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.”
 

Latest News AND Insights

How to Win Cutthroat Competition For Talent

Family Wealth Report’s recent article, How to Win Cutthroat Competition for Talent, looks at what the recruitment market is like for North America’s wealth sector. It features several UHNW Institute members and highlights our Diversity Initiative headed by Carol Schleif.

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2022 EVENT CALENDAR

Sept 29
5:00-6:30 pm ET
Special Wellness Event
 
Oct 23
5:00-6:30 pm ET
Roundtable
November
Date TBA
Annual Symposium
December
Date TBA
Member Reception