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.”
 

UHNW Institute 2023 Calendar

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

Gain a sneak peek into the dozens of events and pieces of exclusive content that will be available to members in 2023.

Download the Calendar

 

Latest News AND Insights

Roundtable Replay: Handling Dementia and Incapacity in Wealth Advising

Roundtable Replay: Handling Dementia and Incapacity in Wealth Advising As advances in healthcare have extended the average lifespan, the window for developing dementia has unfortunately increased, as well. As a result, numerous misunderstandings about incapacity and the nature of this disease have developed, resulting in some individuals living with it

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Key Insights from Alliant’s Family Enterprise Risk Index

Key Insights from Alliant’s Family Enterprise Risk Index In our continued effort to provide advisors with valuable resources to better serve ultra-high-net-worth families, we are pleased to share that Alliant Private Client, an award-winning insurance broker for affluent families and individuals, has published its Family Enterprise Risk Index. As new

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Institute Spotlight: Jim Grubman

Institute Spotlight: Jim Grubman As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members, the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all of the domain heads for each Domain of Family Wealth

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Welcome to The Institute: Pamela Lucina from Northern Trust

Welcome to The Institute: Pamela Lucina from Northern Trust Please join us in welcoming Pam Lucina as the newest advisory board member at The UHNW Institute! Pam is currently the chief fiduciary officer and leader of the Trust & Advisory Practice at Northern Trust, possessing nearly 30 years of experience

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Welcome to The Institute: Seven New Faculty Members

Welcome to The Institute: Seven New Faculty Members As The UHNW Institute continues to grow and evolve to help advisors meet the ever-changing needs of ultra-high-net-worth individuals and families, we are pleased to welcome seven new faculty members to our organization. Each new member of our faculty has demonstrated vast

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Institute Spotlight: Arden O’Connor

Institute Spotlight: Arden O’Connor As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts, the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all the domain heads for each Domain of Family Wealth. This week, we’re introducing

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2023 EVENT CALENDAR

March 8, 2023
Practice Management Clinic
Sales and Marketing
5:00-6:30 pm ET
March 16, 2023
Masterclass
The Art of Facilitation
5:00-6:30 pm ET
April 2, 2023
Practive Management Clinic
Business Management
5:00-6:30 pm ET