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The UHNW Institute’s 2026 Program & Contnet calendar is now available.
Download the 2026 UHNW Program and Content Calendar and join the Institute for a year of content aligned with the Ten Domains of Family Wealth.
New Podcast Episode: Building an Integrated Family Office: Thought Leadership, Succession and What’s Ahead at the UHNW Institute In this episode of The UHNW Institute Podcast, host Joe Reilly sits down with Tom McCullough, the UHNW Institute’s new Managing Director of Thought Leadership and Strategy, for a wide-ranging conversation about
Save the Date: UHNW Institute Regional Gathering in Washington, D.C. | May 20 The UHNW Institute and Educational Partner, DonorsTrust, invite members in the D.C. area to join us on May 20 for a regional gathering in Washington, D.C. The evening will open with an interactive discussion on Donor-Advised Funds
Growing from Analyst to Partner: Investing in the Human Capital Within Your Organization Cultivating the Non-Specialist Skills that Underly Excellence Featuring Kristin Keffeler, MSM, MAPP March 10, 2026 | 3:30pm ET | 75 minutes The wealth management field now recognizes non-technical advisory skills—competencies in facilitation, interdisciplinary collaboration, practice management—as essential
NEW WHITE PAPER—A BLUEPRINT FOR MULTI-GENERATIONAL SUCCESS: BUILDING A COALITION OF THE WILLING | PART ONE For decades, family enterprise succession was framed as a simple ‘passing of the baton’ from one leader to the next. But today’s multi-generational families are more complex, with broader ownership, evolving leadership expectations and
March Roundtable – A Blueprint for Multi-Generational Success: Building a Coalition of the Willing “Who will take over the business after you?” This question – so familiar, so often asked of family business owner-managers by advisors, bankers, friends and family – is built on an assumption: succession planning is a baton
The UHNW Institute FEBRUARY 2026 MONTHLY THEME – Passing the Baton with Purpose: Navigating Leadership and Generational Transitions in Firms and Families Dear UHNW Institute Members, Transition isn’t a moment; it’s a practice. This month, the UHNW Institute theme is Passing the Baton: Navigating Leadership and Generational Transitions in Firms
