The UHNW Institute has released a new white paper that provides a foundational overview of the Institute’s purpose, development and direction. For families, advisors and industry professionals seeking a fuller understanding of the Institute’s role and the work it is advancing, this paper offers an important starting point.
The paper traces the Institute’s origins to a 2018 panel at the Family Wealth Report Family Office Summit, where UHNWI Chairman and CEO Steve Prostano convened a group of thought leaders who identified confusion and a lack of transparency across the UHNW sector. That conversation led to the formation of the Institute, a nonprofit think tank built entirely on volunteer leadership, committed to education, transparency and professional development across the family wealth ecosystem.
Topics covered in the paper include:
- How the Institute was founded and why the industry gap it addresses was never filled
- The four mission priorities guiding its programming and content
- The Ten Domains of Family Wealth and how they structure the Institute’s curriculum
- Why the organization operates like a university, with domain chairs and faculty responsible for producing content
- The Institute’s global membership and the shared challenges that cross cultural and regulatory borders
- Strategic initiatives underway, including the Integrated Family Wealth Management Initiative
