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X-WR-CALNAME:The UHNW Institute
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X-WR-CALDESC:Events for The UHNW Institute
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20261019
DTEND;VALUE=DATE:20261020
DTSTAMP:20261014T175751
CREATED:20260922T173531Z
LAST-MODIFIED:20260922T174758Z
UID:8406-1792368000-1792454399@www.uhnwinstitute.org
SUMMARY:The Family Wealth Report Family Office Fintech Summit Returns to New York for its Eleventh Year
DESCRIPTION:This in-person event brings together family office leaders\, investors\, wealth managers and technology providers to examine the systems and tools shaping family office operations. The program will include panel discussions\, case studies\, fireside chats and technology demonstrations focused on the practical use of AI\, automation\, data integration\, cybersecurity\, bill pay\, accounting\, reporting and technology selection. \nSessions will also address the questions family offices face as they assess public\, enterprise and private AI tools\, strengthen data governance and determine how their existing systems can work together more effectively. \nWho Should Attend \nThis event is intended for family office professionals\, UHNW individuals\, investors\, wealth managers and advisors. \nLocation: BNY\, 88 Murray Street\, New York\, NY 10007 \nDate: Monday\, October 19\, 2026 \nTime: 8:15 AM to 6 PM ET \nLearn more and register \nUHNW Institute members receive a registration rate of $100. \nFor more information or to inquire about membership with The UHNW Institute\, please contact us.
URL:https://www.uhnwinstitute.org/event/the-family-wealth-report-family-office-fintech-summit-returns-to-new-york-for-its-eleventh-year/
CATEGORIES:Other
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20261019
DTEND;VALUE=DATE:20261024
DTSTAMP:20261014T175751
CREATED:20260819T055139Z
LAST-MODIFIED:20260814T195404Z
UID:7704-1792368000-1792799999@www.uhnwinstitute.org
SUMMARY:Global Family Office Summit at Château d'Hauteville\, Switzerland
DESCRIPTION:Pepperdine University will host the Global Family Office Summit at its Château d’Hauteville campus in Switzerland from October 19-23\, 2026. The UHNW Institute is sharing this invitation-only program with members whose work touches multigenerational family governance and succession. \nThe five-day program moves from private markets and global finance through family governance\, succession planning and trust and philanthropic structures\, closing with a session on advanced strategies and difficult conversations. A guided excursion day to Zermatt\, Grindelwald or Geneva sits at the midpoint of the week. \nSessions cover: \n\nMultigenerational wealth transfer\nTax and jurisdictional planning\nStructuring trusts and philanthropic vehicles\nHealth and wellness programming and relationship-focused sessions (developed with Pepperdine’s Boone Center for the Family)\n\nFull details\, including the agenda\, speakers and application\, are available here. \nApplication deadline is September 15\, 2026.
URL:https://www.uhnwinstitute.org/event/global-family-office-summit-at-chateau-dhauteville-switzerland/
LOCATION:In Person
CATEGORIES:Masterclass
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