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 2024 Calendar

The UHNW Institute’s 2024 Program calendar is now available.

Download the 2024 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

Recap of UHNW Institute 2024 Virtual Collegium VI

Recap of UHNW Institute 2024 Virtual Collegium VI The UHNW Institute’s Collegium VI was a dynamic virtual event held on April 24, 2024, that explored the practice management topic of client segmentation. A panel of industry leaders shared their experiences and insights on client segmentation, covering both practical and theoretical

Read More »

The UHNW Institute’s Integrated Family Wealth Management Initiative

The UHNW Institute’s Integrated Family Wealth Management Initiative The UHNW Institute (“The Institute”), a non-profit think tank and learning exchange, is committed to elevating the wealth management industry to serve the best interests of ultra-high-net-worth families. In furtherance of this mission, The Institute has established its Integrated Family Wealth Management

Read More »

Introducing the New Resource Library

  The UHNW Institute Resource Library has been upgraded! The improved Resource Library is still the searchable collection of high-quality educational content you know and love. We replaced the behind-the-scenes software with a powerful knowledge management system better equipped to handle the growing collection and complex taxonomy. Members can enjoy

Read More »

UHNW Institute May Theme: Investment

  When we think about Investment, we naturally go to the assets families hold long-term. But this month, Investment will focus on more than the projects we fund and growth beyond our financial assets. We’ll explore the multitude of ways that UHNW families are investing— beyond the markets by incorporating social impact

Read More »

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