The UHNW Institute’s Holiday Gift Guide

The UHNW Institute is once again curating its annual Holiday Gift Guide, and we’d love your ideas and recommendations. Now in its second year, the guide brings together thoughtful ways to express appreciation, celebrate milestones, and strengthen connections with valued clients and staff.

Each gift idea reflects a blend of utility, function, relevance, and sentiment—aligned with the Institute’s Ten Domains of Family Wealth. This year’s edition emphasizes practicality, education, and values-driven options that resonate with UHNW families and advisors. And while the guide launches during the holidays, the ideas are designed to be meaningful year-round.

Past favorites have included a storytelling experience for next-gen family members, technology to protect loved ones, legacy interview gift cards to preserve family stories, and curated care packages for seasonal or milestone celebrations.

We’d love to feature your ideas. Send us your favorite gift recommendations to aledoux@uhnwinstitute.org—and tell us why they’re a perfect fit for the UHNW Holiday Gift Guide.

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