Now Available: Our Holiday Gift Guide

The 2025 UHNW Institute’s Holiday Gift Guide, a curated collection of meaningful, conversation-starting gifts for colleagues and clients is here, each aligned with the UHNW Institute’s signature Ten Domains of Family Wealth framework and our key initiatives. Gifts are categorized both by domain and Institute initiatives, promoting educational and practical value to the recipient.

Read it here.

 

Suggestions include:

Ten Domains of Family Wealth

From the extravagant champagne vending machine to a bottle of bubbly from your favorite vineyard, to sweet treats to acknowledge everyone on your list.

 

Resource Library

A collection of knowledge from the Institute’s most read resources to our librarian’s recommendations for your own collection.

 

Beneficiary Stories

A personal library of family storytelling tools from our own favorite authors, resources for family portraits for family retreats and tools to capture the stories of your team and the families you serve, it’s all here.

 

SFO Circle

Know your audience, and gift a personal gift like a drone photo of the wealth creator’s favorite property, a custom art or collectible tour and more. International Community. For the traveler or the prepper, we have gift ideas that range from home emergency tools to a personal search party!

 

Emerging Leaders and Mentorship

Gifts for the mentor in your life or the mentee, and tools to help strengthen our own personal gifts. Integrated Family Wealth Management Initiative. From hammers to toolkits, we’ve got the tools you need to build big.

 

Institute Custom Training

Education is key, and the tools for training are our top gift recommendation with insights from a celebrity portrait photographer to make you look great for any close up.

 

Institute Symposium, Collegium and Women’s Summit

Don’t let meetings and travel keep you from being healthy and connected. We’ve got the latest gifts for personal body metrics, relaxation, travel gear, networking and celebrating!

 

The UHNW Institute Holiday Gift Guide serves as a resource for thoughtful gifting that aligns with the values and needs of work colleagues and client families, fostering appreciation and connection during the holiday season.

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