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.”
 

Save the Date

The UNHW Institute

2024 Symposium

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

New Podcast Episode: Leadership and Transition Planning

New Podcast Episode: Leadership and Transition Planning In our latest episode of The UHNW Institute Podcast, host Russ Haworth interviews Amy Renkert-Thomas, chair of the Leadership and Transition Planning domain at the UHNW Institute and Founder of Renkert Thomas Consulting. Russ and Amy talk about the vital role of leadership and transition

Read More »

Wealth 3.0 Lawyering – How to be an Integrated Attorney

Wealth 3.0 Lawyering – How to be an Integrated Attorney Session Description: Join The UHNW Institute on Thursday, July 18 at 4pm ET for our next Roundtable, now open to non-member industry attorneys and other professionals at a small fee. Register Now!   This Roundtable will address how, despite some

Read More »

Practice Management: Sales and Marketing Building Block – Finding New Clients, Pipelines & Pipeline Management, and Prospect Conversion

Practice Management: Sales and Marketing Building Block – Finding New Clients, Pipelines & Pipeline Management, and Prospect Conversion This third article of “The Clinic”, a five-part series aligning with thought leadership and lessons learned from our bi-monthly Practice Management Clinics, concentrates on the May 8th Sales and Marketing PMC, featuring Brian

Read More »

Welcome to The UHNW Institute Advisory Board, Bill Wyman

Welcome to The UHNW Institute Advisory Board, Bill Wyman Please join us in welcoming William (Bill) Wyman to The UHNW Institute’s advisory board! As President of Family Office Services at Summitas, LLC, Bill brings nearly 40 years of experience with family offices and investment advisors. His impressive career includes leadership

Read More »

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