Latest News
Featured News
NEW THOUGHT LEADERSHIP — THE MOST COMMON QUESTION WEALTHY FAMILIES ASK
Tom McCullough, Managing Director of Thought Leadership and Strategy at the UHNW Institute, addresses the question that surfaces more consistently than any other in work with wealthy families: How do we prepare the rising generation…
Read More

Summer Reading Call for Submissions
The UHNW Institute publishes an annual Summer Reading List featuring books, podcasts and articles from…

UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and More
The Ultra High Net Worth Institute (UHNW Institute), an independent, nonprofit think tank advancing the…

Family Wealth Report Family Office Cybersecurity Forum
UHNW Institute members are invited to join on a complimentary basis the Family Wealth Report…

The Adventures of Family Conflict: Practical Wisdom & Skills
Our next Masterclass is designed for advisors who want to strengthen their ability to support…

New Article Available in Resource Library: A Cautionary Tale: The Challenges of Serving the UHNW and Centimillionaire Client Segments
Serving ultra-wealthy families may sound like the pinnacle of advisory work but it's often the…

Congratulations to the 2025 Family Wealth Report Award Winners!
We are proud to share that The UHNW Institute and many of our members were…