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.”
 

UHNW Institute 2023 Calendar

The UHNW Institute’s 2023 editorial calendar is now available.

Gain a sneak peek into the dozens of events and pieces of exclusive content that will be available to members in 2023.

Download the Calendar

 

Latest News AND Insights

Institute Spotlight: Tom McCullough

As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from all over the U.S., the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all of the domain heads for each Domain of Family

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The UHNW Institute’s DEI Allyship Challenge

The UHNW Institute’s DEI Allyship Challenge Here at The UHNW Institute, we believe allyship is essential to highly functioning teams as well as attracting and retaining a diverse client and employee base. Acts of allyship generally fall into one of three categories: speaking up, extending opportunities, and challenging the status quo.

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Institute Spotlight: Natalie McVeigh

Institute Spotlight: Natalie McVeigh As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from all over the U.S., the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all of the domain heads for

Read More »

Welcome to The Institute: Allison Taff Migel from SEMCAP

Welcome to The Institute: Allison Taff Migel from SEMCAP The UHNW Institute welcomes Allison Taff Migel as the newest member of the advisory board of The UHNW Institute! Allison is the managing director of investor relations at Seminal Capital Holdings, LLC (SEMCAP) and a seasoned wealth advisor and marketing and

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2023 EVENT CALENDAR

March 8, 2023
Practice Management Clinic
Sales and Marketing
5:00-6:30 pm ET
March 16, 2023
Masterclass
The Art of Facilitation
5:00-6:30 pm ET
April 2, 2023
Practive Management Clinic
Business Management
5:00-6:30 pm ET