The Assessment, Implementation, and Monitoring Framework™ (AIM Framework™) is a groundbreaking new tool that supports the UHNW Institute’s mission of helping UHNW clients, advisors, and firms work more effectively – together. Members now have exclusive access to an AIM Framework™ interactive module.
- It describes a three-phase cycle of activities, knowledge, and skills outlining the key responsibilities of both the advisory team and the client family.
- It serves as a convenient method and shorthand for discussing complex services and projects with clients, enhancing communication and understanding.
- It fosters cross-disciplinary collaboration by illuminating what each discipline does across the Ten Domains of Family Wealth™.
- It outlines how professionals in multidisciplinary firms can deliver consistent, high-quality integrated family wealth management solutions.
Learn more about the AIM Framework™ and its components in the Ten Domains of Family Wealth™ here.
