Latest News
Featured News
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 standard for advanced estate and wealth transfer education. Now in its 46th year, the program continues its legacy of providing…
Read More
Practice Management Clinic: Sales and Marketing
The UHNW Institute invites operating executives and practice leaders to join our next Practice Management…
Welcoming New UHNW Institute Team Member: Kristen Oliveri
The UHNW Institute is proud to welcome Kristen Oliveri to our team. She will lead…
Pre-Recorded Webinar: The Mentor, The Mentee, and Reverse Mentorship: Developing Successful Mentorship Programs for the UHNW Firm
How can mentorship programs support career development and strengthen UHNW firms? In this Emerging Leaders…
Virtual Roundtable Replay: Delaware Beneficiary Well-Being Trust Statute
The UHNW Institute's March Roundtable is now available for replay. In this session, Kristin Keffeler…
The UHNW Institute APRIL 2025 MONTHLY THEME – FAIM
* MARK YOUR CALENDAR * 4/3 The UHNW Institute Podcast: Exploring the Collegium and Practice Management Council 4/7 Webinar: The…
Virtual Collegium 2025: Defining and Achieving Business Sustainability
Join us for the 2025 Virtual Collegium, Defining and Achieving Business Sustainability. This interactive program, designed…