News & Insights

As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from all over the U.S.,

The UHNW Institute’s DEI Allyship Challenge Here at The UHNW Institute, we believe allyship is essential to highly functioning teams as well as attracting and

Upcoming Event – The Eighth Annual Family Office FinTech Summit by Family Wealth Report September 13, 2023 in New York City We are pleased to announce

Institute Spotlight: Natalie McVeigh As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from

Welcome to The Institute: Allison Taff Migel from SEMCAP The UHNW Institute welcomes Allison Taff Migel as the newest member of the advisory board of

The UHNW Institute on The Family Business Podcast: Reimagining Transitions     Successfully passing the reigns of a family business to its next leader can

Introducing The Institute’s New Domain Chairs: Betsy Erickson, Natalie McVeigh and Moira Somers We are pleased to welcome three new domain chairs to The UHNW

Institute Spotlight: Betsy Erickson As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from

New Event Series: THE UHNW INSTITUTE MASTERCLASS The Masterclass Series is a quarterly learning opportunity by and for Institute members and peers.  Our new content

THE UHNW INSTITUTE MASTERCLASS: The Art of Facilitation Thursday, March 16, 2023, from 5– 6:30 p.m. ET Families of wealth, like all families, can face