Latest News
Featured News
Beneficiary Stories Initiative: Launching in 2026
Members of the Institute, As announced at The UHNW Institute 2025 Symposium, The UHNW Institute is launching the Beneficiary Stories Initiative in 2026 and we want your involvement. In partnership with Pitcairn Chief Knowledge and Learning Officer Amy…
Read More
Introducing The UHNW Institute’s New Community Forum
We are excited to announce that The UHNW Institute’s new Community Forum feature is now…
Institute Spotlight: Linda Bourn
As part of the Institute’s mission to provide educational content and opportunities for members to…
Canadian Family Offices Explains How the Ten Domains Model Can Help Family Offices Deliver
In ultra-high-net-worth families, the needs of family members and the family enterprise are often intertwined.…
Quarterly Newsletter: Volume 2, April 2023
In the second quarter 2023 newsletter, you will find a Letter from the Chairman of…
Virtual Roundtable Discussion – Handling Dementia and Incapacity in Wealth Advising
Thursday, May 18, 2023, from 5– 6:30 p.m. ET Join The UHNW Institute for our…
Institute Spotlight: Moira Somers
As part of The Institute’s mission to provide educational content and opportunities to engage with…