The Ultra High Net Worth (UHNW) Institute has launched the Single Family Office (SFO) Circle, a global community aimed at providing support for SFO professionals.

The think tank said the new offering would support and empower operational professionals with thought leadership, peer learning, and curated experiences.

It highlighted that the ever-growing range of financial technology and advisory choices, smaller teams, and rising UHNW family expectations were putting greater operational pressure on SFO professionals.

These professionals are increasingly addressing a range of short- and long-term issues due to the unique family structure they support, including succession planning, operational and technology concerns, cybersecurity protection, generational wealth transfer, and market uncertainty.

SFO Circle’s offering includes thought leadership and tools, with curated content, case studies, a resource library and practice management pillars, and peer community and knowledge sharing through forums, meetups, and clinics.

It also has interactive clinics, study groups, and roundtables, member access and events, talent development pathways, and advisory and training support.

“We are proud to offer access to exclusive content and practice management thought leadership, programming, and training made available with distinguished faculty and experts across the wealth management spectrum,” UHNW Institute co-founder, chair, and CEO, Steve Prostano.

“The ultimate mission of this new offering is to provide an intellectual framework and shared understanding of how SFOs operate and evolve with education and peer to peer learning at the core of the SFO Circle.”

Wealth management journalist, Kristen Oliveri, has joined the UHNW to spearhead the SFO Circle as the UHNW Institute senior family office adviser and SFO Executive Adviser Board co-chair.

“We began exploring the SFO Circle offering over two years ago, connecting with SFO leaders to learn more about where and how the UHNW Institute could provide value to professionalise, future-proof, and align their office operations,” Oliveri said.

“We heard clearly they wanted value-added content that was relevant, actionable, and objective. Additionally, we believe we can provide support and guidance around many of their operational needs, which we identify in our practice management pillars, as infrastructure/operations, talent, stakeholders, and principal services.”

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