The UHNW Institute’s December Monthly Theme: Leading with Legacy

Happy Holidays!

Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. For December, we explore the theme of Leading with Legacy, with an assortment of resources to help you deepen your knowledge and understanding of this compelling topic.

Reflecting on last month, we hope you enjoyed The UHNW Institute’s 3rd Annual Symposium in New York City. In addition to excellent content and thought leadership on Integrated Wealth Management, we had an opportunity to connect with peers, make new friends, and meet member colleagues. For those unable to attend, we invite you to view the soon-to-be-available session recordings within the Resource Library.

Now, as we prepare for the holidays, we encourage you to give quality time and space to your own family and friends and join us for a virtual roundtable on Thursday, December 7, from 4:00 – 5:30 p.m. ET, as we explore Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family. By attending, you will discover ways firms are connecting family stories to purpose and extending legacy beyond the wealth creator to capture future generations. We also recommend joining our upcoming Practice Management Clinic on Technology on Wednesday, December 13.

In support of December’s theme, we encourage you to explore our Resource Library for related topics on legacy, including a selection of books, articles, podcasts and our new Resource Toolkit — a monthly theme-based selection of tools that align with our featured content, highlighted below.

Please enjoy the following tools and resources for members to explore this month to help deepen their knowledge and understanding of this compelling topic.


In this episode, Tom McCullough discusses how to craft your legacy with Thayer Willis. Thayer emphasizes the importance of identifying and clarifying your values, exemplifying them in your priorities and effectively communicating these crucial topics with your heirs.

In this episode, Keith Whitaker interviews Don Opatrny and Keith Michaelson on Using the Ikigai Model for a Legacy of Meaningful Engagement. They explore finding purpose through the Ikigai Diagram, discussing how directing family resources to Ikigai exploration can foster character, competence and contribution in life.

Authors Amy Hart Clyne and Dennis T. Jaffe share universal and profound stories from a unique group of women navigating triumphs, tribulations, fortunes, and legacies. Finding Her Voice & Creating a Legacy provides key insights for current and future female leaders in family enterprises, covering marriage, motherhood, family roles, wealth, business perspectives and the role of advisors in family legacy.

Crafting a family documentary encourages value-sharing and collaboration while immortalizing the stories of aging members strengthens family bonds across generations. This article outlines the benefits and provides easy steps to initiate the preservation of family histories.

This article explores how legacy planning is essential for philanthropic individuals. Discover how advisors should proactively develop a charitable legacy plan with clients to honor their wishes after death.

This report, part of the 2019 KPMG/STEP Project global study, explores the legacy of successful family enterprises. It highlights the importance of family legacy in maintaining generational alignment and emphasizes the need for continuous updates with each new generation.

At the 2022 UHNW Institute Symposium, filmmaker Dr. Rick Stevenson highlighted the importance of emotional intelligence in personal storytelling, sharing key ingredients for effective communication among advisors, family members and teams.


If you have any questions about this month’s theme or are interested in joining The UHNW Institute, please do not hesitate to contact us.