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Directory · Associations & Networks

UHNW Institute

Nonprofit think tank focused on ultra-high-net-worth families and the advisors who serve them.

Publishes frameworks such as the Ten Domains of Family Wealth.

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Link verified Aug 10, 2026

This profile is informational only — it is not an endorsement, ranking, or recommendation, and this site has no commercial relationship with the organizations listed. Details change; always verify on the official site.

More in Associations & Networks

Campden Wealth

Research and membership organization for family offices and family businesses globally.

 Family Firm Institute (FFI)

Global association for family-enterprise professionals; grants GEN certificates.

 Family Office Exchange (FOX)

Membership network and research organization for family offices and wealthy families.

 Purposeful Planning Institute

Community of advisors focused on the human and purpose side of family wealth transitions.

 STEP (Society of Trust and Estate Practitioners)

Global professional body for trust and estate practitioners; grants the TEP designation.

Family Offices

What Is a Family Office?Do You Need a Family Office?Single Family Office (SFO)Multi-Family Office (MFO)Micro Family OfficeWhat a Family Office CostsWhy Family Offices Exist

Build a Family Office

How to Build a Family Office From the Ground UpStep 3: The Organizational StructureStep 4: Internal vs. Outsourced (Build vs. Buy)The First 90 Days: Turning the Lights OnStep 1: Define the Family Office's PurposeStep 2: Inventory the Family's AssetsStep 5: Hire the Core Team

Investing

How Family Offices InvestDirect InvestingAsset Allocation for Family CapitalThe Investment Policy Statement (IPS)Liquidity, Concentration, and RiskPublic Markets: Equities and Fixed IncomeReal Estate in the Family Portfolio

Operations

Family Office AccountingFamily Office TechnologyFamily Office CybersecurityConsolidated Reporting: One True Net WorthBill Pay, AP, and Financial ControlsFamily Office Software, Category by CategoryBanking, Custody, and Treasury

Governance & Estate

Family GovernanceEstate Planning and Wealth TransferHow Family Offices Manage TaxPhilanthropy and the Family OfficeThe Family ConstitutionSuccession: The Office After the FounderPreparing the Next Generation

Industry

Careers in Family OfficesHow the Family Office Industry Is ChangingFamily Offices and Regulation

Roles & Staffing

Family Office Roles & Staffing, MappedFamily Office CEO / President / Managing DirectorChief Investment Officer (CIO)Portfolio Manager / Investment DirectorAsset Manager (Real Assets)Chief Financial Officer (CFO)Controller

Comparisons

Single vs. Multi-Family OfficeFamily Office vs. Wealth ManagerFamily Office vs. RIAFamily Office vs. Private BankFamily Office vs. Financial AdvisorFamily Office vs. Hedge FundFamily Office vs. Private Equity Firm