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New Webinar: Global Perspectives, Shared Challenges
The UHNW Institute is expanding its global reach to support advisors serving ultra-high-net-worth families across regions and jurisdictions. Through its new International Initiative, the Institute is building a global community grounded in shared learning, practical…
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Growing from Analyst to Partner: Investing in the Human Capital Within Your Organization
Cultivating the Non-Specialist Skills that Underly Excellence Featuring Kristin Keffeler, MSM, MAPP March 10, 2026…
New White Paper—A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part One
For decades, family enterprise succession was framed as a simple ‘passing of the baton’ from…
The UHNW Institute February 2026 Monthly Theme – Passing the Baton With Purpose: Navigating Leadership and Generational Transitions in Firms and Families
Dear UHNW Institute Members, Transition isn’t a moment; it’s a practice. This month, the UHNW…
Welcoming New UHNW Institute Team Member: Matthew Murphy
The UHNW Institute is pleased to welcome Matthew Murphy as Principal, Membership Growth and Engagement.…
Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era
Traditional security defenses are no longer sufficient to protect family offices from the rapid advancement…
New Featured Resource by UHNW Institute Leadership — Estate Planning for Modern Families
The fourth edition of The Tools and Techniques of Estate Planning for Modern Families has been released,…