Our mission for The UHNW Institute is to:
☑ Educate ultra-high-net-worth (UHNW) families and family offices as they navigate the wealth-management industry;
☑ Provide insights and become a resource to advisors and wealth-management firms as they strive to better serve these clients; and
☑ Support best practices, professional development and positive change in the wealth-management industry.
The needs of UHNW families and family offices are unique and dramatically different from the needs of affluent clients. Their lives are extremely complex, and their needs are broad. They require a holistic approach and objective advice to address their full balance sheets and a comprehensive set of services—financial and non-financial—as well as best–in-class products. Unfortunately, few commercial firms are fully delivering on these needs, and families are unable to discern the various value propositions presented to them.
The UNHW Institute will be a nonprofit organization founded in response to the overarching confusion, lack of transparency and unbiased education available in the marketplace.
The Founders and Advisory Board members comprise a group of industry veterans, senior operating executives and thought leaders, who have joined forces, together with the Family Wealth Report, to address these issues for the benefit of the industry and the clients they serve. They will be supported by an Editorial Board and a Faculty composed of some of the greatest experts in the wealth-management space, as well as Advisor Council members that include firms and individual advisors from the wealth management industry.
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