The 5th Annual UHNW Institute Symposium, The Firm of the Future: Living in the Real World – The Toolkit in Action, will be held November 17–18, 2025, in New York City.

This year’s event will bring together respected leaders and practitioners from across the family wealth field to demonstrate how the Institute’s frameworks and resources are being applied in practice to strengthen advisory effectiveness and client outcomes.

We’re honored to feature an exceptional lineup of speakers whose experience spans advisory, governance, family dynamics, and enterprise management. Together, they represent the depth and breadth of expertise shaping the future of UHNW advisory. See the full list and learn about their experience here.