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Welcoming Austin V. Shapard to the Board of Directors at The UHNW Institute
We proudly announce that Austin V. Shapard, Senior Advisor to Fiduciary Trust Company, has joined our Board of Directors. Austin served as Fiduciary Trust's President, Chief Executive Officer and Chairman for 12 years, from 2014…
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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…
New in the Resource Library: The Death of the 1031 Exchange
The UHNW Institute has added a new white paper to the Resource Library, The Death…