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New in the Resource Library: The Death of the 1031 Exchange
The UHNW Institute has added a new white paper to the Resource Library, The Death of the 1031 Exchange, from Trevor Schuesler, CFA and Annie Clare of Buchanan Street Partners. This topic was recently the…
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NEW THOUGHT LEADERSHIP — THE MOST COMMON QUESTION WEALTHY FAMILIES ASK
Tom McCullough, Managing Director of Thought Leadership and Strategy at the UHNW Institute, addresses the…
The UHNW Institute’s 2026 Summer Reading List Is Now Available
Each summer, The UHNW Institute shares a curated reading list shaped by recommendations from our…
The UHNW Institute Collaborates with Trusts & Estates for the 46th Annual Planning for Large Estates Program
For more than four decades, the Annual Planning for Large Estates Program has set the…
May Roundtable Replay: Geopolitics & Risk: Turning Headline Risk into UHNW Family Strategy
"How is this all going to end?" When observing the current global climate, that…
NEW RESOURCE — THE JOURNEY TO FAMILY ENTERPRISE SUCCESSION: 5 STEPS FROM INTENTION TO ACTION
Historically, founders viewed passing down the business as a straightforward event that could be managed…
New Report Available: The Changing Landscape of Family Office Services
What does "family office services" actually mean today? That question was at the center of…