Our initiatives seek to promote valuable education and sustainable positive change in the industry, while engaging thoughtful collaboration among the membership. They are designed and delivered by our industry thought leaders.


Tap into the industry’s brightest minds and The Institute’s latest thinking:

  • A members-only online resource library spearheaded by The Institute’s Faculty provides robust original and curated insights on topics pertaining to our hallmark initiative: Ten Domains of Family Wealth.
  • Our event series, which includes Leaders’ Council and Roundtable discussions, plus a half-day annual conference, brings together thought leaders for members to learn from and engage with.


There’s no shortage of ways for you to exchange ideas and learn from fellow members. Some of the opportunities include joining one of our study groups, participating in our Collegiums for discussions on a thought-provoking topic, or engaging on our upcoming private members-only discussion board. The Institute provides a range of options to meet your needs.



The UHNW Institute currently has three member-driven executive councils in place dedicated to: 1) family office executive leadership, 2) senior operating executives of wealth management firms and 3) diversity, equity, and inclusion (DEI).  These councils are committed to shaping resources designed to help family offices and wealth management firms implement best practices to effectively run their firms in a manner that aligns with their long-term goals and objectives. 

Learn and Grow on Your Terms

Events Worthy of Your Time

75% of our membership attended one or more online events over the preceding 12 months.
70% of those attending an event reported that they were very or extremely satisfied with the event.

Source: 2021 UHNW Institute Member Survey

  • 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