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New White Paper—A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part One
For decades, family enterprise succession was framed as a simple ‘passing of the baton’ from one leader to the next. But today’s multi-generational families are more complex, with broader ownership, evolving leadership expectations and greater…
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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…

THE UHNW INSTITUTE MASTERCLASS: The Art of Facilitation
Thursday, March 16, 2023, from 5– 6:30 p.m. ET Families of wealth, like all families,…