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.”
 

The UNHW Institute

2024 Symposium

The Future of Family Wealth Advising: Positioning Your Firm for Success

Nov 13-14, 2024

UBS
11 Madison Ave. New York, NY

New Enterprise
Membership Benefits

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.

Learn More

UHNW Institute 2024 Calendar

The UHNW Institute’s 2024 Program calendar is now available.

Download the 2024 UHNW Program Calendar and join the Institute for a year of content aligned with the Ten Domains of Family Wealth.

Download the Calendar

Latest News AND Insights

Groundbreaking Industry Glossary Featured in Family Wealth Report

Groundbreaking Industry Glossary Featured in Family Wealth Report The UHNW Institute’s Wealthesaurus™ was unveiled at our Symposium in New York and featured prominently in a Family Wealth Report article. This first-of-its-kind glossary defines over 70 terms in family wealth advising, providing clarity and consistency for advisors and clients. The Wealthesaurus™ is still in development

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Practical Guidance for Attorneys in the Wealth 3.0 Paradigm

Practical Guidance for Attorneys in the Wealth 3.0 Paradigm This newly available article from UHNW Institute members Kim Kamin (Domain Chair, Estate Planning & Legal Issues Domain) and Jim Grubman (Chair of the Content and Curriculum Committee) offers practical advice for attorneys adopting a Wealth 3.0 approach to serving families

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New Podcast Episode: Health and Wellness with Anna Nichols

New Podcast Episode: Health and Wellness with Anna Nichols In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Anna Nichols, Managing Director and Head of Client Education at Altair Advisors and Chair of the Health and Wellness Domain at the Institute. Together, they explore the vital

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2023 EVENT CALENDAR

June 28, 2023
The UHNW Institute June Masterclass
5:00-6:30 pm ET
July 12, 2023
Service Practice Management Clinic
4:00-5:30 pm ET
July 20, 2023
Roundtable
Guiding from the Grave
4:00-5:30 pm ET
Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry