Latest News
Featured News
Roundtable Replay | The AIM Framework: A New Model for Understanding and Explaining Best Practices in Advisory Services
This roundtable, led by Dr. Jim Grubman, Content Chair at the UHNW Institute, explored the AIM Framework™, a model developed by the Institute to guide advisors and families through the complexities of integrated family…
Read More
The UHNW Institute Winners: 2022 Family Wealth Report Awards
We’re honored and excited that many of our members (firms and individuals) and board members…
Wealth 3.0–A New Paradigm for Advice– Moves Clients from Fear to Engagement
Wealth 3.0, a new approach to providing advice to wealthy families, is spotlighted in a…
Barbara Hauser of Advisory Board Has New Book on Family Governance
Barbara Hauser, an Institute Advisory Board Member, serves as Editor in Chief of the International…
Amy Hart Clyne Wants to Help Women Find Their Voices and Create Legacies
Amy Hart Clyne has a new book full of advice for women titled Finding Her…
Daniel Trimarchi Named a Top Consultant In Family Business Field by Family Capital
Daniel Trimarchi, an Institute Faculty Member, has been named one of the top consultants in…
Does Your Firm Really Offer Integrated Family Wealth Services?
What is the value of "integration" in a family office, why does it matter, and…