Insightful Education.

Actionable Ideas.

Meaningful Collaboration.

As a nonprofit think tank and learning exchange, The UHNW Institute is elevating the wealth management industry to a new standard so that families and their advisors can foster prosperous and meaningful relationships from one generation to the next.

THE UHNW INSTITUTE IS COMMITTED TO OUR PRINCIPLES:

  • Empowering ultra-high-net-worth families and family offices with a comprehensive understanding of the wealth management industry so that they can make the best possible choices to meet family needs across generations.
  • Educating advisors and wealth management firms by providing insights and resources to advance how they serve ultra-high-net-worth clients.
  • Fostering sustainable positive change in the wealth management industry by promoting the latest thinking and best practices to serve clients and groom next-generation advisors.
  • Operating as an independent, objective organization that avoids conflicts of interest and any appearance of “pay to play.”
 

Latest News AND Insights

Member Feedback: 2022 Survey Key Findings

Member Feedback: 2022 Survey Key Findings To help The UHNW Institute better serve you, we recently asked members to complete the 2022 UHNW Institute Survey, which aimed to gather member information and feedback, gauge availability and understand the desired level of involvement. We revealed the anonymous, aggregated data on November

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Family Wealth Report Announces The UHNW Institute 2022 Symposium

Family Wealth Report Announces The UHNW Institute 2022 Symposium We are excited to share that Family Wealth Report has published an announcement for The UHNW Institute’s 2022 Symposium, A Roadmap to 2030 – Serving the 100-Year Multigenerational Family, which will take place on Wednesday, November 2, both virtually and in-person

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2022 EVENT CALENDAR

Dec 8
5:00-6:30 pm ET
Roundtable