Overview
What is The Uhnw Institute?
The Uhnw Institute, situated in Greenwich, Connecticut, serves as a non-profit think tank. Its primary role is to promote and disseminate high-quality thought leadership and content, focusing on ultra-high net worth (UHNW) families, their family offices, and associated advisors within the industry. By acting as a publisher and curator, the Uhnw Institute aims to contribute valuable insights and resources to this niche field, thereby fostering a more informed and collaborative industry ecosystem.
Official website here: www.uhnwinstitute.org
Is The Uhnw Institute legitimate?
The Uhnw Institute is a legitimate nonprofit organization registered as a 501(c)(3) entity. The Uhnw Institute submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
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Official website here: www.uhnwinstitute.org
What is the mission statement of The Uhnw Institute?
The UHNW Institute serves as a non-profit and independent think tank, focusing primarily on UHNW families, family offices, their advisors, and the related industry. Its mission is to publish and curate distinguished thought leadership and content in this field. The institute acts as a resource, providing exceptional educational support and assistance to this specific sector within the financial industry.
Official website here: www.uhnwinstitute.org
What is the revenue of The Uhnw Institute?
The Uhnw Institute's revenue in 2023 was $655,931.
Official website here: www.uhnwinstitute.org
Who are the executives of The Uhnw Institute and what are their salaries?
There 13 volunteers at The Uhnw Institute.
Here are 13 key members and their salaries:
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Official website here: www.uhnwinstitute.org
Where can I find the form 990 for The Uhnw Institute?
The Uhnw Institute's most recent form 990 was submitted in 2023 and can be accessed here.
Official website here: www.uhnwinstitute.org
Learn more at the official website: www.uhnwinstitute.org
Mission Statement of The Uhnw Institute
The UHNW Institute, functioning as a non-profit and independent think tank, is dedicated to publishing and curating distinguished thought leadership and content. Its focus is on UHNW (Ultra-High Net Worth) families, family offices, their advisors, and the industry as a whole. As a curator, the Institute aims to provide exceptional insights and perspectives, contributing to the collective knowledge and understanding within this specific sector. By operating as a think tank, the UHNW Institute aspires to foster an environment of intellectual curiosity and innovation, ultimately benefiting the UHNW community and its associated professionals.
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Impact
October, 2024
The Uhnw Institute serves as a pivotal think tank for ultra-high-net-worth (UHNW) families and their advisors, exerting significant influence on the financial industry through its comprehensive educational support and resources. By curating exceptional thought leadership, it fosters a deeper understanding of the unique challenges and opportunities faced by UHNW families and family offices.
This organization facilitates meaningful discourse among industry professionals, positioning itself as a trusted source of information and guidance. Its efforts not only enhance the knowledge base within the sector but also contribute to shaping best practices that improve the efficacy of family offices in managing wealth and navigating complex financial landscapes. Ultimately, the Uhnw Institute's impact is marked by its commitment to advancing education and collaboration, empowering families and advisors to make informed decisions that align with their values and objectives.
This information is meant to be a general summary of The Uhnw Institute. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2023.
- Program Service Revenue: $655,931
- Gross Receipts: $655,931
Assets and Liabilities:
- Total Assets: $4,181
- Total Liabilities: $15,000
- Net Assets: -$10,819
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
MEMBERSHIP DUES
Revenue
$558,931
TRAINING FEES
Revenue
$60,000
EVENT SPONSORSHIP AND
Revenue
$37,000
Organization Details
Founding Year
2019
Principal Officer
Stephen Prostano
Website
www.uhnwinstitute.orgNTEE Category
Code: B90 - Education
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