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A Letter from the Board of Directors
Dear UHNW Institute Members and Friends, It is with profound sadness that we share with you the news of Steve Prostano’s passing after health challenges he endured the last several years with quiet strength and…
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New Faculty Appointments at the UHNW Institute
The UHNW Institute is pleased to announce three new faculty appointments. Pat Armstrong has transitioned…
NEW ORIGINAL CONTENT — INVESTMENT MIGRATION AND THE ULTRA-HIGH-NET-WORTH FAMILY: OPTIONS, STRATEGY AND THE NEW DEMAND FOR OPTIONALITY
For most of its history, investment migration has been a strategy pursued by clients from…
The UHNW Institute Launches Marketplace Partnerships
The UHNW Institute is pleased to introduce a new offering, Marketplace Partners. The program welcomes…
Roundtable Replay: A Blueprint for Multi-Generational Success: Building a Coalition of the Willing
"Who will take over the business after you?" The question assumes succession is a baton…
The UHNW Institute APRIL 2026 MONTHLY THEME – The Two-Way Path of Wisdom: Redefining Talent Development Through Coaching & Mentorship
Dear UHNW Institute Members, Spring is in full swing at the Institute this month, and…
New Webinar: Global Perspectives, Shared Challenges
The UHNW Institute is expanding its global reach to support advisors serving ultra-high-net-worth families across…