Educational Partners

The UHNW Institute’s Educational Partners consist of individuals and firms who share a commitment to the Institute’s purpose and mission and are dedicated to helping the Institute achieve them.

To learn more about the benefits of becoming an Educational Partner, click here.

2024 Educational Partners

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