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New Member Benefit: Access More of the Thought Leadership You Value Through a Discounted Subscription to Trusts & Estates
Industry thought leaders and UHNW Institute Board of Directors members Jim Grubman and Dennis Jaffe have updated their article, "Green, Yellow or Red Zone Client?", offering a practical framework for assessing personal and family complexity…
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The UHNW Institute Is Launching the Beneficiary Stories Initiative (BSI)
At the UHNW Institute, we believe the most transformative insights in wealth management don’t live…
New for 2026: The UHNW Institute Book Club
The book club will explore timely ideas with a network of fellow professionals. Designed for…
The Obsolete Armor: Integrated Risk Management for the AI Era
Join The UHNW Institute for our first program of the year on January 29 at…
Happy New Year! An Announcement from the Chairman, Steve Prostano
With both gratitude for the past and optimism for the future, we announce the retirement…
2026 Member Orientations: Making the Most of Your UHNW Institute Membership
The UHNW Institute will host live member orientations every other month in 2026. These sessions…
Access the Tools Behind the 2025 Symposium
Members of the UHNW Institute have exclusive access to the Resource Library, a growing collection…