News & Insights

The UHNW Institute’s 2025 Symposium | Meet the Speakers The 5th Annual UHNW Institute Symposium, The Firm of the Future: Living in the Real World –

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

SFO Circle Media Coverage: Featured in Family Wealth Report, Financial Advisor, CNBC, and More The Institute is excited to share that we have officially launched the SFO Circle,

New Podcast Episode: Leaving Your Legacy This episode marks the launch of the UHNW Institute’s Beneficiary Stories Initiative, a new effort designed to elevate the

  Roundtable Replay: The Impact of Evolving Tax Policy on Family Enterprises The September 19th roundtable explored how evolving tax and legislative policies are shaping

  Welcome New Faculty Member: Jane Flanagan The UHNW Institute is pleased to welcome Jane Flanagan, Independent Advisor, Executive Coach, and Founder of Essential Connections

  Dear UHNW Institute Members, Our favorite time of year is here! Fall brings our Signature Events: The Collegium in Chicago on October 6–7 and

Presenting “The Top Shelf”: A New Way to Access the UHNW Institute Resource Library For over two years, UHNW Institute members have asked for a

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

  New Podcast Episode: The Expert Generalist: The Most Valuable Seat in the Family Office In the latest episode of the SFO Podcast, host Kristen