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.

WELCOMING NEW ADVISORY BOARD MEMBER: DR. TANIA NEILD The UHNW Institute is pleased to welcome Dr. Tania Neild, Founder and CTO of InfoGrate, to our Advisory Board. Tania brings more than twenty-five years of experience guiding asset management, wealth management, and financial sector firms through critical technology decisions. At InfoGrate,

New Podcast Episode: Philanthropic Advising Competency Model In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Tony Macklin (Daylight Advisors) and Marguerite Griffin (Northern Trust) for a conversation about the Philanthropic Advising Competency Model developed by Daylight. Together they look at how philanthropic advising has

The UHNW Institute DECEMBER 2025 MONTHLY THEME – That’s A Wrap! Happy Holidays! We are grateful to our members, our educational partners, our advisors, and our board who helped make the Institute’s annual Symposium: The Firm of the Future: Living in the Real World – The Toolkit in Action, a

Now Available: Our Holiday Gift Guide The 2025 UHNW Institute’s Holiday Gift Guide, a curated collection of meaningful, conversation-starting gifts for colleagues and clients is here, each aligned with the UHNW Institute’s signature Ten Domains of Family Wealth framework and our key initiatives. Gifts are categorized both by domain and

UHNW Institute members, there is a new way to use The Assessment-Implementation-Monitoring (AIM) Framework™! The Assessment, Implementation, and Monitoring Framework™ (AIM Framework™) is a groundbreaking new tool that supports the UHNW Institute’s mission of helping UHNW clients, advisors, and firms work more effectively – together.  Members now have exclusive access