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NEW ORIGINAL CONTENT — INVESTMENT MIGRATION AND THE ULTRA-HIGH-NET-WORTH FAMILY: OPTIONS, STRATEGY AND THE NEW DEMAND FOR OPTIONALITY
For most of its history, investment migration has been a strategy pursued by clients from emerging markets: families seeking stronger passports, better travel access and a degree of security that citizens of more established nations…
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New White Paper—A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part One
For decades, family enterprise succession was framed as a simple ‘passing of the baton’ from…
The UHNW Institute February 2026 Monthly Theme – Passing the Baton With Purpose: Navigating Leadership and Generational Transitions in Firms and Families
Dear UHNW Institute Members, Transition isn’t a moment; it’s a practice. This month, the UHNW…
Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era
Traditional security defenses are no longer sufficient to protect family offices from the rapid advancement…
New Featured Resource by UHNW Institute Leadership — Estate Planning for Modern Families
The fourth edition of The Tools and Techniques of Estate Planning for Modern Families has been released,…
2026 Practice Management Clinics | Building Capability. Sharing Insight. Advancing the Practice.
As the UHNW landscape continues to evolve, so too do the operational, strategic, and organizational…
The UHNW Institute’s Q1 2026 Newsletter
The Q1 newsletter reflects on the strong foundation built in 2025 and shares what the…