Domain Expertise: For Those Who Seek to Serve Wealth

Advising families of substantial wealth demands a breadth of insight that extends well beyond portfolio construction. Ultra-high-net-worth families face complex, intergenerational challenges involving governance, decision-making, family dynamics, purpose, and legacy—areas that traditional product-centric wealth management often fails to address. In this edited discussion, leaders from The UHNW Institute explain why the Institute was formed and how its work is reshaping advisor education and practice. Dennis Jaffe and Wally Head outline the Institute’s mission, its collaborative “think tank and do tank” approach, and the development of frameworks such as the Ten Domains of Family Wealth—a comprehensive model designed to help advisors build the skills, perspective, and credibility required to serve UHNW families effectively across generations.