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2026 Practice Management Clinics | Building Capability. Sharing Insight. Advancing the Practice.
As the UHNW landscape continues to evolve, so too do the operational, strategic, and organizational demands placed on firms and family offices. Ongoing dialogue with members—through conversations, surveys, and program feedback—reinforces a continued desire for…
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Institute Spotlight: Natalie McVeigh
As part of the Institute’s mission to provide educational content and opportunities to engage with…
Welcome to The Institute: Allison Taff Migel from SEMCAP
The UHNW Institute welcomes Allison Taff Migel as the newest member of the advisory board…
The UHNW Institute on The Family Business Podcast: Reimagining Transitions
Successfully passing the reigns of a family business to its next leader can be an…
Introducing The Institute’s New Domain Chairs: Betsy Erickson, Natalie McVeigh and Moira Somers
We are pleased to welcome three new domain chairs to The UHNW Institute: Betsy Erickson,…
Institute Spotlight: Betsy Erickson
As part of the Institute’s mission to provide educational content and opportunities to engage with…
New Event Series: THE UHNW INSTITUTE MASTERCLASS
New Event Series: THE UHNW INSTITUTE MASTERCLASS The Masterclass Series is a quarterly learning opportunity…