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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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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…
Quarterly Newsletter: Volume 6, May 2024
In the second quarterly newsletter of the year, you will find a Letter from the…
Q2 Featured Advisory Board Member Q&A
Q&A with Laurent M. Roux The UHNW Institute is pleased to feature our quarterly conversation…
CELEBRATING EXCELLENCE IN WEALTH MANAGEMENT: FAMILY WEALTH REPORT AWARDS 2024 RECOGNIZES MEMBERS OF THE UHNW INSTITUTE
Last night, members of The UHNW Institute’s Community were among the nominees and winners of…
Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder Steve Prostano, in New Policy and Taxation Group Podcast
With Host Pat Soldano, Conversation Delves into ‘Holistic Approach’ and the ‘10 Domains of Family…