Latest News
Featured News
New White Paper—A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part One
For decades, family enterprise succession was framed as a simple ‘passing of the baton’ from one leader to the next. But today’s multi-generational families are more complex, with broader ownership, evolving leadership expectations and greater…
Read More
How to Win Cutthroat Competition For Talent
Family Wealth Report’s recent article, How to Win Cutthroat Competition for Talent, looks at what…
Family Meetings: Institute Professionals Offer Advice on How to Get Things Right
Successful families tend to have successful family meetings, according to an article in Barron's Advisor…
The UHNW Institute Winners: 2022 Family Wealth Report Awards
We’re honored and excited that many of our members (firms and individuals) and board members…
Wealth 3.0–A New Paradigm for Advice– Moves Clients from Fear to Engagement
Wealth 3.0, a new approach to providing advice to wealthy families, is spotlighted in a…
Barbara Hauser of Advisory Board Has New Book on Family Governance
Barbara Hauser, an Institute Advisory Board Member, serves as Editor in Chief of the International…
Amy Hart Clyne Wants to Help Women Find Their Voices and Create Legacies
Amy Hart Clyne has a new book full of advice for women titled Finding Her…