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New Featured Resource by UHNW Institute Leadership — Estate Planning for Modern Families
The fourth edition of The Tools and Techniques of Estate Planning for Modern Families has been released, providing updated guidance on the legal and tax issues specific to today’s family structures. Co-authored by Stephan R. Leimberg (CEO…
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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…
Editor’s Corner: A Defining Moment
New: The Editor’s Corner column will start appearing regularly here on the Institute web site.…