Latest News
Featured News
The UHNW Institute MARCH 2026 MONTHLY THEME – The Architects of Tomorrow: Succession and the Coalition Mindset
Dear UHNW Institute Members, For generations, succession in family businesses and advisory firms has been framed as a simple baton pass: identify the successor, transfer leadership and move forward. But the enterprises serving and created…
Read More
THE UHNW INSTITUTE OCTOBER THEME: THE NEW PHILANTHROPY
THE UHNW INSTITUTE OCTOBER THEME: THE NEW PHILANTHROPY As October ushers in cooler temperatures and…
Virtual Roundtable Replay: The Evolving Family Enterprise
Virtual Roundtable Replay: The Evolving Family Enterprise In our latest virtual roundtable, experts examined the…
Matter Family Office Announces Strategic Minority Investment From BW Forsyth Partners
Matter Family Office Announces Strategic Minority Investment From BW Forsyth Partners The Institute wishes to…
The UHNW Institute Featured in a Family Wealth Report Article
The UHNW Institute Featured in a Family Wealth Report Article We are pleased to share…
October Roundtable: Research from the Philanthropy and Social Impact domain to support practice, education, and training
This month, we invite you to join the Institute’s experts on October 24th at 4…
Welcome New Advisory Board Member, William (Bill) Kambas
We're pleased to announce that William (Bill) Kambas, a partner on the Private Client and…