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New Article: Helping Define Excellence in UHNW Advice
For years, The UHNW Institute has been working to address a fundamental challenge in our field: how do we move beyond excellence within individual disciplines toward excellence in the way advice comes together around families?…
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The UHNW Institute February 2026 Monthly Theme – Passing the Baton With Purpose: Navigating Leadership and Generational Transitions in Firms and Families
Dear UHNW Institute Members, Transition isn’t a moment; it’s a practice. This month, the UHNW…
Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era
Traditional security defenses are no longer sufficient to protect family offices from the rapid advancement…
New Featured Resource by UHNW Institute Leadership — Estate Planning for Modern Families
The fourth edition of The Tools and Techniques of Estate Planning for Modern Families has been released,…
2026 Practice Management Clinics | Building Capability. Sharing Insight. Advancing the Practice.
As the UHNW landscape continues to evolve, so too do the operational, strategic, and organizational…
The UHNW Institute’s Q1 2026 Newsletter
The Q1 newsletter reflects on the strong foundation built in 2025 and shares what the…
Featured Member: Meredith Straight
This month, the Institute spotlights our quarterly conversation with Meredith Straight of Renkert Thomas Consulting.…