NEWS & INSIGHTS
NEW YORK, May 4, 2020 — The UHNW Institute, a leading non-profit think tank, today released a comprehensive intellectual framework intended to fill a major knowledge gap in the delivery of wealth management services to ultra-wealthy families.
Dr. Fredda Herz Brown’s latest book, The Essential Roadmap: Navigating Family Enterprise Sustainability in a Changing World, helps readers to navigate the twists and turns of successfully sustaining a family-owned enterprise.
Borrowed from your Grandchildren is a look at how large, long-lasting business families succeed across generations and is based on interviews by Jaffe with 100 large, global families who have passed their 3rd generation of business together.
With 20% of family offices having been a target of a cyberattack, security and privacy are more important than ever. Author, family office subject matter expert and The Institutes’ Director of Associate Membership, Edward V. Marshall, demystifies risk management for family offices, outlining best practices and offering tips to avoid common pitfalls.
The current crisis is turning everyone’s world around in ways that couldn’t even have been anticipated a few weeks ago. After a half century of talking about the pace of change speeding up and the many innovations that are reorganizing our behavior, now we suddenly have come upon a situation that makes it impossible not to change. We simply have no way to plan for what to do next, or how to manage the pace of the upheaval. And yet every day we must act, and even make some tough choices, without any real information about what’s the best direction to take.