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X-WR-CALDESC:Events for The UHNW Institute
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260908
DTEND;VALUE=DATE:20260909
DTSTAMP:20260907T121058
CREATED:20260806T181050Z
LAST-MODIFIED:20260827T200311Z
UID:7984-1788825600-1788911999@www.uhnwinstitute.org
SUMMARY:Practice Management Clinic: Business Management KPIs\, How to Measure for Success
DESCRIPTION:On Tuesday\, September 8 at 4:00pm ET\, The UHNW Institute will host its next Practice Management Clinic\, KPIs: How to Measure for Success\, focused on the Business Management pillar of the Institute’s Building Blocks of Practice Management. \nIn this interactive session\, Peter Kim will lead a candid conversation with Rebekah Kohmescher and David Salsburg about how their firms put KPIs to work. The panel will unpack how each firm leverages KPIs\, how they measure them and where there is still work to be done. \nThe format balances panel discussion\, polling questions and breakout groups\, so every attendee has the opportunity to engage and leave with actionable takeaways. \nLearn more about our Practice Management Clinics here. \nMeet the Speakers \nPeter Kim\nChief Operating Officer\, General Counsel & Chief Compliance Officer\nChilton Trust\nBio LinkedIn \nRebekah Kohmescher\nChief Executive Officer and Founding Partner\nAltair Advisers\nBio LinkedIn \nDavid Salsburg\nFounder & President\nGresham Partners\, LLC\nBio LinkedIn
URL:https://www.uhnwinstitute.org/event/practice-management-clinic-business-management-kpis-how-to-measure-for-success/
LOCATION:Zoom
CATEGORIES:Practice Management Clinic
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260909
DTEND;VALUE=DATE:20260910
DTSTAMP:20260907T121058
CREATED:20260820T062130Z
LAST-MODIFIED:20260818T162524Z
UID:8036-1788912000-1788998399@www.uhnwinstitute.org
SUMMARY:SFO Circle Webinar: The Challenges and Opportunities of Aging
DESCRIPTION:As families live longer\, the role of the family office continues to evolve. The conversations are no longer only about wealth transfer. They now center on aging\, health\, decision-making\, caregiving and helping families navigate life’s transitions with confidence and dignity. \nJoin The UHNW Institute on September 9 for an SFO Circle webinar featuring Dr. Zachary Faas\, Vice President\, Client Advisory & Consulting at Intent Clinical for an interactive discussion on The Challenges and Opportunities of Aging through an ultra-high-net-worth lens. \nTogether we’ll explore: \n\nThe emerging challenges associated with aging\nFamily dynamics and difficult conversations\nCapacity\, decision-making and key transition points\nHow family offices can help support longevity\, wellbeing and fulfillment in later years\n\nThe session will include an expert presentation\, interactive case studies and a live Q&A designed specifically for the single family office community. \nSeptember 9\, 2026 · 12:00–1:00 p.m. ET \nThis promises to be a thoughtful and practical conversation on one of the most important issues facing families today. Please note\, this session is for single family office executives only. To apply to attend\, please email koliveri@uhnwinstitute.org.
URL:https://www.uhnwinstitute.org/event/sfo-circle-webinar-the-challenges-and-opportunities-of-aging/
LOCATION:Zoom
CATEGORIES:SFO
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260917
DTEND;VALUE=DATE:20260918
DTSTAMP:20260907T121058
CREATED:20260625T152408Z
LAST-MODIFIED:20260625T152507Z
UID:7880-1789603200-1789689599@www.uhnwinstitute.org
SUMMARY:The UHNW Institute Book Club — September 2026
DESCRIPTION:The UHNW Institute’s Book Club offers members a facilitated yet informal space to explore thought-provoking books and exchange perspectives with peers across disciplines. The book club will explore timely ideas with a network of fellow professionals. Designed for those who value thoughtful dialogue\, reflection\, discussion and cross-domain learning. \nThis session will focus on Four Thousand Weeks: Time Management for Mortals by Oliver Burkeman. (Members should ensure they secure their own copy of the book.) The discussion will be co-led by Tara Kehoe\, the Institute’s Librarian\, alongside Laura Harris\, Managing Director\, Private Family Office. \nSign up to attend the session that best fits with your availability (it will be repeated). \nDate: Thursday\, September 17\, 2026 \nLocation: Zoom \nDuration: 1 hour \nTime(s): 12-1 PM (ET) Or 4-5 PM (ET) \nRegister here. https://uhnwinstitutelibrary.org/event/bookclub_2026/  \nFor any questions\, please reach out to tkehoe@uhnwinstitute.org.
URL:https://www.uhnwinstitute.org/event/the-uhnw-institute-book-club-september-2026/
LOCATION:Zoom
CATEGORIES:Study Group
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260924
DTEND;VALUE=DATE:20260925
DTSTAMP:20260907T121058
CREATED:20260713T210044Z
LAST-MODIFIED:20260713T210522Z
UID:7923-1790208000-1790294399@www.uhnwinstitute.org
SUMMARY:The UHNW Institute's Inaugural European Conference: Transforming Wealth Management Through Global Collaboration
DESCRIPTION:The UHNW Institute’s first European Conference is taking place this fall at the Saïd Business School\, University of Oxford.   \nAs wealth becomes increasingly international and the needs of ultra-high-net-worth families shift\, working across borders requires a different level of shared expertise. This exclusive gathering brings together leading advisors\, family office executives and senior industry professionals from across Europe to look at the future of wealth through a global lens.  \n Attendees will gain insights into emerging trends\, family dynamics and succession planning\, cross-border deal-making\, and the latest thinking\, models\, and resources from the UHNW Institute shaping the profession. \nEvent Details:  \n\nDate: Thursday\, 24 September 2026 \n\n\nLocation: Saïd Business School\, University of Oxford | Oxford\, England \n\nAccommodations:  A conference rate at The Store Hotel will be made available to regsitered attendees  \nOptional Experience: A special guided tour of Oxford will also be made available to registered attendees.A detailed agenda with session descriptions will be available soon. Members can register here: https://uhnwinstitutelibrary.org/event/inauguraleuropeanoxfordconference/  \nIf you are interested in membership and attending this event\, contact us here.   \nFeatured Speakers Include:  \n  \n \nJennifer East   \nFounder\, ONIDA Family Advisors  \nInternational Advisory Board\, The UHNW Institute   \nLinkedIn | Bio  \n  \n  \nAlexander Fellowes   \nPartner\, Spencer House Partners  \nLinkedIn | Bio  \n  \n \nRhian Anwen-Hamill  \nManaging Partner\, RAH Partners   \nDirector of Family Enterprise\, London Business School  \nLinkedIn | Bio  \n  \n  \nRuss Haworth   \nHead of Family Governance\, Transition & the Next Generation   \nCharles Park Family Office  \nAdvisory Board\, The UHNW Institute  \nLinkedIn | Bio  \n  \n \nChristian Kent   \nPartner  \nArdea Partners International LLP  \nLinkedIn | Bio  \n  \n  \nFarah Khushabi   \nDirector of Psychology  \nDallington Associates  \nLinkedIn | Bio  \n  \n \n Bridget Kustin   \nSenior Research Fellow\, Saïd Business School   \nDirector\, Ownership Project  \nLinkedIn | Bio  \n  \n \nJamie McLaughlin   \nFounder & CEO\, J.H. McLaughlin & Co.  \nBoard of Directors\, The UHNW Institute  \nLinkedIn | Bio  \n  \n \nTom McCullough   \nPartner  \nCorient  \nHead of Thought Leadership and Strategy\, The UHNW Institute  \nLinkedIn | Bio  \n  \n \nLudovic Phalippou   \nProfessor of Financial Economics  \nSaïd Business School  \nLinkedIn | Bio  \n  \n  \nGregg Robins   \nFounder\, Robins Advising   \nInternational Advisory Board\, The UHNW Institute  \nDean’s Fellow\, Saïd Business School  \nLinkedIn   \n  \n \nLaurent Roux   \nCEO & Founder\, Gallatin Wealth Management   \nChair of the International Advisory Board\, The UHNW Institute   \nLinkedIn | Bio  \n  \n \nSamie Zare   \nManaging Director\, EMEA FIG  \nJefferies  \nLinkedIn   \nWith special thanks to our partners: PURE Insurance (Educational Partner)\, WealthBriefing (Media Partner) and Oxford Saïd School of Business (Host/Venue Partner). 
URL:https://www.uhnwinstitute.org/event/the-uhnw-institutes-inaugural-european-conference-transforming-wealth-management-through-global-collaboration/
LOCATION:Saïd Business School\, University of Oxford | Oxford\, England
CATEGORIES:Other,Regional Event
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20261005
DTEND;VALUE=DATE:20261007
DTSTAMP:20260907T121058
CREATED:20260422T203802Z
LAST-MODIFIED:20260506T194728Z
UID:7325-1791158400-1791331199@www.uhnwinstitute.org
SUMMARY:The UHNW Institute Collegium
DESCRIPTION:
URL:https://www.uhnwinstitute.org/event/the-uhnw-institute-collegium/
CATEGORIES:Hide Link,Signature Event
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20261019
DTEND;VALUE=DATE:20261024
DTSTAMP:20260907T121058
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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BEGIN:VEVENT
DTSTART;VALUE=DATE:20261111
DTEND;VALUE=DATE:20261114
DTSTAMP:20260907T121058
CREATED:20260715T154127Z
LAST-MODIFIED:20260715T154127Z
UID:7947-1794355200-1794614399@www.uhnwinstitute.org
SUMMARY:Cambridge Masterclass for Senior Advisors: Collaborating with an Evolving Family Enterprise
DESCRIPTION: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. \nThe 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. \nThe 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. \nWhat You’ll Explore \nThe program focuses on practical\, real-world application\, offering deep insight into both the emotional and structural realities of senior advisory work: \n\nBuilding the skills to see the big picture by understanding both the structural setups and the human elements affecting decision-making.\nDeveloping ways to act with clear intention\, precision and healthy professional boundaries within highly charged family systems.\nMoving 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.\nLearning through interactive discussions and shared experiences with an intimate\, highly vetted group of fellow senior advisors facing similar client complexities.\n\nEvent Details: \n\nDates: Wednesday\, November 11 – Friday\, November 13\, 2026\nLocation: 124 on Queen | Niagara-on-the-Lake\, ON\nCapacity: 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.\n\nPlease note: There is no reduced fee for Institute members for this Cambridge Forums initiative. \nTo 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. \n  \nMeet the Faculty: \n \nStefan O. Erasmus \nAdvisor to Families of Wealth \nFormer CEO of a major Single Family Office \nLinkedIn | Bio \n  \n \nDr. James Grubman \nFamily Wealth Consultant \nAuthor of Strangers in Paradise & Co-Author of Wealth 3.0 \nLinkedIn | Bio \n  \n \nTom McCullough \nFounder & Chairman \nNorthwood Family Office \nLinkedIn | Bio
URL:https://www.uhnwinstitute.org/event/cambridge-masterclass-for-senior-advisors-collaborating-with-an-evolving-family-enterprise/
CATEGORIES:Other,Regional Event
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20261116
DTEND;VALUE=DATE:20261118
DTSTAMP:20260907T121058
CREATED:20260422T203951Z
LAST-MODIFIED:20260506T194723Z
UID:7326-1794787200-1794959999@www.uhnwinstitute.org
SUMMARY:The UHNW Institute Annual Symposium
DESCRIPTION:
URL:https://www.uhnwinstitute.org/event/the-uhnw-institute-annual-symposium/
CATEGORIES:Hide Link,Signature Event
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