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New Faculty Appointments at the UHNW Institute
The UHNW Institute is pleased to announce four new faculty appointments. Edward Marshall has been named Chair of the Risk Management Domain Allison Lawshe joins as a Faculty Member in the Philanthropy Domain Paulina Mejia…
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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…
Practice Management Clinic Report Now Available: From Pain Points to Possibilities
The full report from our September 2025 Practice Management Clinic, From Pain Points to Possibilities:…
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…