The UHNW Institute is a 501(c)(3) non-profit organization established in 2019. It serves as an independent think tank and educational resource for the global wealth management industry. Its mission is to advance the profession and enhance its ability to holistically serve ultra-high-net-worth (UHNW) families and individuals by providing objective, multi-disciplinary thought leadership, promoting a peer-to-peer community for collaboration, and developing curated content and learning programs for wealth advisors and the families they serve.

Founded in

United States