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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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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…
Welcome New Advisory Board Member, Thomas Carroll
We are excited to welcome Thomas Carroll to The UHNW Institute Advisory Board. As CEO…