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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 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…
The UHNW Institute JULY 2025 MONTHLY THEME –
Estate Planning and Legal Issues, our theme for the month of July, encompasses more than…
All About Power: A Conversation with Betsy Erickson and David Werdiger
Power often goes unnamed in family conversations, but its influence is unmistakable. In this episode…
Sales and Marketing PMC Summary Now Available
May 2025 Practice Management Clinic UHNW Institute June 10, 2025 Overview The May 2025 Practice…