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.”
 

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 2025 Calendar

The UHNW Institute’s 2025 Program calendar is now available.

Download the 2025 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 Coverage Highlights the Wealthesaurus™ as a Cross-Disciplinary Resource

New Coverage Highlights the Wealthesaurus™ as a Cross-Disciplinary Resource The Wealthesaurus™ continues to be recognized for its role in standardizing terminology across family wealth advising. Thank you to Sarah B. Hood and Canadian Family Offices for featuring the glossary’s new role in addressing long-standing communication challenges across legal, financial, governance,

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New Podcast Episode: Tax Residency: Myths Debunked

New Podcast Episode: Tax Residency: Myths Debunked In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Judi Galst, Managing Director, Private Clients at Henley & Partners, for a conversation on investment migration. They discuss why more U.S.-based families are exploring second residency or citizenship options,

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The UHNW Institute JULY 2025 MONTHLY THEME –

The UHNW Institute JULY 2025 MONTHLY THEME – Estate Planning and Legal Issues, our theme for the month of July, encompasses more than wealth transfer. While wills and trusts, gifting strategies, business succession planning, and Generation-Skipping Transfer (GST) Planning is often the focus of the topic, the Institute will also

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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