Insightful Education.

Actionable Ideas.

Meaningful Collaboration.

As a nonprofit think tank and learning exchange, The UHNW Institute is elevating the wealth management industry to a new standard so that families and their advisors can foster prosperous and meaningful relationships from one generation to the next.

THE UHNW INSTITUTE IS COMMITTED TO OUR PRINCIPLES:

  • Empowering ultra-high-net-worth families and family offices with a comprehensive understanding of the wealth management industry so that they can make the best possible choices to meet family needs across generations.
  • Educating advisors and wealth management firms by providing insights and resources to advance how they serve ultra-high-net-worth clients.
  • Fostering sustainable positive change in the wealth management industry by promoting the latest thinking and best practices to serve clients and groom next-generation advisors.
  • Operating as an independent, objective organization that avoids conflicts of interest and any appearance of “pay to play.”
 

New Enterprise
Membership Benefits

Featuring even more opportunities for connection, collaboration and education!

The Institute is pleased to announce our recently updated membership tiers with enhanced offerings and more opportunities to access resources and participate in member events.

Learn More

UHNW Institute 2025 Calendar

The UHNW Institute’s 2025 Program calendar is now available.

Download the 2025 UHNW Program Calendar and join the Institute for a year of content aligned with the Ten Domains of Family Wealth.

Download the Calendar

Latest News AND Insights

Practice Management Clinic: Sales and Marketing 

Practice Management Clinic: Sales and Marketing The UHNW Institute invites operating executives and practice leaders to join our next Practice Management Clinic, focused on the Sales and Marketing pillar of the Building Blocks of Practice Management. The session will take place on Wednesday, May 14 at 5:15 pm ET. Firms are

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Welcoming New UHNW Institute Team Member: Kristen Oliveri

Welcoming New UHNW Institute Team Member: Kristen Oliveri The UHNW Institute is proud to welcome Kristen Oliveri to our team. She will lead the delivery of a new offering for Single Family Offices being launched by the Institute in May 2025. The offering will include customized content, programs and events,

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Pre-Recorded Webinar: The Mentor, The Mentee, and Reverse Mentorship: Developing Successful Mentorship Programs for the UHNW Firm

Pre-Recorded Webinar: The Mentor, The Mentee, and Reverse Mentorship: Developing Successful Mentorship Programs for the UHNW Firm How can mentorship programs support career development and strengthen UHNW firms? In this Emerging Leaders Cohort webinar, panelists shared strategies for building effective mentorship programs and offered advice for both mentees and mentors.

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Virtual Roundtable Replay: Delaware Beneficiary Well-Being Trust Statute

Virtual Roundtable Replay: Delaware Beneficiary Well-Being Trust Statute The UHNW Institute’s March Roundtable is now available for replay. In this session, Kristin Keffeler and Todd Flubacher examine Delaware’s new Beneficiary Well-Being Trust Statute—a shift in trust planning designed to support beneficiary growth and development throughout life. Kristin and Todd discuss

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The UHNWI Institute APRIL 2025 MONTHLY THEME – FAIM

The UHNWI Institute APRIL 2025 MONTHLY THEME – FAIM   * MARK YOUR CALENDAR * 4/3 The UHNW Institute Podcast: Exploring the Collegium and Practice Management Council 4/7 Webinar: The Mentor, The Mentee and Reverse Mentorship: Developing Successful Mentorship Programs for the UHNW Firm 4/23 or 4/24 The Virtual Collegium – Two Session Times to Choose

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2023 EVENT CALENDAR

June 28, 2023
The UHNW Institute June Masterclass
5:00-6:30 pm ET
July 12, 2023
Service Practice Management Clinic
4:00-5:30 pm ET
July 20, 2023
Roundtable
Guiding from the Grave
4:00-5:30 pm ET
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