The Evolution of Excellence: Next Steps in Integrated Family Wealth Management
The UHNW Institute will launch a series of tools to support the advancement of Integrated Family Wealth Management (IFWM) , offering structure and practical guidance in areas where the profession has historically lacked consistency. These resources address service delivery, shared language, and business model design, helping firms operate with greater coordination and purpose.
New releases include the Wealthesaurus™, a glossary built to support cross-disciplinary teams, and the AIM Framework, which outlines how integrated services can be assessed, implemented and monitored across the Ten Domains of Family Wealth. Additional tools are planned for release later this year, including advisor support models, firm diagnostic tools and expanded programming built around the needs of UHNW families.
Find out more details by reading the full article published in Family Wealth Report here.
