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.”

The 5th Annual

UHNW Institute Symposium

We are pleased to announce the dates for the UHNW Institute’s 5th Annual UHNW Symposium: November 17-18, 2025, in New York City. 

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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

WELCOMING NEW ADVISORY BOARD MEMBER: DR. TANIA NEILD

WELCOMING NEW ADVISORY BOARD MEMBER: DR. TANIA NEILD The UHNW Institute is pleased to welcome Dr. Tania Neild, Founder and CTO of InfoGrate, to our Advisory Board. Tania brings more than twenty-five years of experience guiding asset management, wealth management, and financial sector firms through critical technology decisions. At InfoGrate,

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New Podcast Episode: Philanthropic Advising Competency Model

New Podcast Episode: Philanthropic Advising Competency Model In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Tony Macklin (Daylight Advisors) and Marguerite Griffin (Northern Trust) for a conversation about the Philanthropic Advising Competency Model developed by Daylight. Together they look at how philanthropic advising has

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Now Available: Our Holiday Gift Guide

Now Available: Our Holiday Gift Guide The 2025 UHNW Institute’s Holiday Gift Guide, a curated collection of meaningful, conversation-starting gifts for colleagues and clients is here, each aligned with the UHNW Institute’s signature Ten Domains of Family Wealth framework and our key initiatives. Gifts are categorized both by domain and

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UHNW Institute members, there is a new way to use The Assessment-Implementation-Monitoring (AIM) Framework™!

UHNW Institute members, there is a new way to use The Assessment-Implementation-Monitoring (AIM) Framework™! 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

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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