Programs and Events
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.
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.
View Our ProgrammingThe Power of the UHNW Institute Network
Global Reach
Members span the globe, with expertise across international markets, multi-jurisdictional families and cross-border wealth strategies.
Unmatched Expertise
The Institute brings together hundreds of years of collective experience through its faculty, members and contributors.
Leading Firms, Aligned
Members include some of the most respected names in the industry—from multi-family offices to private banks, law firms and advisory firms serving UHNW families.
Curated Resources
The Institute equips members with exclusive tools, case studies, and thought leadership—practical resources tailored to the complexities of the UHNW space.
Resource Library
Our exclusive Resource Library gives members direct access to the industry’s leading minds and The Institute’s latest thinking. Explore a searchable collection of original and curated insights designed to help you learn, collaborate, and better serve UHNW families and family offices.
Our Thinking
Original frameworks and tools grounded in collaboration across disciplines—helping families and advisors find clarity, alignment and direction.
Ten Domains of Family Wealth
The foundation of our work—this multidimensional framework shifts the conversation to what truly matters.
Wealthesaurus
A shared language for wealth—because clarity begins with communication.
AIM Framework
A formal structure for collaboration between advisors and families—Assess, Implement, Monitor.
Single Family Office Circle
An exclusive peer learning experience for executives leading and operating single family offices.
Learn MoreThe Institute’s Single Family Office Program offers a trusted space for senior SFO professionals to explore best practices, share insights, and navigate the complexities of family wealth.
Participants gain access to private events, curated tools, and a collaborative peer network—grounded in the Institute’s Ten Domains of Family Wealth framework.
Institute Programming
The Institute offers year-round programming designed to equip professionals with the insights, tools and frameworks needed to thrive in a complex wealth environment.
Upcoming Events
Save the Date: UHNW Institute Regional Gathering in Washington, D.C. | May 20
The UHNW Institute and Educational Partner, DonorsTrust, invite members in the D.C. area to...
March Roundtable – A Blueprint for Multi-Generational Success: Building a Coalition of the Willing
The UHNW Institute invites members to join the authors of its latest whitepaper, A...
New for 2026: The UHNW Institute Book Club
The UHNW Institute’s Book Club offers members a facilitated yet informal space to explore...
Latest News
Webinar Replay: The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications
Art decisions are rarely only financial. For ultra-high-net-worth families, collections…
The UHNW Institute Resource Library Delivers Top Resources to Members
Watch a two-minute guide to the Top Shelf. Learn…
Growing from Analyst to Partner: Investing in the Human Capital Within Your Organization
Cultivating the Non-Specialist Skills that Underly Excellence Featuring Kristin Keffeler,…
New White Paper—A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part One
For decades, family enterprise succession was framed as a simple…
The UHNW Institute February 2026 Monthly Theme – Passing the Baton With Purpose: Navigating Leadership and Generational Transitions in Firms and Families
Dear UHNW Institute Members, Transition isn’t a moment; it’s a…
Welcoming New Uhnw Institute Team Member: Matthew Murphy
The UHNW Institute is pleased to welcome Matthew Murphy as…
Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era
Traditional security defenses are no longer sufficient to protect family…
New Featured Resource by UHNW Institute Leadership — Estate Planning for Modern Families
The fourth edition of The Tools and Techniques of Estate Planning…
2026 Practice Management Clinics | Building Capability. Sharing Insight. Advancing the Practice.
As the UHNW landscape continues to evolve, so too do…
The UHNW Institute’s Q1 2026 Newsletter
The Q1 newsletter reflects on the strong foundation built in…
Featured Member: Meredith Straight
This month, the Institute spotlights our quarterly conversation with Meredith…
The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications
Join The UHNW Institute on February 19 at 3:30-4:30 PM…
Contact Us Today
Have questions about membership, programming, or how to get involved?
We’d love to hear from you. Reach out to learn more about how the Institute can support your work with families—or your role within one.