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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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UHNW Institute Launches SFO Circle: A Global Community for Single Family Office Professionals
Offering unbiased content, peer forums, clinics, study groups, and an annual symposium for SFO professionals…
Roundtable Replay | The AIM Framework: A New Model for Understanding and Explaining Best Practices in Advisory Services
This roundtable, led by Dr. Jim Grubman, Content Chair at the UHNW Institute, explored…
The UHNW Institute’s Holiday Gift Guide
The UHNW Institute is once again curating its annual Holiday Gift Guide, and we’d love…
Welcoming New Advisory Board Member: Tavan L. R. Pechet
The UHNW Institute is pleased to welcome Tavan L. R. Pechet, Founder of Pechet Advisors,…
Tenth Family Wealth Report Family Office FinTech Summit – October 9, 2025
The Family Wealth Report Family Office FinTech Summit returns for its tenth year. This one-day…
Gifting Decisions and Planning with Flexibility Under OB3
This new resource has been added to our Resource Library! Written by Kim Kamin and…