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Why I Joined: A New Member Series | Today’s Spotlight: Luke Jernagan
The UHNW Institute launches a new member series featuring conversations about why professionals choose to join and what they've gained from membership. This month, we spotlight Luke Jernagan, managing director of family learning at…
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June Practice Management Clinic Report Now Available
How will prospective clients find and evaluate advisory firms in an AI-driven world? That question…
NEW THOUGHT LEADERSHIP — THE MOST COMMON QUESTION WEALTHY FAMILIES ASK
Tom McCullough, Managing Director of Thought Leadership and Strategy at the UHNW Institute, addresses the…
The UHNW Institute’s 2026 Summer Reading List Is Now Available
Each summer, The UHNW Institute shares a curated reading list shaped by recommendations from our…
The UHNW Institute Collaborates with Trusts & Estates for the 46th Annual Planning for Large Estates Program
For more than four decades, the Annual Planning for Large Estates Program has set the…
May Roundtable Replay: Geopolitics & Risk: Turning Headline Risk into UHNW Family Strategy
"How is this all going to end?" When observing the current global climate, that…
NEW RESOURCE — THE JOURNEY TO FAMILY ENTERPRISE SUCCESSION: 5 STEPS FROM INTENTION TO ACTION
Historically, founders viewed passing down the business as a straightforward event that could be managed…