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
Meet the Experts: Susan Winer, Strategic Philanthropy, Ltd.
Dennis Jaffe, PhD interviews Susan Winer, the domain champion for Social Impact and Philanthropy. The…
Meet the Experts: Tom McCullough, Integrated Financial Management
Dennis Jaffe, PhD interviews Tom McCullough, The UHNW Institute champion overseeing the Integrated Financial Management…
Two Family Pillars
Thanks to Dennis Jaffe and Jim Grubman for sharing this article that addresses how complex…
Meet the Experts: Arden O’Connor, Health and Wellness
Dennis Jaffe, PhD interviews Arden O’Connor, the domain champion overseeing Health and Wellness, on issues…
Editor’s Corner: A Leap Forward
Bob Casey, Editor in Chief, shares insights on the exciting announcement that Columbia University's School…
The 10 Domains of Family Wealth Supplement
In this white paper, the Institute provides a detailed look at the 10 Domains of…