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Featuring even more opportunities for connection, collaboration and education!
The Institute is pleased to announce our recently updated membership tiers with enhanced offerings and more opportunities to access resources and participate in member events.
The UHNW Institute’s 2025 Program calendar is now available.
Download the 2025 UHNW Program Calendar and join the Institute for a year of content aligned with the Ten Domains of Family Wealth.
The UHNW Institute FEBRUARY 2025 MONTHLY THEME- Integrated Wealth Dear UHNW Institute Members, For those who joined us for the Fall Symposium, The Future of Family Wealth Advising: Positioning Your Firm for Success and for those unable to attend, we want to share the lessons learned at the event that focused on
How to Grow and Develop Integrated Advisors – Practice Management Clinic The Institute invites operating executives and practice leaders to attend our first Practice Management Clinic of 2025 – How to Grow and Develop Integrated Advisors. Occurring on February 12, at 4:00 pm ET, this session will focus on the Human Capital pillar of the Building Blocks
Welcoming New Advisory Board Member: Paige Goepfert The UHNW Institute is pleased to welcome Managing Director, Private Client Services at Andersen, Paige Goepfert to our Advisory Board. Paige brings extensive experience working with ultra-high-net-worth families, family offices and executives on tax planning and wealth transfer strategies. Her work in structuring
Welcome New Faculty and Advisory Board Members The UHNW Institute is pleased to welcome several distinguished professionals to our Faculty and Advisory Board. Their expertise and experience will help guide the Institute’s efforts and strengthen our commitment to serving the UHNW community. We look forward to the perspectives and guidance
Exploring the Ten Domains of Family Wealth: Join the 2025 MFO Study Group The MFO Study Group, is led by Laurent Roux, and will focus on the practical application of the Ten Domains of Family Wealth as they relate to the work we do in the multi-family office space. Specifically highlighting high-interest topics to promote
2025 Member Orientations: Maximizing Your UHNW Institute Membership The UHNW Institute is excited to introduce live orientations every other month in 2025, offering members valuable opportunities to unlock the full potential of their membership and stay connected with our initiatives. These sessions are open to Leaders Council Members, Advisory Board,
