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The UHNW Institute MARCH 2026 MONTHLY THEME – The Architects of Tomorrow: Succession and the Coalition Mindset
Dear UHNW Institute Members, For generations, succession in family businesses and advisory firms has been framed as a simple baton pass: identify the successor, transfer leadership and move forward. But the enterprises serving and created…
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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,…
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…