Programs and Events

The UHNW Institute offers a dynamic calendar of events designed to foster connection, learning and collaboration among professionals serving ultra-high-net-worth families.

View the Calendar

Signature Events

Signature Events bring members together for learning, collaboration, and connection. Flagship gatherings include The Collegium, Annual Symposium, and Women’s Summit.

Collegium

The Collegium is a focused forum that convenes select leaders for candid peer-to-peer dialogue on practice management, featuring facilitator-led breakouts and collective discussions.

Symposium

The Symposium is a premier two-day forum featuring leading experts and dynamic discussions on the most pressing issues in wealth management. Through panels and collaborative sessions, participants engage in meaningful dialogue and knowledge exchange.

Women’s Summit

The Women’s Leadership Summit is an exclusive event for women advisors, family office executives, and industry professionals shaping the future of family wealth. Designed to inspire and inform, the Summit equips participants with new insights, perspectives, and connections.

Institute Events

Masterclass

A skills-based, virtual course on topics requested by membership, with engaging breakout sessions for hands-on learning.

Clinics

Virtual deep dives meant to explore the group’s priorities among a selected topic, to build new skills and operationalize best practices.

Roundtables

A panel discussion with in-house and outside experts offering real-life expertise and experience, providing attendees with best practices and a valuable learning experience. Discussion includes time for Q&A.

Webinars

Evergreen or timely, virtual panel discussions with experts held periodically to offer expertise and experience, providing attendees with best practices and a valuable learning experience.

Extended Programming

Additional programs presented throughout the year in response to member interests and emerging themes. Offerings include regional networking events, co-hosted collaborations, and partner-led programs.