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Masterclass Replay: Governance Over Generations: Experiences of Two Large, Hundred-Year Families on Sustaining Long-Term Governance
Sustaining family governance across generations requires regular attention to how decisions are made, responsibilities are shared and family members stay connected. For families with hundreds of members, these practices must adapt as each generation develops…
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Look Yourself Up! Member Directory Updates: The Member Directory search is now live
We listened to your feedback and have recently updated the Member Directory to help you…
NEW RESOURCE: THE CATALYSTS FRAMEWORKâ˘: UNDERSTANDING WHAT DRIVES CHANGE IN ULTRA-HIGH-NET-WORTH FAMILIES
A business sale, health event, family transition or change in advisors can affect many aspects…
Tara Kehoe Joins Ron Ransom, CEO of the American Endowment Foundation (AEF), on its Let’s Talk DAFs! Podcast
Tara Kehoe, Manager of the Resource Library at The UHNW Institute, recently joined Ron Ransom,…
Table Stakes 2.0: The Service Model of the Future for Integrated Family Wealth Management
UHNW families are often surrounded by excellent specialists. The challenge is ensuring that all of…
New Article: Helping Define Excellence in UHNW Advice
For years, The UHNW Institute has been working to address a fundamental challenge in our…
New Faculty Appointments at the UHNW Institute
The UHNW Institute is pleased to announce two new faculty appointments. Brad Jesson has been…