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Masterclass Replay: The Awakening of Family Governance
The UHNW Institute's July Masterclass, "The Awakening of Family Governance: Evolution of Family Enterprise After the Founder," is now available to members as a replay. Led by Dennis Jaffe, Pat Armstrong and Rebecca Meyer of…
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Featured Advisory Board Member: TERESA LEIGH
Featured member Teresa Leigh, founder of Teresa Leigh Home + Family Office, specializes in household…
The 2024 Symposium Report Is Now Available: The Future of Family Wealth Advising
The UHNW Institute's 2024 Symposium Report—The Future of Family Wealth Advising: Positioning Your Firm for Success—is…
PROVIDING SERVICE – PRACTICE MANAGEMENT CLINIC
The Institute invites operating executives and practice leaders to attend our March Practice Management Clinic – Defining and…
The UHNWI Institute MARCH 2025 MONTHLY THEME – Beneficiaries
This March, The Institute's theme is Beneficiaries, with our Roundtable on March 25th focusing on The…
Delaware Beneficiary Well-Being Trust Statute: Kristin Keffeler In Conversation with Todd Flubacher
Give Beneficiaries a Fish, You Feed Them for a Day. Teach Beneficiaries to Fish, You…
The UHNW Institute FEBRUARY 2025 MONTHLY THEME- Integrated Wealth
Dear UHNW Institute Members, For those who joined us for the Fall Symposium, The Future of…