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Family Wealth Report Family Office Fintech and Family Office Investment Forums 2026
The UHNW Institute is pleased to announce two Family Wealth Report forums taking place in New York City this April, and UHNW Institute members receive complimentary access to both. Family Wealth Report Family Office Fintech…
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Welcoming New Advisory Board Member: Tavan L. R. Pechet
The UHNW Institute is pleased to welcome Tavan L. R. Pechet, Founder of Pechet Advisors,…
Tenth Family Wealth Report Family Office FinTech Summit – October 9, 2025
The Family Wealth Report Family Office FinTech Summit returns for its tenth year. This one-day…
Gifting Decisions and Planning with Flexibility Under OB3
This new resource has been added to our Resource Library! Written by Kim Kamin and…
September Theme: Back to Work— Family Enterprise
Dear UHNW Institute Members, As Summer comes to end and kids head off to school,…
The UHNW Institute’s Q3 2025 Newsletter
The Q3 newsletter offers a window into the Institute’s continued evolution and a preview of…
Featured Member: Paul Viollis
1. As it pertains to UHNW client needs, what are the most significant trends you’re…