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New Member Benefit: Access More of the Thought Leadership You Value Through a Discounted Subscription to Trusts & Estates
Industry thought leaders and UHNW Institute Board of Directors members Jim Grubman and Dennis Jaffe have updated their article, "Green, Yellow or Red Zone Client?", offering a practical framework for assessing personal and family complexity…
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Congratulations to the 2025 Family Wealth Report Award Winners!
We are proud to share that The UHNW Institute and many of our members were…
The UHNWI Institute MAY 2025 MONTHLY THEME – WEALTH + WELLNESS: NAVIGATING HEALTH & WELL-BEING IN THE LIVES OF UHNW FAMILIES
Dear UHNW Institute Members, We are grateful to those in attendance of the UHNW Institute's…
New Article Available in the Resource Library: Domain Expertise for Those Who Seek to Serve Wealth: A Conversation with Wally Head and Dennis Jaffe
What does it take to advise a family with wealth that spans generations and branches?…
The UHNW Institute May 14 In-Person Presentation and Networking Mixer
Join the UHNW Institute, in partnership with Trove and Presage Global, to discuss strengthening family…
The UHNW Institute’s Women’s Summit | Meet the Speakers
The inaugural UHNW Institute's Women's Summit will take place April 30-May 1, 2025, bringing together leading voices…
The Changing Role of Wealth Advisors in Addressing Client Health Concerns
Is there a doctor in the firm? When health becomes part of the conversation, wealth…