New Article Available in Resource Library: A Cautionary Tale: The Challenges of Serving the UHNW and Centimillionaire Client Segments Serving ultra-wealthy families may sound like the pinnacle of advisory work but it’s often the most misunderstood. Jamie McLaughlin, CEO at J. H. McLaughlin & Co. and Board of Directors Member

New Podcast Episode: The Complexities of Elder Care within UHNW Families In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Teresa Leigh, faculty and advisory board of the Institute, as well as owner and founder of Teresa Leigh Home + Family Office. In the episode,

  Congratulations to the 2025 Family Wealth Report Award Winners! We are proud to share that The UHNW Institute and many of our members were recognized at the 2025 Family Wealth Report Awards, a prestigious celebration of excellence in the family wealth advisory space. The UHNW Institute Wins Outstanding Nonprofit

The UHNWI Institute MAY 2025 MONTHLY THEME – WEALTH + WELLNESS: NAVIGATING HEALTH & WELL-BEING IN THE LIVES OF UHNW FAMILIES Dear UHNW Institute Members, We are grateful to those in attendance of the UHNW Institute’s inaugural Women’s Summit: Preparing the UHNW Industry for the Female Decision-Maker and the Wealth Shift

New Article Available in the Resource Library: Domain Expertise for Those Who Seek to Serve Wealth: A Conversation with Wally Head and Dennis Jaffe What does it take to advise a family with wealth that spans generations and branches? In a new article, Wally Head (Founder & Principal, Personal Fiduciary

Protecting What Matters Most: Navigating Risks for Family Offices Join the UHNW Institute, in partnership with Trove and Presage Global, to discuss strengthening family office risk preparedness, followed by a networking mixer for UHNW Institute members and prospects. Details Protecting What Matters Most: Navigating Risks for Family Offices, presented by