2025 Symposium
The 5th Annual
UHNW Institute Symposium
The Firm of the Future: Living in the Real World – The Toolkit in Action
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November 17-18, 2025 | New York City
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.
If you have any questions about the Symposium, please refer to the email that was sent with all event details. If you did not receive it, feel free to contact Chloe at cevans@UHNWInstitute.org or 720.447.1795
Interested in attending the 2025 Symposium? Join the UHNW Institute to gain access to this event and more!
Schedule of Events
Monday, Nov. 17
10:15am – 11:00am
Optional Activity: NYC Public Library Tour (FULL)
Private docent-led 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)
12:00pm – 1:30pm
(Lunch Provided)
Optional UHNW Institute Clinic – An AI Lab: Practical Innovation for Wealth Management.
2:00pm – 3:15pm
Optional Training: Bringing the Firm and the Family Together: Advanced Training on the Ten Domains and 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 – 8:45am
Registration, Breakfast & Networking
Location: PwC – 300 Madison Ave., New York, NY
8:45am – 9:00am
Welcome & Introduction
9:00m – 9:40am
Setting the Stage: Audience Expectations and Emerging Leader Perspectives
9:40am – 10:25am
The Ten Domains Family Needs Assessment: Starting the Conversation
10:25– 10:40am
Break
10:40am – 11:40am
The Institute’s Toolkit in Action – Applications for Advisors and Families
11:40am – 12:45pm
Real-world Service Delivery Models for Integrated Advice: Panel 1
12:45pm – 1:30pm
Lunch & Networking
1:30pm – 2:30pm
Real-world Service Delivery Models for Integrated Advice: Panel 2
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 – 7:00pm
Cocktail Reception
All Symposium attendees are invited to a cocktail reception and dinner at Bryant Park Grill.
7:00pm – 9:00pm
Closing Dinner
Speakers and Panelists
Joe Calabrese
Executive Vice President & Chief Operating Officer
Key Wealth
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Kevin Casey
Managing Director, Corporate Development & Strategy
Pathstone
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Amy Hart Clyne
Chief Knowledge &
Learning Officer
Pitcairn
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Alexys Febonio
Wealth Planner & Associate Director
Ballentine Partners
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Jim Grubman
Founder
Family Wealth Consulting
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William Hedden
Partner and Chief Operating Officer Summit Rock Advisors
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Wally Head
Founder & Principal
Personal Fiduciary Advisors, LLC
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Luk Jernagan
Managing Director of Family Learning
Matter Family Office
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Richard Joyner
Managing Director
AlTi Tiedemann Global
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Kim Kamin
Partner and Chief Wealth Strategist
Gresham Partners LLC
Kristin Keffeler
Chief Learning Officer
Johnson Financial Group
Angelique LeDoux
Managing Editor
The UHNW Institute
Kathy Lintz
Partner & Managing Member
Matter Family Office
Eugene Lipitz
CEO
Single Family Office
Tom McCullough
Founder & Chairman
Northwood Family Office
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Thom Melcher
Managing Director &
Director of Private Wealth
Glenmede
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Kevin Moran
President &
Chief Operating Officer
AlTi Tiedemann Global
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Tania Neild
Founder
InfoGrate
Kristen Oliveri
Senior Family Office Advisor
The UHNW Institute
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Lauren Phillips
Director, Family Enterprise
Advisory
Services, PwC
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Stephen Prostano
Chairman of Board
The UHNW Institute
Meredith Straight
Junior Member and Consultant
Renkert Thomas Consulting
Charlie Willhoit
Founder
IWP
Michael Zeuner
Managing Partner
WE Family Offices
Read Bio
View Highlights from our 2024 symposium
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
2025 Symposium Educational Partners
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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.