News & Insights

We’re honored and excited that many of our members (firms and individuals) and board members were recognized as 2022 winners across an array of categories at the 9th Family Wealth Report Awards ceremony held in NYC.

Wealth 3.0, a new approach to providing advice to wealthy families, is spotlighted in a recent paper by Institute faculty members James Grubman and Dennis Jaffe, and co-author Kristin Keffeler, in the February issue of Trusts & Estates magazine.

Barbara Hauser, an Institute Advisory Board Member, serves as Editor in Chief of the International Family Offices Journal. Her new book, from the Swiss publisher Helbirg Lichtenhahn, is titled Applying the Benefits of the Rule of Law in Family Governance. In it, she makes the case that family decision-making ought to be modeled after the rule of law, with due consideration given to transparency, accountability, and family member participation.

Amy Hart Clyne has a new book full of advice for women titled Finding Her Voice and Creating a Legacy. She is Chief Knowledge and Learning Officer for Pitcairn and an Institute Advisory Board Member. Her co-author, Dennis Jaffe, is an Institute Faculty Member.

Daniel Trimarchi, an Institute Faculty Member, has been named one of the top consultants in the family business field. Trimarchi, who serves on the Institute’s Advisory Board, was among the consultants included in the list of Top 100 Influencers recently announced by the publication Family Capital.

What is the value of “integration” in a family office, why does it matter, and how do we know if it has been achieved? This topic is discussed by two experts in the family offices industry and the business of serving UHNW individuals.

Family stories matter. In fact, they are one of the most powerful learning tools for children and future generations. Using video is a great way to capture a family’s history and can create tangible and visual memories for generations to come. Bridging the Gap intimately explains how and why this can be done and gives step-by-step instructions on how to get started.

Congratulations to our UHNW Institute leaders Steve Prostano, Bill Woodson, Barbara Hauser, Tom Handler, Thom Melcher and Natasha Pearl for their recognition by Business Insider as one of the top 21 professionals to know when starting a family office.

Some of the most pressing issues that face family offices, their members, and the advisors working with them, were put under the microscope in a two-day conference held by the UHNW Institute last week. This is a summary of the main discussions, with video clips alongside.

Scheduled for the mornings of June 8th and 9th, attendees to the upcoming UHNW Institute conference in partnership with Family Wealth Report have a chance to tap into actionable strategies from a series of expert panels. You can take an inside look at what our host and moderators have planned.