As the UHNW landscape continues to evolve, so too do the operational, strategic, and organizational demands placed on firms and family offices. Ongoing dialogue with members—through conversations, surveys, and program feedback—reinforces a continued desire for deeper, more practical engagement around practice management.
In response, The UHNW Institute is pleased to continue its Practice Management Clinics in 2026. This next series is designed to provide structured yet candid forums where senior leaders can examine specific dimensions of practice management, exchange perspectives with peers, and learn directly from experienced practitioners.
These clinics offer an opportunity to step back from day-to-day demands and focus on how firms are adapting, innovating, and strengthening their internal capabilities.
About the Clinics
Each clinic will center on one of the Building Blocks of Practice Management, combining expert-led insights with facilitated peer discussion. Sessions are intentionally interactive and discussion-driven, allowing participants to share experiences, compare approaches, and explore how others are addressing similar challenges.
Clinics are designed to leave attendees with:
- Practical frameworks and examples
- Exposure to diverse operating models
- Ideas and approaches that can be adapted within their own organizations
Who Should Attend
Practice Management Clinics are open to members of The UHNW Institute and senior leaders within member organizations. Members are encouraged to invite colleagues with meaningful responsibility or expertise related to the clinic topic to participate alongside them.
Format & Logistics
- Five clinics held throughout 2026
- Virtual sessions designed for focused participation
- Each clinic will run approximately 75 minutes
- Registration is required for each individual session
- Registration links will be shared via the Member Portal and member communications
2026 Calendar of Clinics
March 10
Building Block: Human Capital
Title: Growing from Analyst to Partner: Investing in the Human Capital in Your Organization – Cultivating the Non-specialist Skills that Underly Excellence
SME: Kristin Keffeler, MSM, MAPP
May 12
Building Block: Service
June 9
Building Block: Sales & Marketing
September 8
Building Block: Business Management
December 8
Building Block: Technology
If you are interested in learning more about our upcoming Practice Management Clinics or joining The UHNW Institute, please do not hesitate to contact us.
