Insightful Education.
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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 2025 second quarter newsletter includes a Letter from the Chairman of the Board, the launch of the Wealthesaurus™ and our SFO Offering, a recap of recent programming and monthly themes, and more. Click here to download. If you have any questions about this quarter’s newsletter or are interested
The UHNW Institute is pleased to feature our quarterly conversation highlights with Bill Wyman, President of Family Office Services at Summitas, LLC and Advisory Board Member at the Institute. Bill shares his thoughts on current and future trends, the obstacles and changes he sees within the industry and more.
Family Wealth Report takes readers inside the UHNW Institute’s two-year effort to build the Wealthesaurus™, a glossary of nearly 100 common and specialized family wealth advising industry terms. With objective, citation-backed definitions, the Wealthesaurus™ gives advisors a shared language, making it easier to benchmark quality, compare service models, and set
In the debut episode of our new Single Family Office Podcast, host Kristen Oliveri, senior family office advisor at UHNWI, is joined by Natasha Pearl, CEO and founder of Aston Pearl and UHNWI faculty member and Bill Wyman, president of Family Office Services at Summitas, LLC and UHNWI Advisory
July Roundtable: Trust-Owned Enterprises: What Every Advisor Should Know Thursday, July 24 from 4-5:30 PM ET For many UHNW families, trust structures are not separate from the enterprise; they are the enterprise. From active operating companies to investment partnerships and holding vehicles, these entities are frequently held in trust. Yet
April Rudin, CEO of the Rudin Group, and Nick Rice, Director at Brunswick Group, have co-authored Wealth Management with a Difference, set for global release by Wiley in October 2025. This book dives deep into generational change in the global wealth management industry, offering actionable insights and strategies for financial
