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.


  • 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

Member Spotlight: Dennis Jaffe

Member Spotlight: Dennis Jaffe As part of the Institute’s mission to provide educational content and opportunities to engage with industry experts and its members from all over the U.S., the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature all of the domain heads for

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January 11, 2023
Human Capital
Practice Management Clinic
5:00-7:00 pm ET
January 19, 2023
Succession Roundtable
5:00-6:30 pm ET
February 8, 2023
Service Practice Management Clinic
5:00-7:00 pm ET