Introducing The UHNW Institute’s New Community Forum

We are excited to announce that The UHNW Institute’s new Community Forum feature is now available for all members! The newest feature of our member portal is the perfect place for members-only discussions, collaborations and connecting with peers who share in your need for growth, knowledge and the betterment of the UHNW industry. The Community Forum has three components to promote member interaction:

  1. Ask the Institute – Ask questions or request information from the Institute’s Community
  1. Discussion Groups – Converse with the Institute’s Community on topics of interest in a group forum.
  1. Member Messaging – Engage in private, member-to-member messaging.

*Don’t forget that any specific account or membership questions can be asked through the Contact Us form located under the Member Dashboard Tab.

Members can watch our short user guide video and check out the forum today!

As always, if you are interested in becoming a member of The UHNW Institute, please do not hesitate to contact us.

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