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Welcoming New Advisory Board Member: Tavan L. R. Pechet
The UHNW Institute is pleased to welcome Tavan L. R. Pechet, Founder of Pechet Advisors, to our Advisory Board. Tavan brings extensive experience advising ultra-high-net-worth families on complex wealth management, governance, and philanthropy. His background…
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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…
Bridging the Gap: How a Family Documentary Educates Rising Generations
Family stories matter. In fact, they are one of the most powerful learning tools for…
These are the 21 advisors, accountants, and lawyers to know if you’re thinking about starting your own family office
Congratulations to our UHNW Institute leaders Steve Prostano, Bill Woodson, Barbara Hauser, Tom Handler, Thom…