The Wealthesaurus™ is Now LIVE

When words mean different things to different people, good advice can get lost.

That’s why we created the Wealthesaurus, the first standardized glossary of terms for professionals serving ultra-high-net-worth families.

Built in collaboration with faculty across the Ten Domains of Family Wealth, the Wealthesaurus was designed to help professionals and families communicate more clearly, reduce confusion and strengthen alignment across advisory teams.

This tool isn’t just about definitions. It’s also about raising the standard for how we work together. With a shared vocabulary in place, professionals can engage in more effective conversations and provide more coordinated guidance that reflects each family’s unique goals and values.

We invite you to explore what’s inside and be part of the conversation that’s helping shape the future of this field.

To learn more, click here for the guide. Explore the Wealthesaurus here.

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