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 UNHW Institute

2024 Symposium

The Future of Family Wealth Advising: Positioning Your Firm for Success

Nov 13-14, 2024

UBS
11 Madison Ave. New York, NY

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 2024 Calendar

The UHNW Institute’s 2024 Program calendar is now available.

Download the 2024 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

Virtual Roundtable Replay: The Evolving Family Enterprise

Virtual Roundtable Replay: The Evolving Family Enterprise In our latest virtual roundtable, experts examined the evolving roles and challenges within family enterprises. This session featured a panel of experts who shared their perspectives on the evolving nature of family enterprises and how they continue to grow and succeed across generations.

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The UHNW Institute Featured in a Family Wealth Report Article

The UHNW Institute Featured in a Family Wealth Report Article We are pleased to share that we were recently featured in Family Wealth Report in anticipation of the Fourth Annual UHNW Institute Symposium, The Future of Family Wealth Advising: Positioning Your Firm for Success. The article highlights the critical themes and topics that

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New Podcast Episode: Estate Planning and Legal Issues

New Podcast Episode: Estate Planning and Legal Issues In the latest episode of The UHNW Institute Podcast, host Russ Haworth is joined by Kim Kamin, Principal and Chief Wealth Strategist at Gresham Partners LLC and Chair of Estate Planning & Legal Issues Domain at The Institute. Kim unpacks estate planning, covering

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Welcome New Advisory Board Member, William (Bill) Kambas

Welcome New Advisory Board Member, William (Bill) Kambas We’re pleased to announce that William (Bill) Kambas, a partner on the Private Client and Tax team at Withers Bergman LLP, has joined The UHNW Institute Advisory Board. Bill brings a remarkable depth of knowledge in tax planning, specializing in multi-national and

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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