New Podcast Episode: The Expert Generalist: The Most Valuable Seat in the Family Office In the latest episode of the SFO Podcast, host Kristen Oliveri, senior family office advisor at the UHNW Institute, is joined by Linda Mack (Founder and President, Mack International and UHNWI board member), Rich Wolkowitz

UHNW Institute Launches SFO Circle: A Global Community for Single Family Office Professionals Offering unbiased content, peer forums, clinics, study groups, and an annual symposium for SFO professionals worldwide   Amid an ever-wider array of financial-technology and advisory choices, leaner teams, and escalating UHNW family expectations—and often operating in peer

New Podcast Episode: Power Maps In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Betsy Erickson (Head of Family and Individual Services, Arabella Advisors and UHNW Institute Social Impact & Philanthropy Domain Chair) and David Werdiger (Principal Consultant, Nathanson Pearson and UHNW Institute faculty member)

  Roundtable Replay | The AIM Framework: A New Model for Understanding and Explaining Best Practices in Advisory Services This roundtable, led by Dr. Jim Grubman, Content Chair at the UHNW Institute, explored the AIM Framework™, a model developed by the Institute to guide advisors and families through the complexities

The UHNW Institute’s Holiday Gift Guide The UHNW Institute is once again curating its annual Holiday Gift Guide, and we’d love your ideas and recommendations. Now in its second year, the guide brings together thoughtful ways to express appreciation, celebrate milestones, and strengthen connections with valued clients and staff. Each

Welcoming New Advisory Board Member: Tavan L. R. Pechet The UHNW Institute is pleased to welcome Tavan L. R. Pechet, Founder of Pechet Advisors, to our Advisory Board. Tavan brings extensive experience advising ultra-high-net-worth families on complex wealth management, governance, and philanthropy. His background as CEO of a multi-generational family