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2025 Symposium Recap—The Firm of the Future: Living in the Real World – The Toolkit in Action
2025 Symposium Recap—The Firm of the Future: Living in the Real World – The Toolkit in Action Thank you to everyone who joined us in New York for the 2025 UHNW Institute Symposium. Over two…
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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…

COVID-19 AND DOMESTIC STAFF
Busy households and properties can be difficult to manage without a national crisis, but the…