Latest News
Featured News
NEW THOUGHT LEADERSHIP — THE MOST COMMON QUESTION WEALTHY FAMILIES ASK
Tom McCullough, Managing Director of Thought Leadership and Strategy at the UHNW Institute, addresses the question that surfaces more consistently than any other in work with wealthy families: How do we prepare the rising generation…
Read More
Collegium X: Human Capital: Competing Forces: The Challenge of Delivering Integrated Advice in the Era of AI
Join us for our Virtual Collegium X: Human Capital: Competing Forces: The Challenge of Delivering…
New White Paper Available in the Resource Library: An Introduction to The UHNW Institute
The UHNW Institute has released a new white paper that provides a foundational overview of…
Family Wealth Report Family Office Fintech and Family Office Investment Forums 2026
The UHNW Institute is pleased to announce two Family Wealth Report forums taking place in…
The UHNW Institute MARCH 2026 MONTHLY THEME – The Architects of Tomorrow: Succession and the Coalition Mindset
Dear UHNW Institute Members, For generations, succession in family businesses and advisory firms has been…
New White Paper—A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part Two
When a family enterprise grows to include 20 or 30 family members who all want…
The New UHNW Institute Website Is Now Live!
The new UHNW Institute website is redesigned and built around a simple goal: make it…