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 2023 Calendar

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

Download the 2023 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

The UHNW Institute’s December Monthly Theme: Leading with Legacy

The UHNW Institute’s December Monthly Theme: Leading with Legacy Happy Holidays! Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. For December, we explore the theme of Leading with Legacy, with an assortment of resources to help you deepen your knowledge and understanding

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Family Wealth Report Shines Spotlight on The UHNW Institute 2023 Symposium

Family Wealth Report Shines Spotlight on The UHNW Institute 2023 Symposium For the third annual 2023 UHNW Institute Symposium, Family Wealth Report recently interviewed Katherine Dunlevie, president and chief executive of The Family Office at Synovus and chair of The UHNW Institute’s Integrated Wealth Management (IWM) Initiative Committee, along with Wally Head, founder and

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Webinar Replay: Turning Tragedy into Triumph: How a Family Uses Impact Investment and Philanthropic Initiatives in Precision Medicine to Advance New Cures

Webinar Replay: Turning Tragedy into Triumph: How a Family Uses Impact Investment and Philanthropic Initiatives in Precision Medicine to Advance New Cures The UHNW Institute recently hosted a virtual webinar titled ‘Turning Tragedy into Triumph: Using Impact Investment and Philanthropic Initiatives in Precision Medicine to Advance New Cures.’ The webinar was moderated

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The UHNW Institute’s November Theme: Integrated Wealth Management

The UHNW Institute’s November Theme: Integrated Wealth Management Every month, The UHNW Institute identifies a new theme to highlight, steering our content and programming. For November, we will explore the theme of Integrated Wealth Management (IWM), the same concept that will guide our 2023 Symposium later this month. Learn more

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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