Curated Giving with the UHNW Institute’s Holiday Gift Guide

The UHNW Institute is introducing its inaugural Holiday Gift Guide, featuring a curated selection of gift ideas inspired by the Ten Domains of Family Wealth. This guide emphasizes practicality, education and meaningful choices that reflect the values of ultra-high-net-worth families and their advisors relevant for clients and colleagues year round.

The guide includes thoughtful ideas for expressing appreciation, celebrating milestones and strengthening connections. Each item has been selected with care, combining function and sentiment to create a meaningful gift year round.

Some of the gift ideas include a legacy interview gift certificate to preserve family stories, a lockable document safe for securing important family assets and decorative tools that combine style and functionality, such as a RIFD blocking wallet with Airtag insert.

Browse through the guide for thoughtful ways to make this holiday season meaningful for your clients and colleagues.

Download the Gift Guide Here.

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