Access the Tools Behind the 2025 Symposium

Members of the UHNW Institute have exclusive access to the Resource Library, a growing collection of tools and educational resources built to support real-world advisory work.
Many new resources were introduced during the 2025 Symposium, The Firm of the Future: Living in the Real World – The Toolkit in Action. To help members make the most of their UHNW Institute membership, we created a Resource Library guide that shows how to navigate the Library efficiently and apply these materials in practice.
The Guide directs members to Institute frameworks, current research, and selected perspectives from Institute thought leaders, helping them quickly identify the most relevant resources and apply them in client work.
Now available on the Resource Library homepage.
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