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The UHNW Institute February 2026 Monthly Theme – Passing the Baton With Purpose: Navigating Leadership and Generational Transitions in Firms and Families
Dear UHNW Institute Members, Transition isn’t a moment; it’s a practice. This month, the UHNW Institute theme is Passing the Baton: Navigating Leadership and Generational Transitions in Firms and Families. In our monthly content and programming,…
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Key Insights from Botoff Consulting’s 2022 Estate and Household Staff Compensation Report
In our continued effort to provide advisors with valuable insights to better serve ultra-high-net-worth families,…
Disaster Philanthropy: How You Can Help
As many know, Turkey and Syria were just hit by another earthquake following the quake…
Welcome to the Institute: Richard Orlando from Legacy Capitals
We are pleased to welcome Richard Orlando, Ph.D., as the newest faculty member of The…
The UHNW Institute Leadership Featured in Trust & Estates Magazine: Wealth 3.0 in Practice
Historically, wealth advising focused on only managing and preserving the family’s money during the long…
Institute Spotlight: Kim Kamin
As part of the Institute’s mission to provide educational content and opportunities to engage with…
Welcome to the Institute: Pat Soldano and John Marino from the Policy & Taxation Group
Welcome to the Institute: Pat Soldano and John Marino from the Policy & Taxation Group…