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If you wish to cite the Wealthesaurus in Institute or external resources, use the following format:
The UHNW Institute. “Wealthesaurus: a Glossary of Family Wealth Advising Terms,” 2024. https://glossary.uhnwinstitute.org/
Remember that the Wealthesaurus is only currently available to Institute members, so the public will not be able to look at the source citation. Eventually if the Wealthesaurus is publicly available on the web, others may be able to use the glossary.
Welcome to the Wealthesaurus*
A Glossary of Family Wealth Advising Terms
*pronounced: well-thuh-SAWR’-uhs
The Wealthesaurus provides standardized definitions of common and specialized family wealth advising industry terms. By sharing this glossary, we hope to improve communication across the UHNW community.
How to Use the Wealthesaurus