As ultra-high-net-worth families shift from founder-led decision-making to multi-generational leadership, advisors have to change how they operate. Technical expertise is only part of the equation; the real test is how well you understand the family’s changing human and organizational dynamics.
The UHNW Institute has collaborated with Cambridge Forums, a global professional development firm that manages a series of private, single family office communities across the Americas, Europe and Asia, on the Cambridge Masterclass for Senior Advisors: Collaborating with an Evolving Family Enterprise, a program developed with Dr. Jim Grubman, UHNWI Board of Directors – Emeritus, leading wealth psychologist and author of Strangers in Paradise and co-author of Wealth 3.0.
The curriculum was shaped by real conversations within the Cambridge family office community and developed in collaboration with The UHNW Institute. The program is built entirely around the lifecycle of the family enterprise, helping participants identify exactly how to contribute within a complex, integrated system.
What You’ll Explore
The program focuses on practical, real-world application, offering deep insight into both the emotional and structural realities of senior advisory work:
- Building the skills to see the big picture by understanding both the structural setups and the human elements affecting decision-making.
- Developing ways to act with clear intention, precision and healthy professional boundaries within highly charged family systems.
- Moving from a reactive stance to a trusted relationship where you can anticipate what a family will need as their wealth and relationships grow more complex over generations.
- Learning through interactive discussions and shared experiences with an intimate, highly vetted group of fellow senior advisors facing similar client complexities.
Event Details:
- Dates: Wednesday, November 11 – Friday, November 13, 2026
- Location: 124 on Queen | Niagara-on-the-Lake, ON
- Capacity: Strictly limited to 24 participants, with a maximum of two per organization, to ensure diverse perspectives and strong cohort engagement. Participants are selected from the Cambridge community and approved by the Faculty Chair and Program Director.
Please note: There is no reduced fee for Institute members for this Cambridge Forums initiative.
To learn more or apply to attend, click here or reach out directly to Mike Howe, Director of Family Office Learning Programs, at mhowe@cambridgeforums.com.
Meet the Faculty:
Stefan O. Erasmus
Advisor to Families of Wealth
Former CEO of a major Single Family Office
Dr. James Grubman
Family Wealth Consultant
Author of Strangers in Paradise & Co-Author of Wealth 3.0
Tom McCullough
Founder & Chairman
Northwood Family Office