Latest News
Featured News
A Tribute to Stephen “Steve” Prostano, Wealth Management Pioneer and Founder of the UHNW Institute
A Tribute to Stephen “Steve” Prostano, Wealth Management Pioneer and Founder of the UHNW Institute Stephen “Steve” Prostano, 68 of Greenwich, Connecticut, spent much of his career helping families manage wealth. His greater contribution may…
Read More
Bill Wyman UHNW Institute Member Profile
The UHNW Institute is pleased to feature our quarterly conversation highlights with Bill Wyman, President…
Family Wealth Report Profiles the Wealthesaurus™
Family Wealth Report takes readers inside the UHNW Institute's two-year effort to build the Wealthesaurus™,…
July Roundtable: Trust-Owned Enterprises: What Every Advisor Should Know
July Roundtable: Trust-Owned Enterprises: What Every Advisor Should Know Thursday, July 24 from 4-5:30 PM…
New Industry Resource Available for Pre-Order Wealth Management with a Difference: Your Guide to Achieving Client, Generational, and Business Success
April Rudin, CEO of the Rudin Group, and Nick Rice, Director at Brunswick Group, have…
Preparing for the Wealth Shift of the Century: Highlights from the UHNW Institute’s Inaugural Women’s Leadership Summit
With the largest intergenerational wealth transfer in history underway, the Ultra High Net Worth (UHNW)…
July Roundtable: Business Sustainability and Capital Structure in a Maturing Industry
Roundtable | Monday, July 7 at 4 PM ET As firms in the family wealth…