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The New UHNW Institute Website Is Now Live!
The new UHNW Institute website is redesigned and built around a simple goal: make it easier for members to find, use and apply the Institute's work in real client and family situations. Over the past…
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Wealthesaurus™ Highlighted in CNBC’s Inside Wealth
The Wealthesaurus™ was recently featured by Robert Frank, CNBC Wealth Editor, in his Inside Wealth…
Protecting the Legacy of Family Offices and Family Businesses in Today’s Legislative Environment
Lunch & Learn | Friday, September 19, 2025 | 11 AM – 1 PM ET…
Roundtable Replay: Business Sustainability and Capital Structure in a Maturing Industry
As organizations in the family wealth field evolve, new questions are emerging around ownership models,…
New Coverage Highlights the Wealthesaurus™ as a Cross-Disciplinary Resource
The Wealthesaurus™ continues to be recognized for its role in standardizing terminology across family wealth…
Save the Date: 5th Annual UHNW Symposium | November 17-18, 2025 | New York City
We're pleased to announce the 5th Annual UHNW Symposium, taking place November 17-18, 2025, in…
Masterclass Replay: The Adventures of Family Conflict: Practical Wisdom & Skills
Conflict in UHNW families is rarely straightforward. Its roots can be subtle, and its effects…