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NEW RESOURCE: THE CATALYSTS FRAMEWORKâ˘: UNDERSTANDING WHAT DRIVES CHANGE IN ULTRA-HIGH-NET-WORTH FAMILIES
A business sale, health event, family transition or change in advisors can affect many aspects of an ultra-high-net-worth family's financial and personal life. The UHNW Institute's new resource, The Catalysts Frameworkâ˘: Understanding What Drives Change…
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Why I Joined: A New Member Series | Today’s Spotlight: Luke Jernagan
The UHNW Institute launches a new member series featuring conversations about why professionals choose…
New Resource | Introducing the SFO Circle: A Dedicated Membership for Single-Family Office Leaders
Single-family office executives navigate an exceptionally broad range of responsibilities, from investment oversight and risk…
New Member Benefit: Access More of the Thought Leadership You Value Through a Discounted Subscription to Trusts & Estates
Industry thought leaders and UHNW Institute Board of Directors members Jim Grubman and Dennis Jaffe…
Women Leading the Next Chapter of Wealth: Highlights from the 2026 UHNW Institute Women’s Leadership Summit
The UHNW Institute's latest report captures the key insights and conversations from the 2026 Women's…
NEW THOUGHT LEADERSHIP – THE PERSON IN THE PLAN: WHAT FAMILY ENTERPRISE ADVISORS NEED TO KNOW ABOUT THE INDIVIDUAL LAYER
Family enterprise advisors are often well equipped to handle the structural side of a transition,…
Masterclass Replay: The Awakening of Family Governance
The UHNW Institute's July Masterclass, "The Awakening of Family Governance: Evolution of Family Enterprise After…