Our community of industry leaders include:

  • Senior operating executives with extensive experience in every business model in the industry
  • Thought leaders, and
  • Advisors to ultra-high-net-worth families and family offices.


Our Board of Directors is supported by an Advisory Board.  This group provides The Institute’s governing Board of Directors with unbiased advice and insights, strategic thinking, and feedback on early-stage ideas.  As members of The Institute, these individuals also act in an ambassadorial capacity lending their names and influence in support of our mission.

Our dedicated Faculty is committed to ensuring we address the most important topics relevant to ultra-high-net-worth families and family offices. Domain chairs within our Faculty for each of the Ten Domains of Family Wealth  further enable us to leverage subject matter expertise and knowledge for content development and curation that support our online resource library and broader initiatives

  • 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