The UHNW Institute

What The UHNW Institute does

The UHNW Institute is a nonprofit think tank founded in 2019 and headquartered in New York City that serves ultra-high-net-worth families and the professionals who advise them. Its mission is to elevate the family wealth industry by aligning language, standards, and outcomes across financial and professional service firms, single-family offices, and senior advisors. It markets no commercial products; instead, it develops proprietary intellectual property—three trademarked frameworks: the Ten Domains of Family Wealth (a multidimensional taxonomy covering financial management, estate planning, philanthropy, risk, governance, leadership development, rising generation, family dynamics, health and well-being, and family-advisory relationships), the AIM Framework (a three-phase Assessment-Implementation-Monitoring methodology for family-advisor collaboration), and the Wealthesaurus (the first standardized glossary for family wealth advising).

The Institute distributes this content through a Resource Library containing 674+ curated articles, podcasts, videos, white papers, research reports, and book reviews organized by the Ten Domains; four branded podcast series; year-round programming including Masterclasses, Roundtables, Webinars, and Clinics; and three signature in-person events (the Collegium, Annual Symposium, and Women's Leadership Summit). It also runs a dedicated Single Family Office Circle for SFO executives, delivers an open-enrollment Training Program with a Ten Domains eLearning Platform, and operates a member portal (uhnwinstitutelibrary.org) for digital resource access and event registration.

Revenue is generated through tiered membership fees (Individual, Firm/Enterprise, and Single Family Office Circle) and tiered educational and marketplace sponsorship programs with named Platinum, Gold, Silver, and Bronze Educational Partners (PwC, Andersen, PURE Insurance, Wealth Reimagined, Northern Trust, Bernstein, among others) and Elite/Select Marketplace sponsors. Leadership comprises Chairman & CEO Stephen Prostano (Partner at PKF O'Connor Davies; former head of family wealth at Bank of the West / BNP Paribas, ex-CEO of Silver Bridge, ex-President of Atlantic Trust) and Managing Director of Thought Leadership and Strategy Tom McCullough (co-founder and chairman of Northwood Family Office). Pricing is not publicly disclosed; prospective members submit an inquiry for fee schedules.

Name

The UHNW Institute

Legal name

UHNW Institute

Website

https://uhnwinstitute.org

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

The UHNW Institute is a 2019-founded nonprofit think tank in New York that educates and convenes advisors and wealth management firms serving ultra-high-net-worth families through proprietary frameworks, a 674+ resource library, podcasts, signature events, and tiered memberships.

Ownership category

akta.pro rank

Product category

Wealth Management Education

NAICS

Business Associations (813910), Educational Support Services (611710)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

Keywords

• Wealth management education
• Family office advisory
• UHNW industry research
• Wealth advisor training
• Family wealth frameworks

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Membership Fees: The Institute generates revenue through tiered membership fees. Membership categories include Individual Membership (for senior professionals with 15+ years of experience), Firms & Enterprise Membership (for teams of all sizes), and Single Family Office Circle membership. Membership provides access to programs, resources, collaborative community, and exclusive content.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels7 records

Core offering

The UHNW Institute is a nonprofit think tank that delivers educational frameworks, curated resources, peer-learning events, and professional development programs for wealth management professionals serving ultra-high-net-worth (UHNW) families. Its core offerings include the Ten Domains of Family Wealth and AIM Frameworks, the Wealthesaurus standardized glossary, a Resource Library of vetted articles/podcasts/whitepapers, signature events (Collegium, Symposium, Women's Leadership Summit), masterclasses, roundtables, and a Single Family Office (SFO) Circle for senior executives.

Product overview

The UHNW Institute is a nonprofit think tank offering a unified platform of educational and advisory resources for ultra-high-net-worth families and the professionals who serve them. The core offerings include the Ten Domains of Family Wealth™ framework (a comprehensive model organizing all aspects of family wealth advising), the AIM Framework™ (a structured three-phase advisory process), and the Wealthesaurus™ (standardized industry glossary). These intellectual frameworks are supported by a continuously updated Resource Library containing over 500 vetted resources, multiple podcast series (UHNW Institute Podcast, SFO Circle Podcast, Family Enterprise Podcast, Private Wealth Podcast), Signature Events (Collegium, Annual Symposium, Women's Leadership Summit), and specialized programming including Masterclasses, Roundtables, Webinars, and Training Programs. The SFO Circle provides exclusive peer learning for single family office executives. Together, these products form an integrated ecosystem of thought leadership, peer collaboration, and professional development designed to elevate the UHNW wealth management industry.

Differentiator

Problem solved

Functional benefit

Brands

• The Ten Domains of Family Wealth: A comprehensive framework for understanding the issues facing UHNW families, highlighting the full range of skills and services needed to help financially successful families prosper.
• AIM Framework
• Wealthesaurus
• Single Family Office Circle
• UHNW Institute Podcast

Quantifiable outcome

• Members gain access to hundreds of years of collective experience through faculty, members and contributors
• +1 more outcomes

Named customers9 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Eight partnerships are on record, tiered core, regional, elite and select.

• Trusts & Estates MagazinecoreStrategic or Co-development Partner · 1 January 2026Collaboration for the 46th Annual Planning for Large Estates Program, now in its 46th year. The Institute serves as educational partner along with Gresham Partners LLC and Gordon, Fournaris & Mammarella, P.A.
• Gresham Partners LLCcoreStrategic or Co-development Partner · 1 January 2026Educational partner for the 46th Annual Planning for Large Estates Program, providing sophisticated guidance to attorneys, trust officers, accountants, and family office executives.
• Commonwealth Bank of AustraliaregionalStrategic or Co-development Partner · 1 January 2026Host partner for the Australian chapter event on family philanthropy in Australia, with events in Melbourne and Sydney offices.
• McKinsey & CompanycoreStrategic or Co-development Partner · 1 January 2026Led the May 2026 Practice Management Clinic on 'The Changing Landscape of Family Office Services,' examining how client expectations are reshaping service delivery.
• Canyon Ranch Wellness Resorts (Elite Marketplace Sponsor)eliteOthersElite Marketplace Sponsor in Health & Wellness category. Company whose products reflect the lifestyle and values of the UHNW community.
• Powell Fine Art Advisory (Elite Marketplace Sponsor)eliteOthersElite Marketplace Sponsor in Lifestyle category, providing fine art advisory services to UHNW clients.
• Wealth Leadership Group (Select Marketplace Sponsor)selectOthersSelect Marketplace Sponsor offering wealth management leadership services.
• GALLIVANT ltd (Select Marketplace Sponsor)selectOthersSelect Marketplace Sponsor in Lifestyle and Travel category, offering travel and lifestyle advisory services to UHNW clients.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Family Office Exchange (FOX): FOX is a membership-based community and knowledge network for family offices and the advisors that serve them. It directly overlaps the UHNW Institute's mission of educating single- and multi-family office executives via peer learning, research, and programming, making it the closest comparably-positioned peer.
• Family Wealth Alliance: Family Wealth Alliance is a peer network and research organization for ultra-wealthy families, family offices, and their advisors. It is directly comparable as a membership community operating in the same UHNW/family office segment with events, roundtables, and thought leadership.
• Tiger 21: Tiger 21 organizes peer groups for high- and ultra-high-net-worth individuals for learning and asset allocation sharing. It is comparable as a paid-membership peer learning community serving wealthy individuals and family office principals, though it is wealth-holder-led rather than advisor-led.
• Investments & Wealth Institute: IWI is a membership association providing credentials (CPWA, CIMA) and educational programs to wealth management professionals. It is a direct peer in delivering education, designations, and frameworks to the same advisor audience that the UHNW Institute serves.
• STEP (Society of Trust and Estate Practitioners): STEP is the global professional body for practitioners advising on trust, estate, and succession planning. It is a direct peer in providing trust and estate education, credentials, and frameworks to the legal/tax advisors in the UHNW Institute's member base.

Broad incumbents

• CFA Institute: CFA Institute is the dominant global standards body for investment professionals, with a broad curriculum and member base. It is a broad incumbent in financial-services professional education; while it does not specialize in UHNW family wealth, it competes for the same advisor's learning budget and standards adoption.
• AICPA Personal Financial Planning (PFP) Section: The AICPA PFP Section is a large incumbent providing credentials (CPA/PFS), education, and practice resources to advisors serving wealthy clients. It is a broad incumbent competing for continuing education share with the UHNW Institute's training programs.

Emerging players

• Cerulli Associates: Cerulli is a research and consulting firm publishing widely-cited reports on U.S. wealth and asset management. It is a partial-overlap peer: it monetizes data and research for the same audience rather than community-based education, but it competes for thought-leadership mindshare among UHNW advisors.
• Dynasty Financial Partners: Dynasty is a technology and consulting platform serving independent wealth management firms and family offices. It is an emerging, partially overlapping player in the same ecosystem: it does not offer peer learning or thought leadership directly, but supports the same advisor and family office customer base.

Others

• McKinsey & Company (Wealth & Asset Management Practice): McKinsey's Wealth & Asset Management Practice produces high-profile research and events for the industry and is already a partner of the UHNW Institute (Practice Management Clinic). It is an adjacent ecosystem participant rather than a competitor, but it overlaps in producing UHNW practice content.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeopen.spotify.com/show/4Shu4O0o5iV2Uzz86qOYW4
• Xx.com/uhnwinstitute

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The UHNW Institute