UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and More

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 www.uhnwinstitute.org.

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“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.