News & Insights

Family Wealth Report takes readers inside the UHNW Institute’s two-year effort to build the Wealthesaurus™, a glossary of nearly 100 common and specialized family wealth

  In the debut episode of our new Single Family Office Podcast, host Kristen Oliveri, senior family office advisor at UHNWI, is joined by Natasha

July Roundtable: Trust-Owned Enterprises: What Every Advisor Should Know Thursday, July 24 from 4-5:30 PM ET For many UHNW families, trust structures are not separate

April Rudin, CEO of the Rudin Group, and Nick Rice, Director at Brunswick Group, have co-authored Wealth Management with a Difference, set for global release

  Preparing for the Wealth Shift of the Century: Highlights from the UHNW Institute’s Inaugural Women’s Leadership Summit With the largest intergenerational wealth transfer in

JULY ROUNDTABLE: BUSINESS SUSTAINABILITY AND CAPITAL STRUCTURE IN A MATURING INDUSTRY Roundtable | Monday, July 7 at 4 PM ET As firms in the family

The Wealthesaurus™ is Now LIVE When words mean different things to different people, good advice can get lost. That’s why we created the Wealthesaurus, the

Roundtable Replay: Is There a Doctor in the Firm? The Changing Role of Wealth Advisors in Addressing Client Health Concerns Physical, mental or behavioral health

The Evolution of Excellence: Next Steps in Integrated Family Wealth Management The UHNW Institute will launch a series of tools to support the advancement of

Dear UHNW Institute Members, Our theme this month, the Single Family Office (SFO), recognizes the growth of private organizations created to manage financial and personal