In the first quarter newsletter of 2025, you will find a Letter from the Chairman of the Board, exciting new Resource Library updates, our monthly themes, a feature on our selected Advisory Board member, and more.

Read more here:

Click here to download.

 

If you have any questions about this quarter’s newsletter or are interested in joining 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