Dear UHNW Institute Members,

We’re thrilled to welcome you back to the 5th Annual UHNW Institute Symposium, The Firm of the Future: Living in the Real World – The Toolkit in Action, on November 17 and 18, 2025, in New York City.

As a result of the work we began as a community at last year’s event, the Institute has introduced powerful new frameworks and tools, and 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. You’ll have the opportunity to weigh in on how we may continue to move the field forward through interactive sessions, real-world case studies, exclusive programming, enhanced training opportunities, unparalleled networking and did we say great food? Always!

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.

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.

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

For new members, veteran colleagues or those contemplating membership, we invite you to explore this video sampling of our Symposium experience and to learn more about the event details or to register, see the 2025 Symposium page here. Members, don’t miss your chance to join us—register soon to reserve your complimentary seat before space fills.

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. Join us November 17–18 for the 2025 UHNW Institute Symposium, and be part of this incredible community that together is transforming how our industry serves the world’s most complex families.

View The Agenda

Thank you!

A special thank-you to our Symposium Educational Partners: Andersen, CIBC, Family Wealth Report, Hercules, Jetty Partners, Key Wealth, Presage Global, PromoShop, PURE, PwC, Strategic Philanthropy & Wealth Matters Consulting  

Explore this theme further with the resources provided below. Interested in becoming a member? Contact us today.

 

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ARTICLES 

Preview: UHNW Institute 2025 Symposium – The Firm of the Future – The Toolkit in Action 

Family Wealth Report / 2025

The UHNW Institute has developed–and continues to develop–new ways to think about and manage clients’ complex private wealth and business needs. The New York City symposium will explore how these tools and approaches apply in real-world situations.

Integrated Wealth Management – A New UHNW Institute White Paper

Family Wealth Report / 2025 

The UHNW Institute has issued a new white paper that looks at what integrated wealth management means, how it can drive profits and what the limits and trade-offs are. We talk to the paper’s authors about why this topic is important for UHNW clients and those serving them.

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WHITE PAPERS/REPORTS

Integrating Wealth Management: Profitability Drivers, Trade-Offs, and Strategic Considerations

Joe Calabrese and Kevin Casey | UHNW Institute | 2025

As client needs evolve and firms strive to deliver more holistic solutions, the need for integration across wealth management is greater than ever. The new white paper, co-authored by Joe Calabrese, COO of Key Wealth, and Kevin Casey, Managing Director at Pathstone Family Office, offers a practical framework for evaluating whether and how to pursue integration. Using real-world examples and a customized DuPont profitability model, the authors explore how integration reshapes firm economics, client relationships, and long-term value creation. 

2024 Symposium Report: The Future of Family Wealth Advising: Positioning Your Firm for Success

UHNW Institute | 2024

This summary report captures the main content of The UHNW Institute’s 2024 Symposium. After a high-level overview of the issues and themes discussed throughout the day, a summary of each session is provided. The resource concludes with a case study of a twenty-year advisor-client relationship, demonstrating how a family’s unique needs over two decades exemplify the Ten Domains of Family Wealth in the real world.

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VIDEO

The 2025 UHNW Institute Symposium Trailer

UHNW Institute | 2025