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:
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.
Source: 2021 UHNW Institute Member Survey