The 5th Annual
UHNW Institute Symposium
The Firm of the Future: Living in the Real World – The Toolkit in Action
November 17-18, 2025 | Midtown, NYC
Join us in New York City—or virtually—on November 17–18 for the 2025 UHNW Institute Symposium, where the future of UHNW advisory comes into focus.
Throughout the year we have introduced powerful new frameworks and tools; now, you’ll see them in action. Through interactive sessions and real-world case studies, you’ll discover their practical application and how advisors and firms are implementing these Institute resources to deliver measurable impact for UHNW families.
The Symposium will also feature select sessions for members of our new Single-Family Office Circle, plus an enhanced training program and exclusive networking with leaders shaping the future of wealth management.
Whether you attend in person or virtually, the 2025 Symposium offers members an inside look at how the industry’s most innovative tools are actively moving UHNW advisory forward.
Interested in attending the 2025 Symposium? Join the UHNW Institute to gain access to this event and more!
Schedule of Events
Session details will be added as the event date gets closer.
Monday, Nov. 17
10:15am – 11:00am
Optional Activity: NYC Public Library Tour (23 spots available)
Private docent lead tour of the Stephen A. Schwarzman Building.
NYC Public Library – 476 5th Ave, New York, NY 10018
11:30AM – 1:30PM
Registration
Location:
Paramount Club, 1301 Avenue of the Americas, New York, NY 10019
12:00pm – 1:30pm
(Lunch Provided)
Optional SFO Circle Clinic – Policies and Procedures (SFO Circle Members Exclusive)
Explore core policies and procedures every modern family office should adopt—and how technology, culture, and practical tools can help integrate them into daily operations to reduce risk
12:00pm – 1:30pm
(Lunch Provided)
Optional UHNW Institute Clinic – AI
2:00pm – 3:15pm
Optional Training: Bringing the Firm and the Family Together: Advanced Training on the Ten Domains and the New AIM Framework™
Building upon the fundamental 10 domains training delivered in 2024, attend this interactive training to expand your ten domains knowledge and discover the depth and functionality of the New AIM Framework™.
3:15pm – 3:30pm
Break
3:30pm – 4:30pm
Training Continued
5:00pm – 6:30pm
Welcome Reception
Tuesday, Nov. 18
8:00am – 9:00am
Registration, Breakfast & Networking
Location:
PwC – 300 Madison Ave., New York, NY
9:15am – 10:00am
What the Future Holds
10:00 – 10:30am
Family Assessment Tool & Case Study Introduction
10:30am – 11:15am
The Institute’s Toolkit in Action – Applications for Advisors and Families
11:15-11:30 am
Break
11:30am – 12:30pm
The How of Service Delivery – Case Studies
12:30pm – 1:15pm
Lunch
1:15pm – 2:30pm
Continued: The How of Service Delivery – Case Studies
2:30pm – 2:45pm
Break
2:45pm – 3:45pm
Break-out Sessions
3:45pm – 4:15pm
Break-out Sessions Debrief
4:15pm – 5:15pm
The Integration Spectrum: Key Decisions & Value Drivers in Practice
5:15pm – 5:30pm
Concluding Remarks & What to Expect from The Institute
6:00pm – 9:00pm
Cocktail Reception and Dinner
All Symposium attendees are invited to a cocktail reception followed by dinner at a second location 2 blocks away from the day’s venue.
Speakers and Panelists
Coming Soon!
Symposium Venues
November 17 – Paramount Club
1301 Avenue of the Americas
New York, NY 10019
November 18 – PwC
300 Madison Avenue
New York, NY 10017
About The UHNW Institute
As a nonprofit think tank and learning exchange,
The UHNW Institute is elevating the wealth management industry to a new standard so that families and their advisors can foster prosperous and meaningful relationships from one generation to the next. If you are interested in learning more about membership, please visit our membership page.
