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Access the Tools Behind the 2025 Symposium
Members of the UHNW Institute have exclusive access to the Resource Library, a growing collection of tools and educational resources built to support real-world advisory work. Many new resources were introduced during the 2025 Symposium, The Firm…
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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…
Highlights from the Inaugural UHNW Institute Conference
Some of the most pressing issues that face family offices, their members, and the advisors…
An inside look at our upcoming conference in partnership with Family Wealth Report
Scheduled for the mornings of June 8th and 9th, attendees to the upcoming UHNW Institute…