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Advancing Family Wealth Advising Across Borders: Highlights from The UHNW Institute’s Inaugural European Conference
The UHNW Institute's latest report is now available, featuring discussions from its inaugural European Conference, held September 24, 2026, at the University of Oxford's Saïd Business School. Family wealth advisors, family enterprise specialists, academics and…
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William Kambas Joins The UHNW Institute Faculty
The UHNW Institute welcomes William Kambas, Partner at Withers, as a Faculty Member in the…
Masterclass Replay: Governance Over Generations: Experiences of Two Large, Hundred-Year Families on Sustaining Long-Term Governance
Sustaining family governance across generations requires regular attention to how decisions are made, responsibilities are…
NEW THOUGHT LEADERSHIP — INTEGRATION ISN’T A CHECKLIST: THE NEXT EVOLUTION OF INTEGRATED WEALTH MANAGEMENT
A family can have excellent investment, tax, estate planning and governance advisors and still be…
NEW RESOURCE: THE AIM FRAMEWORK™: A COMPREHENSIVE MODEL FOR INTEGRATED FAMILY WEALTH MANAGEMENT
Effective family wealth management requires a coordinated process for identifying a family's needs, putting appropriate…
Welcoming Austin V. Shapard to the Board of Directors at The UHNW Institute
We proudly announce that Austin V. Shapard, Senior Advisor to Fiduciary Trust Company, has joined…
Why I Joined: A New Member Series | Today’s Spotlight: Mel Lagomasino
This month, we're shining a spotlight on Mel Lagomasino, one of the founding members of…