THE UHNW INSTITUTE The UHNW Institute operates as a non-profit and independent "Think Tank" - A publisher and curator of exceptional thought leadership and content relating to UHNW families, family offices, their advisors and the industry.
Annual Revenue
$818,581
Known Funders
0
Grants Received
0
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $818,581 | $797,729 | $35,745 |
| 2023 | $655,931 | $630,219 | $14,893 |
| 2022 | $408,583 | $421,707 | $4,181 |
| 2021 | $251,125 | $256,042 | $2,305 |
Top Funders
No funder data available yet for this nonprofit.
Key Personnel
From 2024 IRS 990 filing
STEVE PROSTANO
CHAIRMAN AND PRESIDENT
WALLACE HEAD
TREASURER
JAMIE MCLAUGHLIN
SECRETARY
JOE CALABRESE
DIRECTOR
BILL WOODSON
DIRECTOR
MICHAEL ZEUNER
DIRECTOR
JIM GRUBMAN
DIRECTOR
DENNIS JAFFE
DIRECTOR
KATHY LINTZ
DIRECTOR
LINDA MACK
DIRECTOR
Showing 10 of 13 key personnel.
Frequently Asked Questions
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