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Masterclass Replay: The Awakening of Family Governance
The UHNW Institute's July Masterclass, "The Awakening of Family Governance: Evolution of Family Enterprise After the Founder," is now available to members as a replay. Led by Dennis Jaffe, Pat Armstrong and Rebecca Meyer of…
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New White Paper—Integrating Wealth Management: Profitability Drivers, Trade-offs, and Strategic Considerations
As client needs evolve and firms strive to deliver more holistic solutions, the need for…
SFO Circle Media Coverage: Featured in Family Wealth Report, Financial Advisor, CNBC, and More
The Institute is excited to share that we have officially launched the SFO Circle, our membership for senior…
Roundtable Replay: The Impact of Evolving Tax Policy on Family Enterprises
The September 19th roundtable explored how evolving tax and legislative policies are shaping the future…
Welcome New Faculty Member: Jane Flanagan
The UHNW Institute is pleased to welcome Jane Flanagan, Independent Advisor, Executive Coach, and Founder…
October Theme: Social Impact & Philanthropy
Dear UHNW Institute Members, Our favorite time of year is here! Fall brings our Signature…
Presenting “The Top Shelf”: A New Way to Access the UHNW Institute Resource Library
For over two years, UHNW Institute members have asked for a simpler way to stay…