Educational Partners

The UHNW Institute’s Educational Partners consist of individuals and firms who share a commitment to the Institute’s purpose and mission and are dedicated to helping the Institute achieve them.


To learn more about the benefits of becoming an Educational Partner, click here.

2024 Educational Partners


Andersen stands out as one of the fastest-growing and largest independent tax firms in the United States. Offering a diverse range of services encompassing tax, valuation, financial advisory and related consulting, we cater to the diverse needs of individuals, businesses and alternative investment funds. Our approach is solution-driven, tailored to address the unique needs of each client. We invest time in understanding the intricacies of both individuals and businesses, customizing our services accordingly.

Distinguished by a team of top advisors, our professionals bring a wealth of experience from international accounting firms, law firms, IRS and state taxing authorities. Many hold multiple professional credentials, underscoring our commitment to delivering a spectrum of capabilities. This rich expertise empowers us to provide holistic, integrated solutions, fusing the scale and experience of a multinational accounting firm with the personalized attention of a local boutique firm.

At Andersen, we believe that service, experience and a genuine concern for our clients are essential for building enduring relationships. Our commitment to excellence is reflected in our continuous growth and leadership in the competitive tax services landscape. We ensure that our professionals go beyond conventional approaches, consistently delivering innovative and tailored solutions that align with the evolving needs of our clients, all while upholding the highest standards of professionalism and integrity.

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Strategic Philanthropy

Strategic Philanthropy is a global philanthropic advisory firm based in Chicago that partners with high-net-worth and ultra-high-net-worth individuals and families. Strategic Philanthropy serves as both a guide and advocate for their clients’ interests, helping them navigate complex challenges and derive significant impact from their philanthropic investments.

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Market Street

Market Street Trust Company is a client-owned, industry-leading, shared family office dedicated to helping multigenerational families realize their long-term goals. Our headquarters and trust situs reside in Portsmouth, NH.

Our heritage began in 1909 as a single-family office supporting the needs of the Houghton family, the founders of Corning Incorporated, in Corning, NY. By prioritizing people and leaning into innovation, we have evolved into a shared family office, setting a new standard for partnering with families.

Market Street provides integrated wealth management services to approximately 45 family groups. Our services include financial planning and strategy, investment management, tax and compliance planning, risk and compliance management, philanthropic strategy and administration, and governance and education. In addition, we provide corporate trustee services to other family offices and wealth management groups.

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As a nonprofit “think tank” and learning exchange, The UHNW Institute is elevating the wealth management industry to a new standard so that advisors and families can foster prosperous and meaningful relationships from one generation to the next.

  • 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