Latest news with #UHNWInstitute
Yahoo
28-05-2025
- Business
- Yahoo
UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and More
NEW YORK, May 28, 2025--(BUSINESS WIRE)--The Ultra High Net Worth Institute (UHNW Institute), an independent, nonprofit think tank advancing the practice of wealth management, is putting a stake in the ground: For the first time, well-defined standards and frameworks are bringing structure, clarity, and cohesion to how professionals serve ultra-high net worth (UHNW) individuals and families. With the rollout of a series of groundbreaking resources — including the Wealthesaurus, the AIM Framework and more — The UHNW Institute is delivering on its mission to empower UHNW families, educate advisors, and drive meaningful change across the industry. As an independent, objective organization, the Institute offers unbiased guidance and practical tools to elevate how professionals serve clients and how families make informed decisions across generations. The Institute's development and promotion of standards for managing family wealth will help families and firms identify service solutions that effectively align with each family's unique needs and goals. A First for the Industry: Standardizing the Language of Wealth Management Among the Institute's most significant milestones is the debut of its Wealthesaurus, the first-ever standardized glossary of UHNW wealth management terms. By offering clear, consistent definitions across disciplines — from tax and law to philanthropy and family governance —the Wealthesaurus lays the groundwork for stronger communication and alignment between professionals and clients. "This is about establishing the first industry-wide standards," said Steve Prostano, co-founder, chairman, and CEO of the UHNW Institute. "Without shared language and frameworks, even the most experienced teams struggle to deliver truly integrated wealth management. We're changing that—starting now." The AIM Framework: A New Standard for Delivering Advisory Services The Institute is also launching its AIM Framework — shorthand for the Assessment, Implementation, and Monitoring Framework — the first standardized model for delivering integrated wealth management. This framework provides comprehensive guidelines for how professionals across disciplines can deliver consistent, high-quality advisory services, whether the professionals are independent specialists or part of a multidisciplinary team. It outlines how to structure the advisory process from start to finish, offering a scalable, repeatable approach that elevates services, improves collaboration, and allows firms to grow more strategically. What's Next: A Pipeline of Industry-Changing Tools Building on this momentum, The UHNW Institute will continue rolling out additional groundbreaking tools and resources throughout the coming year. Each is designed to further standardize the industry, enhance transparency, and improve alignment between advisors and the families they serve. These innovations will reinforce the Institute's commitment to drive meaningful change and create a more structured, client-focused, and collaborative wealth management profession. Membership: Be Part of the Movement Professionals and firms can gain early access to these tools and help shape the future of the profession by becoming members of The UHNW Institute. Membership includes exclusive access to research, thought leadership, peer collaboration, an extensive resource library, and guidance on putting the Institute's frameworks into practice. "We're building something bigger than any one firm or discipline," said Prostano. "Our members are part of an industry-wide movement to define what excellence truly looks like in serving ultra-high net worth families." About the Ultra High Net Worth Institute The Ultra High Net Worth Institute is an independent, nonprofit think tank and learning exchange dedicated to advancing the practice of wealth management for ultra-high net worth individuals and families. By promoting objectivity, collaboration, and innovation, the Institute empowers families and professionals with the frameworks, resources, and research needed to make informed decisions and deliver exceptional service across generations. Learn more at View source version on Contacts Media Contact: Alexa Bartusiak ScullPublic Relations412.519.7265 AJB@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
28-05-2025
- Business
- Business Wire
UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and More
NEW YORK--(BUSINESS WIRE)--The Ultra High Net Worth Institute (UHNW Institute), an independent, nonprofit think tank advancing the practice of wealth management, is putting a stake in the ground: For the first time, well-defined standards and frameworks are bringing structure, clarity, and cohesion to how professionals serve ultra-high net worth (UHNW) individuals and families. 'Without shared language and frameworks, even the most experienced teams struggle to deliver truly integrated wealth management. We're changing that—starting now,' said Steve Prostano, co-founder, chairman and CEO of the UHNW Institute. With the rollout of a series of groundbreaking resources — including the Wealthesaurus, the AIM Framework and more — The UHNW Institute is delivering on its mission to empower UHNW families, educate advisors, and drive meaningful change across the industry. As an independent, objective organization, the Institute offers unbiased guidance and practical tools to elevate how professionals serve clients and how families make informed decisions across generations. The Institute's development and promotion of standards for managing family wealth will help families and firms identify service solutions that effectively align with each family's unique needs and goals. A First for the Industry: Standardizing the Language of Wealth Management Among the Institute's most significant milestones is the debut of its Wealthesaurus, the first-ever standardized glossary of UHNW wealth management terms. By offering clear, consistent definitions across disciplines — from tax and law to philanthropy and family governance —the Wealthesaurus lays the groundwork for stronger communication and alignment between professionals and clients. 'This is about establishing the first industry-wide standards,' said Steve Prostano, co-founder, chairman, and CEO of the UHNW Institute. 'Without shared language and frameworks, even the most experienced teams struggle to deliver truly integrated wealth management. We're changing that—starting now.' The AIM Framework: A New Standard for Delivering Advisory Services The Institute is also launching its AIM Framework — shorthand for the Assessment, Implementation, and Monitoring Framework — the first standardized model for delivering integrated wealth management. This framework provides comprehensive guidelines for how professionals across disciplines can deliver consistent, high-quality advisory services, whether the professionals are independent specialists or part of a multidisciplinary team. It outlines how to structure the advisory process from start to finish, offering a scalable, repeatable approach that elevates services, improves collaboration, and allows firms to grow more strategically. What's Next: A Pipeline of Industry-Changing Tools Building on this momentum, The UHNW Institute will continue rolling out additional groundbreaking tools and resources throughout the coming year. Each is designed to further standardize the industry, enhance transparency, and improve alignment between advisors and the families they serve. These innovations will reinforce the Institute's commitment to drive meaningful change and create a more structured, client-focused, and collaborative wealth management profession. Membership: Be Part of the Movement Professionals and firms can gain early access to these tools and help shape the future of the profession by becoming members of The UHNW Institute. Membership includes exclusive access to research, thought leadership, peer collaboration, an extensive resource library, and guidance on putting the Institute's frameworks into practice. 'We're building something bigger than any one firm or discipline,' said Prostano. 'Our members are part of an industry-wide movement to define what excellence truly looks like in serving ultra-high net worth families.' About the Ultra High Net Worth Institute The Ultra High Net Worth Institute is an independent, nonprofit think tank and learning exchange dedicated to advancing the practice of wealth management for ultra-high net worth individuals and families. By promoting objectivity, collaboration, and innovation, the Institute empowers families and professionals with the frameworks, resources, and research needed to make informed decisions and deliver exceptional service across generations. Learn more at
Associated Press
25-03-2025
- Business
- Associated Press
As UHNW Women's Influence Grows, Matter Family Office is Setting New Standards for Success
Firm Sees Positive Business Outcomes as it Meets the Challenge of the Changing Role of Women in Ultra High Net Worth Families ST. LOUIS, MO / ACCESS Newswire / March 25, 2025 / Women now control 32% of global wealth, yet they remain underrepresented in financial leadership and underserved by traditional family offices. While many firms struggle to adapt, Matter Family Office has led a transformation in wealth management by prioritizing female and all generational leadership, advisor development and specialized learning programs designed for ultra-high-net-worth (UHNW) women for more than two decades. Under the leadership of Managing Partner, Kathy Lintz, Matter Family Office is a rare example of a firm where women thrive at every level-as both advisors and clients. With a workforce that is 50% female, far exceeding the industry average of 18%, the firm has built a model that aligns wealth with legacy, purpose and personal fulfillment. 'Women are not just wealth holders. They are leaders, stewards and visionaries,' said Lintz. 'Matter Family Office is creating a new standard for family offices by ensuring women are at the center of leadership, advisory services and client experience.' Women in Leadership at Matter Family Office Matter Family Office's approach to leadership development has driven growth in assets under management, client retention and employee satisfaction, proving that responding to client trends with tailored programs and knowledgeable advisors who are trained to meet the needs of an increasingly female client base is good for business. The firm's success was highlighted at the 2025 UHNW Institute's Human Capital Practice Management Clinic, where Lintz led a discussion on the importance of combining technical expertise with interpersonal skills-a principle embedded in the firm's approach to advisor training. 'Our advisors are more than technical experts. They are thought partners,' said Courtney Pullen, chief learning officer at Matter Family Office. 'For UHNW women, financial planning is deeply personal. It is about preparing the next generation, maintaining family values and ensuring wealth serves a greater purpose.' Client Learning Programs Designed for UHNW Women and Their Families As more women create, inherit and manage wealth, they are demanding a more personalized and values-driven advisory experience. In particular, women tend to conflate financial security with family security and care. Matter Family Office has developed more than 25 proprietary learning programs designed to help women and their families navigate values-driven financial decision-making with confidence. Learning Programs That Support Women in Wealth Matter Family Office takes a unique approach by encouraging its own advisors to complete these learning programs before offering them to clients, reinforcing a culture of ongoing professional and personal development. 'At Matter Family Office, we 'eat our own cooking,'' said Pullen. 'The tools we offer to families are the same ones we use ourselves. This ensures our advisors are uniquely prepared to serve UHNW women with insight, empathy and expertise.' The Future of Women and Wealth Management Matter Family Office's pioneering model is reshaping the family office industry, ensuring that women-both as clients and advisors-are fully equipped to lead in wealth management. 'Women do not just need financial advisors. They need trusted partners,' said Lintz. 'Matter Family Office is building a wealth management experience where women are at the center of every conversation, strategy and decision.' As the firm expands its influence, its client centered approach proves that elevating women in wealth is not just a competitive advantage-it is the future of family offices. About Matter Family Office Founded in 1990, Matter Family Office is an independent multi-family office that empowers ultra-high-net-worth families to achieve long-term success. Through an integrated, personalized approach to wealth management, Matter serves as a strategic partner, guiding families to navigate wealth complexities, make informed decisions and build enduring legacies. Learn more at Matter Family Office. Advisory services are offered by Matter LLC, dba Matter Family Office, which is a registered investment adviser.' Media Contacts: Tammy Cancela TrizCom PR on behalf of Matter Family Office 972-898-8413 Jo Trizila TrizCom PR on behalf of Matter Family Office 214-232-0078
