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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.
The UHNW Institute’s 2025 Program calendar is now available.
Download the 2025 UHNW Program Calendar and join the Institute for a year of content aligned with the Ten Domains of Family Wealth.
Preparing for the Wealth Shift of the Century: Highlights from the UHNW Institute’s Inaugural Women’s Leadership Summit With the largest intergenerational wealth transfer in history underway, the Ultra High Net Worth (UHNW) Institute gathered a powerhouse group of female leaders in wealth management to explore the shifting financial landscape—and
JULY ROUNDTABLE: BUSINESS SUSTAINABILITY AND CAPITAL STRUCTURE IN A MATURING INDUSTRY Roundtable | Monday, July 7 at 4 PM ET As firms in the family wealth space grow and mature, the conversations around ownership, structure and long-term sustainability are growing more nuanced. What does it mean to build a business
The Wealthesaurus™ is Now LIVE When words mean different things to different people, good advice can get lost. That’s why we created the Wealthesaurus, the first standardized glossary of terms for professionals serving ultra-high-net-worth families. Built in collaboration with faculty across the Ten Domains of Family Wealth, the Wealthesaurus was
Roundtable Replay: Is There a Doctor in the Firm? The Changing Role of Wealth Advisors in Addressing Client Health Concerns Physical, mental or behavioral health concerns can shape how UHNW families make decisions, manage risk and plan for conversations. In this roundtable replay, panelists discuss how advisors can practically engage
The Evolution of Excellence: Next Steps in Integrated Family Wealth Management The UHNW Institute will launch a series of tools to support the advancement of Integrated Family Wealth Management (IFWM) , offering structure and practical guidance in areas where the profession has historically lacked consistency. These resources address service delivery,
Dear UHNW Institute Members, Our theme this month, the Single Family Office (SFO), recognizes the growth of private organizations created to manage financial and personal affairs of UHNW families. Driven by rising global wealth, generational wealth transfer and dissatisfaction with traditional wealth managers, as well as a desire for more control,
