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

UHNW Institute Women’s Leadership Summit: Preparing the UHNW Industry for the Female Decision-Maker and the Coming ‘Wealth Shift of the Century’

UHNW Institute Women’s Leadership Summit: Preparing the UHNW Industry for the Female Decision-Maker and the Coming ‘Wealth Shift of the Century’ The UHNW Institute’s Women’s Leadership Summit, a signature event exclusively designed for women in wealth management, is an opportunity to discuss the implications and hurdles associated with this impending ‘wealth

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Webinar Replay: Successful Components of Hiring

Webinar Replay: Successful Components of Hiring Hiring for a family office requires a unique approach. Traditional corporate hiring practices don’t always translate to the intimate and highly specialized environment of private wealth management. In this pre-recorded webinar, Russ Haworth sits down with Teresa Leigh, founder and CEO of Teresa Leigh

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Quarterly Newsletter: Volume 9, March 2025

In the first quarter newsletter of 2025, you will find a Letter from the Chairman of the Board, exciting new Resource Library updates, our monthly themes, a feature on our selected Advisory Board member, and more. Read more here: Click here to download.   If you have any questions about

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Featured Advisory Board Member: TERESA LEIGH

Featured Advisory Board Member: Teresa Leigh Featured member Teresa Leigh, founder of Teresa Leigh Home + Family Office, specializes in household risk management. She is featured in an upcoming webinar on Successful Hiring Practices and dives deep into that topic and more with UHNW Institute Podcast host Russ Haworth. Leigh

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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