In our premiere episode, listen as Steve Prostano, founder and chairman of The UHNW Institute, talks with host, Russ Haworth, about the Institute’s mission and vision, including its organic formation in 2018.

Steve highlights how the Institute functions like a university, with faculty and advisory board members delivering content, programming and resources. This structure allows the Institute to build community, intellectual exchange and professional development, providing families with valuable tools to navigate wealth management.

Steve also underscores how the Institute aims to address confusion and lack of transparency in the family wealth space and outlines its mission to provide education, thought leadership and best practices, alongside plans for 2024 and beyond to strengthen the Institute’s global network and create more opportunities for peer-to-peer learning.

 

 

Listen to the episode, An Introduction to The UHNW Institute on:

Apple Podcasts

Spotify

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