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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 the UHNW Institute's May 2026 Practice Management Clinic, where members explored how client expectations are reshaping service delivery across the…
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Welcoming New Advisory Board Member: Paige Goepfert
The UHNW Institute is pleased to welcome Managing Director, Private Client Services at Andersen, Paige…
Welcome New Faculty and Advisory Board Members
The UHNW Institute is pleased to welcome several distinguished professionals to our Faculty and Advisory…
Exploring the Ten Domains of Family Wealth: Join the 2025 MFO Study Group
The MFO Study Group, is led by Laurent Roux, and will focus on the practical application of…
2025 Member Orientations: Maximizing Your UHNW Institute Membership
The UHNW Institute is excited to introduce live orientations every other month in 2025, offering…
New Resource Available: Fees and Pricing for UHNW Client Services
The UHNW Institute is pleased to share the latest white paper from Schwab Advisor Family…
2025 Clinics on the Horizon – Fresh Perspectives, New Format
Through research, surveys and member feedback, we have found that many members place a high…