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 Program calendar is now available.

Download the 2023 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

Institute Spotlight: Stacy Allred

Institute Spotlight: Stacy Allred As part of The UHNW Institute’s mission to provide educational content and opportunities for members to engage with industry experts, the Institute will periodically present a member of its faculty. This series will feature the domain heads for each Domain of Family Wealth. This week, we’re

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The UHNW Institute’s Wealth 3.0 Video Series

The UHNW Institute’s Wealth 3.0 Video Series Earlier this year, a ‘modern manifesto’ calling for the rigorous transformation of the wealth management and advising profession was published. Authored by three of our distinguished Institute faculty members, Wealth 3.0: The Future of Family Wealth Advising outlines how the field arrived at this point

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The UHNW Institute 2023 Collegium

The UHNW Institute 2023 Collegium A biannual program designed to promote peer-to-peer idea sharing on thought-provoking practice management topics. Geared toward operating principals, the program’s format is facilitator-led, utilizing plenary and small-group breakout sessions. Thank you to our members for the overwhelming interest in our first in-person Collegium taking place

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The Family Business Podcast: Wealth 3.0

The Family Business Podcast: Wealth 3.0 The UHNW Institute is pleased to collaborate with The Family Business Podcast on this special episode: Wealth 3.0: The Future of Family Wealth Advising. The episode is hosted by Russ Haworth, Family Business Advisor at The Family Business Partnership and UHNW Institute Advisory Board Member, who spoke

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The UHNW Institute’s September Theme: Family-Owned Enterprises

The UHNW Institute’s September Theme: Family-Owned Enterprises As we get back to business after an eventful and relaxing summer, The UHNW Institute will focus on this September’s theme: Family-Owned Enterprises. Much of the content and programming we will highlight this month will focus on this theme, including our upcoming Family Enterprise Risk

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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
Guiding from the Grave
4:00-5:30 pm ET