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Why I Joined: A New Member Series | Today’s Spotlight: Luke Jernagan
The UHNW Institute launches a new member series featuring conversations about why professionals choose to join and what they've gained from membership. This month, we spotlight Luke Jernagan, managing director of family learning at…
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Growing from Analyst to Partner: Investing in the Human Capital Within Your Organization
Cultivating the Non-Specialist Skills that Underly Excellence Featuring Kristin Keffeler, MSM, MAPP March 10, 2026…
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…
The UHNW Institute February 2026 Monthly Theme – Passing the Baton With Purpose: Navigating Leadership and Generational Transitions in Firms and Families
Dear UHNW Institute Members, Transition isn’t a moment; it’s a practice. This month, the UHNW…
Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era
Traditional security defenses are no longer sufficient to protect family offices from the rapid advancement…
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,…
2026 Practice Management Clinics | Building Capability. Sharing Insight. Advancing the Practice.
As the UHNW landscape continues to evolve, so too do the operational, strategic, and organizational…