The UHNW Institute Emerging Leaders Cohort & Mentorship Program

New for 2024, The UHNW Institute Emerging Leaders Cohort & Mentorship Program, in collaboration with our Institute partners, kicks off a 4-part learning cohort with training program for the emerging leaders within Institute member firms. We’ll aim to match mentors with our diverse group of emerging leaders and meet quarterly throughout the year to learn, network and support connection. Additional self-paced training opportunities will be incorporated into the program, utilizing learning modules from Institute Partners.

We invite member firms and individuals to recommend at least one rising star within your own organization to join this Pilot Program of the UHNW Institute. Candidates should have 3-5+ years experience and show dedication, passion and a willingness to work with families within multiple domains of family wealth.

Learn more about the Institute’s new Initiative to diversify and support new voices and talent within the industry that incorporates education, connection and mentorship.

Contact Angelique LeDoux to learn more, recommend a candidate or offer to give back a little of your time to support The UHNW Institute Emerging Leaders Cohort & Mentorship Program. 

As always, if you are interested in becoming a member of The UHNW Institute, please do not hesitate to contact us.

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