curated Summer Reading List—an

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

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

THE UHNW INSTITUTE AUGUST 2025 MONTHLY THEME A Little R&R… And R to End the Summer The UHNW Institute‘s 2025 Summer Reading List Dear UHNW

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.