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New Faculty Appointments at the UHNW Institute
The UHNW Institute is pleased to announce three new faculty appointments. Pat Armstrong has transitioned from faculty member on the Governance and Decision-making domain to the Domain Chair of the Family Dynamics Domain. James C.…
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Practice Management Clinic Report Now Available: Metrics That Matter
The full report from our June 2025 Practice Management Clinic, Metrics That Matter, is now…
September Roundtable: The Aim Framework — A New Model for Understanding and Explaining Best Practices in Advisory Services
Tuesday, September 9 at 4 PM EST Seasoned advisors recognize the rhythm of effective client…
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…