News & Insights

Institute Spotlight: Moira Somers As part of The Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from

The UHNW Institute’s April Theme: Family Dynamics Each month, The UHNW Institute will identify a specific industry theme to emphasize. Much of the content and

Wealth of Wisdom Podcast Recap: Leading Successful Family Meetings Lansberg Gersick Advisors’ (LGA) Dr. Katherine Grady and Dr. Wendy Ulaszek joined Tom McCullough, The Chairman

Replay – The UHNW Institute Masterclass: The Art of Facilitation   On Thursday, March 16, The UHNW Institute held its inaugural Masterclass: The Art of

Institute Spotlight: Tom McCullough As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members, the

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