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The UHNW Institute’s 2025 Symposium | Meet the Speakers
The 5th Annual UHNW Institute Symposium, The Firm of the Future: Living in the Real World – The Toolkit in Action, will be held November 17–18, 2025, in New York City. This year's event will bring…
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Editor’s Corner: A Defining Moment
New: The Editor’s Corner column will start appearing regularly here on the Institute web site.…

UHNW Institute Maps Family Wealth Territory
The UHNW Institute has been working on a methodology spelling out what advisors should know…

The UHNW Institute Releases Framework for Services to Ultra-Wealthy
NEW YORK, May 4, 2020 -- The UHNW Institute, a leading non-profit think tank, today…

The Essential Roadmap: Navigating Family Enterprise Sustainability in a Changing World
Dr. Fredda Herz Brown’s latest book, The Essential Roadmap: Navigating Family Enterprise Sustainability in a…

Borrowed From Your Grandchildren: The Evolution of 100-Year Family Enterprises
Borrowed from your Grandchildren is a look at how large, long-lasting business families succeed across…

Demystifying Risk Management For Family Offices
With 20% of family offices having been a target of a cyberattack, security and privacy…