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

The UHNW Institute’s Ten Domains of Family Wealth

The UHNW Institute’s Ten Domains of Family Wealth Here at The UHNW Institute, we firmly believe in the importance of educating and empowering the individuals and firms who advise ultra-high-net-worth (UHNW) families. The ultimate mission is to help families make the best possible choices for the complex needs that arise

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Tom McCullough Shares His Wealth of Wisdom in this New Book

Tom McCullough Shares His Wealth of Wisdom in this New Book We are pleased to announce that UHNW Institute member Tom McCullough has released a new book, Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors, that explores practical tools and strategies for helping families grow and retain

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2022 EVENT CALENDAR

Sept 29
3:00-4:30 pm ET
Roundtable Health & Wellness 
 
Nov 2
Time TBA
Annual Symposium
Dec 8
5:00-6:30 pm ET
Roundtable