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X-WR-CALDESC:Events for The UHNW Institute
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DTSTART;TZID=UTC:20260423T153000
DTEND;TZID=UTC:20260423T163000
DTSTAMP:20260422T210200
CREATED:20260422T201928Z
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SUMMARY:Collegium X: Human Capital: Competing Forces: The Challenge of Delivering Integrated Advice in the Era of AI
DESCRIPTION:Join us for our Virtual Collegium X: Human Capital: Competing Forces: The Challenge of Delivering Integrated Advice in the Era of AI. This 90-minute program\, designed for leading minds in practice management\, combines a plenary session with facilitated peer breakout groups to address the most pressing human capital questions facing the industry today. \nWednesday\, April 23\, 2026 | 3:30 PM ET \nTwo forces are reshaping how firms build and deploy their people: surging client demand for integrated advice and the rapid expansion of AI across core work processes. Meeting that demand requires cultivating human capital at scale. Yet as automation takes hold\, the question of how to develop deep\, applied\, client-facing experience becomes increasingly difficult to answer. \nVirtual Collegium X will address these tensions directly: \n\nHow do we cultivate and scale human capital to meet a pronounced and surging demand for integrated advice? What are the implications and opportunities for firms?\nHow does AI intersect with the development of human capital? Is it an asset or an obstacle? How do we cultivate and mentor deep\, applied\, client-facing experience when many work processes are being automated?\n\nThe program will be split equally between a plenary session framed around these questions and facilitated breakout groups. Breakouts will include reporting back and give attendees the opportunity to engage with peers\, discuss what is working and reach a shared understanding of how the industry can rise to the challenge. \nMembers can register to attend in the portal\, here.
URL:https://www.uhnwinstitute.org/events/collegium-x-human-capital-competing-forces-the-challenge-of-delivering-integrated-advice-in-the-era-of-ai/
CATEGORIES:Virtual Collegium
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DTSTART;TZID=UTC:20260512T160000
DTEND;TZID=UTC:20260512T170000
DTSTAMP:20260422T210200
CREATED:20260422T201038Z
LAST-MODIFIED:20260422T201314Z
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SUMMARY:Practice Management Clinic | The Changing Landscape of Family Office Services May 12 | 4:00pm ET
DESCRIPTION:Join us for The UHNW Institute’s next Practice Management Clinic\, The Changing Landscape of Family Office Services\, that focuses on the Service pillar within the Institute’s Building Blocks of Practice Management. This session offers a data-driven view of how family office service offerings are changing\, paired with structured dialogue for attendees to share what they are seeing within their own firms. \nTuesday\, May 12\, 2026 | 4 PM ET \nGuest speakers Meghna Sreenivas and Dhruv Bahl of McKinsey will open the session\, covering: \n\nWhat family office services include and how they are defined\nHow service demands are changing across the industry\nWhere families are directing attention beyond investments\nCurrent client priorities and what is driving them\nAdditional insights from McKinsey\n\nThe session is designed as a collaborative forum\, with time for peer-to-peer exchange among attendees. Member firms are encouraged to extend this invitation to their Heads of Service or those in similar positions within their organizations. \nMembers can register to attend here. \nMeet the speakers:  \n \nDhruv Bahl\nAssociate Partner\nMcKinsey & Co.\nDhruv is an Associate Partner at McKinsey and is one of the leaders of the U.S. Wealth Management & Retirement Practices. He heads our service to a range of wealth managers (including family offices and family office services providers)\, as well as private equity sponsors who invest in wealth management and adjacent businesses.\n\n\n\n\nMeg Sreenivas\nAssociate Partner\nMcKinsey & Co.\nMeg is an Associate Partner at McKinsey and is one of the leaders of the Global Wealth & Asset Management Practice\, working with market leaders in the U.S.\, Europe\, and Asia. She also leads McKinsey work on the UHNW segment\, as well as their relationship with the UHNW Institute.
URL:https://www.uhnwinstitute.org/events/practice-management-clinic-the-changing-landscape-of-family-office-services-may-12-400pm-et/
CATEGORIES:Practice Management Clinic
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BEGIN:VEVENT
DTSTART;TZID=UTC:20260520T173000
DTEND;TZID=UTC:20260520T193000
DTSTAMP:20260422T210200
CREATED:20260422T202822Z
LAST-MODIFIED:20260422T202822Z
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SUMMARY:Save the Date: UHNW Institute Regional Gathering in Washington\, D.C. | May 20
DESCRIPTION:The UHNW Institute and Educational Partner\, DonorsTrust\, invite members in the D.C. area to join us on May 20 for a regional gathering in Washington\, D.C. \nThe evening will open with an interactive discussion on Donor-Advised Funds (DAFs)\, featuring UHNW Institute faculty member\, Lukas Dwelly\, Philanthropic Advisor at DonorsTrust. \nDate: Wednesday\, May 20 \nTime: 5:30-7:30 PM ET \nLocation: Joe’s Seafood\, Prime Steak & Stone Crab\, 750 15th St NW\, Washington\, D.C. \nWe truly appreciate DonorsTrust’s generosity as this event’s educational partner. \nRegister now\, space is limited.
URL:https://www.uhnwinstitute.org/events/save-the-date-uhnw-institute-regional-gathering-in-washington-d-c-may-20/
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BEGIN:VEVENT
DTSTART;TZID=UTC:20260602T160000
DTEND;TZID=UTC:20260602T183000
DTSTAMP:20260422T210200
CREATED:20260422T194330Z
LAST-MODIFIED:20260422T195726Z
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SUMMARY:Save the Date: UHNW Institute Regional Event in Charlotte\, NC | June 2
DESCRIPTION:The UHNW Institute with host and Educational Partner Vanguard invite members in the Charlotte area to join us on June 2 for an evening focused on the Human Side of Governance. \nThe program will feature a moderated panel and member-led tabletop discussions on conflict\, communication\, and continuity\, followed by a networking reception at Vanguard’s Charlotte campus. \nFurther panel information\, including speakers will be announced soon. Date: Tuesday\, June 2 \nTime: 4:00-6:30 PM ET \nLocation: Vanguard Charlotte Campus\, 2450 Governor Hunt Road\, Charlotte\, NC \nWe are grateful to Vanguard for their generosity in hosting this event and supporting the Institute’s community. \nMembers can register in the portal now.
URL:https://www.uhnwinstitute.org/events/save-the-date-uhnw-institute-regional-event-in-charlotte-nc-june-2/
CATEGORIES:Regional Event
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260610
DTEND;VALUE=DATE:20260612
DTSTAMP:20260422T210200
CREATED:20260422T204356Z
LAST-MODIFIED:20260422T204803Z
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SUMMARY:The Women's Leadership Summit
DESCRIPTION:
URL:https://www.uhnwinstitute.org/events/the-womens-leadership-summit/
CATEGORIES:Signature Event
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20261005
DTEND;VALUE=DATE:20261007
DTSTAMP:20260422T210200
CREATED:20260422T203802Z
LAST-MODIFIED:20260422T203802Z
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SUMMARY:The UHNW Institute Collegium
DESCRIPTION:
URL:https://www.uhnwinstitute.org/events/the-uhnw-institute-collegium/
CATEGORIES:Signature Event
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20261116
DTEND;VALUE=DATE:20261118
DTSTAMP:20260422T210200
CREATED:20260422T203951Z
LAST-MODIFIED:20260422T203951Z
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SUMMARY:The UHNW Institute Annual Symposium
DESCRIPTION:
URL:https://www.uhnwinstitute.org/events/the-uhnw-institute-annual-symposium/
CATEGORIES:Signature Event
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