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New Faculty Appointments at the UHNW Institute
The UHNW Institute is pleased to announce four new faculty appointments. Edward Marshall has been named Chair of the Risk Management Domain Allison Lawshe joins as a Faculty Member in the Philanthropy Domain Paulina Mejia…
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The UHNW Institute’s 2026 Summer Reading List Is Now Available
Each summer, The UHNW Institute shares a curated reading list shaped by recommendations from our…
The UHNW Institute Collaborates with Trusts & Estates for the 46th Annual Planning for Large Estates Program
For more than four decades, the Annual Planning for Large Estates Program has set the…
May Roundtable Replay: Geopolitics & Risk: Turning Headline Risk into UHNW Family Strategy
"How is this all going to end?" When observing the current global climate, that…
NEW RESOURCE — THE JOURNEY TO FAMILY ENTERPRISE SUCCESSION: 5 STEPS FROM INTENTION TO ACTION
Historically, founders viewed passing down the business as a straightforward event that could be managed…
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…
Welcoming New UHNW Institute Team Member: Sarah Camargo
The UHNW Institute is pleased to welcome Sarah Camargo to the team as Administrative &…