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New Featured Resource by UHNW Institute Leadership — Estate Planning for Modern Families
The fourth edition of The Tools and Techniques of Estate Planning for Modern Families has been released, providing updated guidance on the legal and tax issues specific to today’s family structures. Co-authored by Stephan R. Leimberg (CEO…
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Key Insights from Dentons Family Office Direct Investing Survey Report
We are pleased to share that Dentons, the world’s largest law firm, has published its…
Institute Spotlight: Stacy Allred
As part of the Institute’s mission to provide educational content and opportunities to engage with…
Virtual Roundtable Discussion – The Family Business in Transition: Rethink, Rebalance, Reinvent
Virtual Roundtable Discussion – The Family Business in Transition: Rethink, Rebalance, Reinvent Thursday, January 19,…
Roundtable Replay: Is There a Remedy for Truth Decay? Understanding the Global, Multigenerational Communication Breakdown
Fake Twitter accounts, weaponized content, manipulated videos and new sources of trusted information have jolted…
Jamie McLaughlin on The Capital Club Podcast: The Changing Landscape of Global Wealth
We are pleased to share that Jamie McLaughlin, CEO of J.H. McLaughlin & Co. and…
New in 2023: The UHNW Institute’s Practice Management Clinics
The UHNW Institute’s Practice Management Clinics Through research, surveys and member feedback, The UHNW Institute…