The UHNW Institute Resource Library has been upgraded!

The improved Resource Library is still the searchable collection of high-quality educational content you know and love. We replaced the behind-the-scenes software with a powerful knowledge management system better equipped to handle the growing collection and complex taxonomy.

Members can enjoy these upgraded features:

See the re-designed library homepage to view trending resources, explore the Ten Domains of Family Wealth, quickly search the collection, download the revised Editorial Policies and Guidelines, submit content, and more.

View this short video for a tour of the new features and visit the Resource Library today!

Are you making full use of your account? Not sure? Contact Chloe Evans at cevans@uhnwinstitute.org

Question about the library? Contact Tara Kehoe at tkehoe@uhnwinstitute.org

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