Publications
Publications
Latest Articles
The Philanthropy-Minded Advisor: A Bridge to the Next Generation
Philanthropy can help advisors retain assets across generations. Learn how engaging Gen Z and millennials builds trust and long-term ...
The Legacy of Values
An ethical will preserves values, stories, and wisdom beyond wealth. Discover why documenting your legacy matters more than ever.
The Power of Pre-Experience
Simulation modeling helps wealthy families plan with clarity. Learn how pre-experiencing outcomes can reduce anxiety and improve wealth ...
TCJA 2.0 Implications for 2025 Gifting
With TCJA exemptions potentially changing after 2025, advisors must help clients assess when gifting now makes sense—and avoid fear-driven ...
The Great Wealth Transfer: Preemptive Measures
A historic wealth transfer is underway. Learn how advisors can engage next-generation and female inheritors to retain assets and deepen ...
The Evolution of Advice
The future of wealth management is generational. Explore how advisors can evolve beyond investments to steward legacy, purpose, and family ...
A Cautionary Tale
Serving UHNW families offers opportunity—but also extreme complexity. Learn why alignment, resources, and economics define success at the ...
Investment Committees: Determining Fit and Creating a Custom Family Framework
Ignoring investment governance can lead to conflict and poor outcomes. Learn how investment committees bring clarity, discipline, and ...
Organizing a Family’s Investment Governance System
Family governance helps wealthy families make better investment decisions. Learn how clear processes can reduce conflict and preserve ...
Domain Expertise: For Those Who Seek to Serve Wealth
Serving UHNW families requires far more than investment expertise. Learn how the UHNW Institute is redefining advisor capabilities and ...
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