News & Insights

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

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

New Podcast Episode: Power Maps In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Betsy Erickson (Head of Family and

  Roundtable Replay | The AIM Framework: A New Model for Understanding and Explaining Best Practices in Advisory Services This roundtable, led by Dr. Jim

The UHNW Institute’s Holiday Gift Guide The UHNW Institute is once again curating its annual Holiday Gift Guide, and we’d love your ideas and recommendations.

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

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