Latest News
Featured News
The UHNW Institute Is Launching the Beneficiary Stories Initiative (BSI)
At the UHNW Institute, we believe the most transformative insights in wealth management don’t live in spreadsheets—they live in stories. One story we rarely hear, yet absolutely need, is the beneficiary experience: what it feels like to…
Read More
The UHNW Institute’s Integrated Family Wealth Management Initiative
The UHNW Institute’s Integrated Family Wealth Management Initiative The UHNW Institute (“The Institute”), a non-profit…
Masterclass: Conflict Transformation | Empowering Tools for Positive Change (Part 1)
Conflict Transformation: Empowering Tools for Positive Change (Part 1) Our next Masterclass will be on…
Introducing the New Resource Library
The UHNW Institute Resource Library has been upgraded! The improved Resource Library is still…
UHNW Institute May Theme: Investment
When we think about Investment, we naturally go to the assets families hold long-term. But…
Highlighted 2024 Family Wealth Report Award Winners
The Institute is thrilled to extend its heartfelt congratulations and sincere gratitude to a few…
Jim Grubman Presented with a Lifetime Achievement Award at the 2024 Family Wealth Report Awards
We are thrilled to share that Jim Grubman, Board of Directors Member and Chair of…