Latest News
Featured News
June Practice Management Clinic Report Now Available
How will prospective clients find and evaluate advisory firms in an AI-driven world? That question was at the center of the UHNW Institute's June 2026 Practice Management Clinic, From SEO to AEO: How AI Is…
Read More
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…
From the Family Firm Institute: How Wealthy Multigenerational Families Can Instill a Culture of Stewardship (Part 1 and Part 2)
The UHNW Institute is pleased to share articles from the Family Firm Institute: How Wealthy Multigenerational…
Family Wealth Report – Ninth Family Office Fintech Summit – October 10, 2024
The UHNW Institute is excited to partner with Family Wealth Report to extend a special…
Welcoming Kate Norris to Our Faculty at The UHNW Institute
We proudly announce that Kate Norris, the Founder and CEO of Atténuer Risk, has joined…
September Roundtable: The Evolving Family Enterprise
September Roundtable: The Evolving Family Enterprise This month, we invite you to join the Institute’s…