Wealthesaurus

[wealth·​e·​saurus]
noun.

The Wealthesaurus is the first-ever standardized glossary for common and specialized terms in family wealth advising.
Visit the Wealthesaurus

Ultra-High-Net-Worth (UHNW)

[ULL-truh HYE NET WURTH]
noun.

The range of financial net worth at the highest tier of wealth.  One common threshold for UHNW wealth is $30 million (US dollars), ranging upwards to the billions.

Integrated Family Wealth Management

[IN-truh-gray-tid FAM-uh-lee WELTH MAN-ij-mint]
noun.

The most complex model of family office services, covering the full range of financial and nonfinancial services needed by an UHNW family using an integrated approach.

Enterprise Governance

[EN-tur-pryze GUV-er-nuns]
noun.

The structures, processes, and documents that relate to decision-making on the enterprise side of a family enterprise system. 

History of the Wealthesaurus

The Wealthesaurus™  was developed by the UHNW Institute to bring clarity and consistency to the language of wealth advising. What began as a small glossary has grown into a robust, evolving resource that defines industry terms and clarifies concepts often lacking standardized meaning.
View the Wealthesaurus

Be the first to access industry-changing tools and resources.

Members enjoy full access to the Institute’s latest tools, resources, and innovations. Not a member yet? Join today and be part of what’s next.  
Submit Membership Inquiry