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X-WR-CALDESC:Events for The UHNW Institute
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20261026
DTEND;VALUE=DATE:20261027
DTSTAMP:20261014T203427
CREATED:20260930T134724Z
LAST-MODIFIED:20260930T135556Z
UID:8422-1792972800-1793059199@www.uhnwinstitute.org
SUMMARY:October Roundtable: Investment Migration: Cross-Border Tax and Legal Considerations for U.S. and International Families
DESCRIPTION:Members can register in the portal here. \nFor many UHNW families\, decisions about where family members live\, work\, study\, invest and retire now extend across borders. As families consider alternative residence or citizenship rights through investment or ancestry\, these decisions require careful attention to tax\, legal\, estate planning and structuring matters. \nAt the Institute’s October Virtual Roundtable\, Judi Galst\, Managing Director\, Private Clients at Henley & Partners\, will moderate a discussion on investment migration and the considerations facing families with ties to the United States and other countries. \nMeet the Speakers:  \nModerator \n \nJudi Galst \nManaging Director\, Private Clients \nHenley & Partners \nLinkedIn \n  \nPanelists \n \nAmanda Andrews \nAdvanced Planning & Family Office Practice Group \nHandler Law \nLinkedIn | Bio \n  \n \nLucy Lee \nManaging Partner \nCitrin Cooperman Advisors\, LLC \nLinkedIn | Bio \n  \n \nTracy Lewis \nConsultant \nManaging Member\, FStop Capital \nLinkedIn \nFeatured Panelist \n \nKim Kamin \nPartner and Chief Wealth Strategist \nGresham Partners \nChair\, Estate Planning & Legal Issues Domain\, The UHNW Institute \nLinkedIn | Bio
URL:https://www.uhnwinstitute.org/event/october-roundtable-2026/
CATEGORIES:Other,Regional Event
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20261019
DTEND;VALUE=DATE:20261024
DTSTAMP:20261014T203427
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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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20261019
DTEND;VALUE=DATE:20261020
DTSTAMP:20261014T203427
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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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20261008
DTEND;VALUE=DATE:20261009
DTSTAMP:20261014T203427
CREATED:20260915T222054Z
LAST-MODIFIED:20260915T222338Z
UID:8233-1791417600-1791503999@www.uhnwinstitute.org
SUMMARY:October Masterclass — Governance Over Generations: Experiences of Two Large\, Hundred-Year Families on Sustaining Long-Term Governance
DESCRIPTION:As families grow across generations\, governance must account for a broader range of family members\, leadership needs and shared responsibilities. This October Masterclass\, the second session in the series\, examines how two long-established families have adapted their governance practices as their enterprises\, family networks and circumstances have changed over time. \nBoth families are geographically dispersed\, have sold several operating businesses and now function as extended family communities with hundreds of members. Their experience offers a practical view of how governance can support family connection and shared responsibility long after the founding generation. \nDuring the masterclass\, Langdon Evans and Isabel Carvajal Sardi will share examples from their own families. Dennis Jaffe will moderate the discussion. \nWhat You’ll Explore \nThe session will examine how large\, multigenerational families address the demands of governance over time. \nYou’ll hear about: \n\nEngaging rising generations in family governance and shared responsibility\nDeveloping leaders and preparing family members for new roles\nResponding to crises within a large and dispersed family network\nPassing responsibility from one generation to the next\nSupporting the individual life goals of family members while maintaining family connection and a shared enterprise\nGovernance structures and practices that have changed as the family community has grown\n\nMembers can register here \nMeet the Speakers: \nModerator: \nDennis T. Jaffe\, Ph.D. \nSenior Researcher and Author \nBanyanGlobal Family Wealth Advisors \nLinkedIn | Bio \n  \nLangdon Evans \nDirector\, Family & Private Wealth \nPwC \nLinkedIn \n  \nIsabel Carvajal Sardi \nMember\, Governing Council \nCarvajal Family Council
URL:https://www.uhnwinstitute.org/event/october-masterclass-governance-over-generations-experiences-of-two-large-hundred-year-families-on-sustaining-long-term-governance/
CATEGORIES:Masterclass
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20261005
DTEND;VALUE=DATE:20261007
DTSTAMP:20261014T203427
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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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260924
DTEND;VALUE=DATE:20260925
DTSTAMP:20261014T203427
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:20260917
DTEND;VALUE=DATE:20260918
DTSTAMP:20261014T203427
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:20260909
DTEND;VALUE=DATE:20260910
DTSTAMP:20261014T203427
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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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260908
DTEND;VALUE=DATE:20260909
DTSTAMP:20261014T203427
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:20260728
DTEND;VALUE=DATE:20260729
DTSTAMP:20261014T203427
CREATED:20260623T183743Z
LAST-MODIFIED:20260623T184120Z
UID:7705-1785196800-1785283199@www.uhnwinstitute.org
SUMMARY:The UHNW Institute Takes an International Look at  Philanthropy With a Conversation About Family Philanthropy in Australia
DESCRIPTION:The Australian chapter of The UHNW Institute\, in partnership with host Commonwealth Bank of Australia\, convenes on July 28 to examine family philanthropy—specifically\, how families structure giving to align values\, legacy and impact across generations. \nHosted by David Werdiger\,  a UHNW Institute International Advisory Board Champion (Australia) and faculty member\, the discussion brings advisors and family office leaders together to address the questions that shape whether giving becomes transformative for the family itself or remains transactional: \n\nHow do structured giving approaches differ from annual donations in shaping legacy\, client retention\, and family engagement?\nHow does philanthropy function differently when it operates within families versus institutions?\nHow do families navigate these conversations with honesty and clarity?\n\nEvent Details \nTuesday\, July 28\, 2026 \n3:00 PM AEST arrival (3:30 PM start) to 5:00 PM AEST\, followed by drinks \nMelbourne: Level 1\, 435 Bourke Street\, Melbourne \nSydney: Commonwealth Bank Place – South Building\, 11 Harbour Street\, Sydney \nOnline: Commonwealth will provide an online link shortly before the event to registered attendees. \nUHNW Institute members in Sydney or Melbourne are welcome to attend in person. Members outside these cities may join online live\, or watch the event recording after the fact. If you know colleagues in Australia who would benefit from the Institute’s work\, contact Cevans@uhnwinstitute.org. \nRegister \n  \n \nDavid Werdiger \nDirector\, Nathanson Pearson \nFounder\, The Power of Pause Institute \nLinkedIn | Bio \n  \n \nJosephine Hanna \nNational Head of Ultra High Net Wealth \nCommonwealth Bank of Australia \nLinkedIn \n  \n \nAndrea Morris \nExecutive Manager\, Foundation and Philanthropy \nEmmy Monash \nLinkedIn \n  \n \nPeter Winneke \nAdvisor and Author of Give While You Live \nLinkedIn | Bio
URL:https://www.uhnwinstitute.org/event/the-uhnw-institute-takes-an-international-look-at-philanthropy-with-a-conversation-about-family-philanthropy-in-australia/
LOCATION:In Person
CATEGORIES:Other
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260716
DTEND;VALUE=DATE:20260717
DTSTAMP:20261014T203427
CREATED:20260623T164626Z
LAST-MODIFIED:20260630T152716Z
UID:7701-1784160000-1784246399@www.uhnwinstitute.org
SUMMARY:The UHNW Institute Collaborates with Trusts & Estates for the 46th Annual Planning for Large Estates Program
DESCRIPTION:For more than four decades\, the Annual Planning for Large Estates Program has set the standard for advanced estate and wealth transfer education. Now in its 46th year\, the program continues its legacy of providing sophisticated guidance to attorneys\, trust officers\, accountants\, family office executives and other advisors managing ultra-high-net-worth clients and multigenerational families. \nThis summer\, The UHNW Institute is collaborating as an educational partner along with Gresham Partners LLC\, and Gordon\, Fournaris & Mammarella\, P.A. with host Trusts & Estates magazine to present the 2026 program. The series expands to a three-part virtual format\, allowing professionals to engage more deeply with today’s most pressing wealth planning issues. \nThe 2026 program will be co-chaired by Kim Kamin and Michael Gordon\, who are leading the event for the third consecutive year. A distinguished faculty of nationally recognized ACTEC Fellows will deliver concrete frameworks and practical strategies across six focused sessions. The 2026 program will be presented as a three-part virtual series on consecutive Thursday afternoons in July on July 16th\, July 23rd and July 30th. \nTo learn more about the program history and educational partners\, read the full press release here. \nTo learn more about each session\, click here. This event is free to attend.
URL:https://www.uhnwinstitute.org/event/the-uhnw-institute-collaborates-with-trusts-estates-for-the-46th-annual-planning-for-large-estates-program/
LOCATION:In Person
CATEGORIES:Other
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260709
DTEND;VALUE=DATE:20260710
DTSTAMP:20261014T203427
CREATED:20260622T221729Z
LAST-MODIFIED:20260622T222457Z
UID:7667-1783555200-1783641599@www.uhnwinstitute.org
SUMMARY:July Masterclass: The Awakening of Family Governance: Evolution of Family Enterprise After the Founder
DESCRIPTION:As families move from founder-led to multi-generational leadership\, governance shifts from informal decision-making to structured collaboration. This July Masterclass explores what families actually need to build governance that works and how advisors can guide that evolution. \nMany families discover that legal documents and financial structures alone don’t solve the real challenges of shared decision-making. True governance is an ecosystem: agreements\, policies\, structures\, events and practices that work together to let the family function as a thriving community. Building this ecosystem is fundamentally different from the informal\, paternalistic model that worked when one founder made the decisions. \nDuring the masterclass\, Dennis Jaffe\, Rebecca Meyer and Pat Armstrong will examine the triggers that prompt families to formalize governance\, what an operating governance system actually looks like and how advisors support families through this transition. \nWhat You’ll Explore \nThe session addresses the practical questions advisors encounter: What signals that a family needs structured governance? How does governance mature across generations? And what first steps create early wins without over-engineering? \nYou’ll work through: \n\nWhy second-generation families pursue formal governance\, and why this is a different need than their founding generation had\nThe guiding principles that shape effective family governance: meaningful\, inclusive\, flexible\, fair and fit-to-purpose\nThe core elements families need: values\, decision-making structures\, communication practices\, conflict resolution approaches and policies around wealth and employment\nHow families actually get started\, including real examples of the triggers\, first meetings and early decisions that build momentum\nHow to engage the rising generation as builders\, not just participants\, in the governance work\n\nThe session is interactive\, with polling questions and time to discuss how these frameworks apply to the families you advise. \nMembers can register here. \nMeet the Facilitators: \n \nDennis T. Jaffe\, Ph.D. \nSenior Researcher and Author \nBanyanGlobal Family Wealth Advisors \nLinkedIn | Bio \n  \n \nRebecca Meyer \nPartner \nRelative Solutions \nLinkedIn | Bio \n  \n \nPat Armstrong \nFamily Wealth Consultant \nFamily Leadership Development \nLinkedIn | Bio
URL:https://www.uhnwinstitute.org/event/july-masterclass-the-awakening-of-family-governance-evolution-of-family-enterprise-after-the-founder/
LOCATION:In Person
CATEGORIES:Masterclass
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260611
DTEND;VALUE=DATE:20260612
DTSTAMP:20261014T203427
CREATED:20260506T204534Z
LAST-MODIFIED:20260517T012432Z
UID:7493-1781136000-1781222399@www.uhnwinstitute.org
SUMMARY:Family Wealth Report Family Office Cybersecurity Forum 2026
DESCRIPTION:The Family Wealth Report Family Office Cybersecurity Forum takes place on Thursday\, June 11\, 2026\, at BNY’s offices in New York City. The program brings together family office principals\, CIOs and security professionals for a focused examination of the cyber threats targeting private wealth and the policies\, processes and technologies designed to defend against them. \nThe agenda addresses four areas: \n\nSocial engineering and ransomware tactics aimed specifically at HNW individuals and their staff\nDue diligence frameworks for evaluating vendors\, external managers\, custodians and fintech partners\nFamily cybersecurity governance\, including policy development\, staff training and incident response\nBest practices for deploying security tools across endpoint protection and cloud architecture\n\nUHNW Institute members receive complimentary attendance. Learn More here. \nWho Should Attend? \nThis forum is designed for family office principals\, CIOs and security professionals with direct responsibility for protecting private wealth\, including the assets\, privacy and reputation of the families and institutions they serve.
URL:https://www.uhnwinstitute.org/event/family-wealth-report-family-office-cybersecurity-forum-2026/
LOCATION:BNY\, 88 Murray St.\, New York\, NY 10007
CATEGORIES:Other
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260610
DTEND;VALUE=DATE:20260612
DTSTAMP:20261014T203427
CREATED:20260422T204356Z
LAST-MODIFIED:20260624T160307Z
UID:7327-1781049600-1781222399@www.uhnwinstitute.org
SUMMARY:The Women's Leadership Summit
DESCRIPTION:
URL:https://www.uhnwinstitute.org/event/the-womens-leadership-summit/
LOCATION:Palm Beach
CATEGORIES:Signature Event
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260609
DTEND;VALUE=DATE:20260610
DTSTAMP:20261014T203427
CREATED:20260514T205103Z
LAST-MODIFIED:20260517T012844Z
UID:7547-1780963200-1781049599@www.uhnwinstitute.org
SUMMARY:June PM Clinic – From SEO to AEO: How AI is Reshaping Marketing
DESCRIPTION:On June 9 at 4:00pm ET\, the UHNW Institute will host its next Practice Management Clinic\, “From SEO to AEO: How AI is Reshaping Marketing\,” focusing on the Sales and Marketing pillar of the Institute’s Building Blocks of Practice Management. \nLed by the expert panel of Liz Fritz and Rosemary Denney and facilitated by Kat Margiotta\, this interactive program will explore two critical dimensions of AI’s impact on your firm’s marketing and growth strategy: \n\nExternal Marketing and Communications: How your firm’s AI searchability and visibility are shaped\, and what you can do in your marketing and communications practices to control the narrative and bolster your firm’s credibility.\nInternal Technology and Processes: The technology and processes firms need to have in place to optimize for AI\, streamlining the marketing pipeline\, amplifying operational efficiencies\, and enabling lean teams to produce more targeted\, consistent content.\n\nThe session will focus on key operational takeaways and actionable insights across both dimensions of what AI has changed in the marketing landscape. \nMember firms are encouraged to extend the invite to their CMO and others in similar roles responsible for sales and marketing delivery. \nAttendees should come prepared to actively participate in discussion\, engage with fellow participants\, share perspectives and experiences\, and contribute thoughtful questions and insights throughout the conversation. \nRegister through our portal here. \nMeet the SMEs \n \nKat Margiotta – Moderator \nVP of Brand and Business Development \nBBR Partners \nBio \n  \n \nRosemary Denney \nCEO \nWealth Matters Consulting \nBio \n  \nLiz Fritz \nCo-Founder \nF2 Strategy \nBio \n  \n 
URL:https://www.uhnwinstitute.org/event/june-pm-clinic-from-seo-to-aeo-how-ai-is-reshaping-marketing/
LOCATION:In Person
CATEGORIES:Practice Management Clinic
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BEGIN:VEVENT
DTSTART;TZID=UTC:20260602T160000
DTEND;TZID=UTC:20260602T183000
DTSTAMP:20261014T203427
CREATED:20260422T194330Z
LAST-MODIFIED:20260517T012816Z
UID:7299-1780416000-1780425000@www.uhnwinstitute.org
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/event/save-the-date-uhnw-institute-regional-event-in-charlotte-nc-june-2/
LOCATION:Vanguard Charlotte Campus\, 2450 Governor Hunt Road\, Charlotte\, NC
CATEGORIES:Regional Event
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260528
DTEND;VALUE=DATE:20260529
DTSTAMP:20261014T203427
CREATED:20260430T150726Z
LAST-MODIFIED:20260527T230427Z
UID:7395-1779926400-1780012799@www.uhnwinstitute.org
SUMMARY:May Roundtable | Geopolitics & Risk: Turning Headline Risk into UHNW Family Strategy
DESCRIPTION:Members can register in the portal here. \nGeopolitics & Risk: Turning Headline Risk into UHNW Family Strategy \nEdward Marshall\, Presage Global in conversation with Ted Gistaro\, a Senior US Intelligence Community leader and Michael McGowan\, Managing Director and shareholder on the Investment Strategy team at Pathstone. \nAs the Iran conflict continues to disrupt global energy markets\, supply chains\, and geopolitical stability\, its ripple effects are extending far beyond the Middle East—reshaping inflation\, investment risk\, and security dynamics worldwide. \nRecent developments highlight the scale and complexity of the moment. Disruptions through the Strait of Hormuz—responsible for roughly 20% of global oil flows—have driven volatility in energy prices\, increased inflationary pressure\, and elevated recession risk if instability persists. At the same time\, a structural shift is underway: the United Arab Emirates’ decision to step away from OPEC signals a potential fragmentation of coordinated energy policy\, introducing new uncertainty around supply discipline\, pricing power\, and long-term geopolitical alignment. \nTogether\, these forces are not only disrupting near-term markets—they are reshaping the global energy order\, capital flows\, and strategic alliances in ways that will have lasting implications for inflation\, interest rates\, and economic growth. Concurrently\, global growth forecasts have been downgraded\, with economists warning of prolonged economic scarring even in a de-escalation scenario. \nFor UHNW families\, this is not simply a macroeconomic story—it is a multi-dimensional risk event that cuts across every layer of wealth and decision-making: \n• Portfolio construction and asset allocation\, including the role of AI-driven valuations and the broader economic implications of artificial intelligence \n• Physical and cyber security exposure\, amid rising geopolitical tension and asymmetric threats \n• Mobility\, residency\, and jurisdictional risk\, as geopolitical alignment increasingly influences regulatory and sovereign stability \n• Family governance and decision-making under uncertainty\, particularly across multi-generational structures with differing risk perspectives \nPANELISTS \nThis roundtable brings together leading experts to move beyond headlines and into actionable insight: \n\nEdward ‘Ted’ Gistaro\, Senior US Intelligence Community leader with over 35 years of experience leading multidisciplinary enterprise\, analytic\, and operational teams. Ted has extensive experience developing and driving teams to success in Washington and the Field to increase insight of and mitigate against Transnational and Hard Target threats.\nMichael McGowan\, bringing a capital markets and portfolio strategy lens from Pathstone\, with deep experience advising UHNW families on navigating complex market environments\n\n• Edward Marshall\, offering a geopolitical risk and security perspective from Presage Global\, focused on how global instability translates into real-world risk for families and institutions \nTogether\, they will unpack what is actually happening beneath the surface—and how UHNW families and their advisors can recalibrate risk frameworks\, reposition capital\, and strengthen resilience in an increasingly fragmented and unpredictable global landscape.
URL:https://www.uhnwinstitute.org/event/may-roundtable-geopolitics-risk-turning-headline-risk-into-uhnw-family-strategy/
LOCATION:In Person
CATEGORIES:Roundtable
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BEGIN:VEVENT
DTSTART;TZID=UTC:20260520T173000
DTEND;TZID=UTC:20260520T193000
DTSTAMP:20261014T203427
CREATED:20260422T202822Z
LAST-MODIFIED:20260517T012808Z
UID:7319-1779298200-1779305400@www.uhnwinstitute.org
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/event/save-the-date-uhnw-institute-regional-gathering-in-washington-d-c-may-20/
LOCATION:Joe’s Seafood\, Prime Steak & Stone Crab\, 750 15th St NW\, Washington\, D.C.
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DTSTART;TZID=UTC:20260512T160000
DTEND;TZID=UTC:20260512T170000
DTSTAMP:20261014T203427
CREATED:20260422T201038Z
LAST-MODIFIED:20260429T161924Z
UID:7316-1778601600-1778605200@www.uhnwinstitute.org
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/event/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:20260423T153000
DTEND;TZID=UTC:20260423T163000
DTSTAMP:20261014T203427
CREATED:20260422T201928Z
LAST-MODIFIED:20260517T012229Z
UID:7317-1776958200-1776961800@www.uhnwinstitute.org
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/event/collegium-x-human-capital-competing-forces-the-challenge-of-delivering-integrated-advice-in-the-era-of-ai/
LOCATION:In Person
CATEGORIES:Virtual Collegium
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DTSTART;VALUE=DATE:20260330
DTEND;VALUE=DATE:20260331
DTSTAMP:20261014T203427
CREATED:20260422T202238Z
LAST-MODIFIED:20260422T202238Z
UID:7318-1774828800-1774915199@www.uhnwinstitute.org
SUMMARY:Global Perspectives\, Shared Challenges
DESCRIPTION:The UHNW Institute is expanding its global reach to support advisors serving ultra-high-net-worth families across regions and jurisdictions. Through its new International Initiative\, the Institute is building a global community grounded in shared learning\, practical insight\, and collaboration. \nThis upcoming pre-recorded webinar\, set for release on March 30\,  will introduce the Institute’s International Advisory Board and explore how global perspectives are shaping the future of UHNW advisory practice. \nHosted by Laurent Roux\, the discussion will highlight both the Institute’s international mission and what advisors are seeing firsthand in their work with families and advisors in their regions around the world. While markets and regulations differ\, panelists point to shared challenges worldwide—particularly around generational transition.
URL:https://www.uhnwinstitute.org/event/global-perspectives-shared-challenges/
CATEGORIES:Webinars
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260326
DTEND;VALUE=DATE:20260327
DTSTAMP:20261014T203427
CREATED:20260422T203556Z
LAST-MODIFIED:20260422T203556Z
UID:7323-1774483200-1774569599@www.uhnwinstitute.org
SUMMARY:March Roundtable – A Blueprint for Multi-Generational Success: Building a Coalition of the Willing
DESCRIPTION:“Who will take over the business after you?”  \nThis question – so familiar\, so often asked of family business owner-managers by advisors\, bankers\, friends and family – is built on an assumption: succession planning is a baton pass. The assumption is understandable: Transition by baton pass has been the default of families and their advisors throughout the world for centuries. The premise that ownership and control of the business should pass to a single family member continues to dominate. \nBut the baton pass isn’t the only option. Enterprising families can choose to share ownership and governance. The advantages? The opportunity to tap into the full range of skills\, talents and experience in the family tree to benefit the family in ways that go beyond financial gain. \nThe UHNW Institute invites members to join the authors of its latest whitepaper\, A Blueprint for Multi-Generational Success: Building a Coalition of the Willing for a roundtable discussion on March 26 at 3:30 PM ET. \nIn their work with enterprising families throughout the world\, they have advised families who felt that passing the baton was not the optimal model for their transition\, and who have chosen to embark on a very different journey. To change the metaphor\, these families want to design and build a very different structure of leadership and governance\, with architecture that permits wider participation in the ownership and management of the enterprise\, and to promote coordination with the family’s purpose and vision. They seek to welcome and foster what we call a “multi-generational coalition of the willing.” \nBuilding a multi-generational coalition and a new form of governance of the family enterprise isn’t easy. You can likely hear the protests already: “Management knows best!” “Non-managing owners meddle in decisions they know nothing about!” “We need to protect the business!” “They’ll just want money!” \nThese concerns are common and even understandable. But they don’t mean that owning and operating a family enterprise with a multi-generational coalition is so challenging as to be impossible or unwise. \nWhat was learned is that the path from one to many – from individual owner-manager to multi-generational coalition\, operating in a purpose-built structure for leadership and governance\, with the right wings\, rooms and chairs – does require a shared purpose and vision\, as well as a set of processes\, practices and habits of mind not taught in traditional business management programs: a Coalition Mindset. \nGuided by focused questions\, the authors will highlight their distinct expertise and elevate the key perspectives readers should draw from the work. Attendees at the roundtable will be introduced to the core elements of the Coalition Mindset and provided with a practical framework for families and advisors interested in exploring this alternative approach. \nPart 1 of the paper will be released on February 23\, followed by Part 2 in early March.
URL:https://www.uhnwinstitute.org/event/march-roundtable-a-blueprint-for-multi-generational-success-building-a-coalition-of-the-willing/
CATEGORIES:Roundtable
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260324
DTEND;VALUE=DATE:20260325
DTSTAMP:20261014T203427
CREATED:20260422T203149Z
LAST-MODIFIED:20260517T012657Z
UID:7321-1774310400-1774396799@www.uhnwinstitute.org
SUMMARY:New for 2026: The UHNW Institute Book Club
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. \nThe 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. \nThe first discussion will focus on The Art of Gathering: How We Meet and Why It Matters by Priya Parker. Sign up to attend the session that best fits with your availability (it will be repeated). \nDate: March 24\, 2026 \nLocation: Zoom \nDuration: 1 hour \nTime(s): \n12-1pm (ET) \nOr \n4-5pm (ET) \nThe discussion will be co-led by Tara Kehoe\, the Institute’s Librarian\, alongside a rotating co-facilitator drawn from the Institute’s leadership. \nQuestions – tkehoe@uhnwinstitute.org \n  \nBook Club FAQs \nBooks:\nMembers are responsible for obtaining a copy of the book (the Institute will not provide copies). \nTitle selection:\nBooks are selected by UHNW Institute leadership\, with member suggestions welcomed. All selections align with the Institute’s Editorial Guidelines and Content Criteria. \nWorks must be “think-tank worthy\,” reflect the Institute’s inclusive values\, and invite debate through rich ideas and multiple interpretations. \nPurpose:\nThe group supports the UHNW Institute’s mission by advancing professional education\, strengthening communication across domains\, and creating a respectful space to explore new ideas and emerging thinking in service of UHNW families. \nWho should join:\nUHNW Institute members interested in thoughtful dialogue and cross-disciplinary exchange. Members are welcome to join anytime. \nDiscussion norms:\nWe assume positive intent\, focus on ideas rather than individuals\, respect one speaker at a time\, and encourage shared airtime. \n*Before it gets booked! Mark your calendar for the next book club discussion on September 22.
URL:https://www.uhnwinstitute.org/event/new-for-2026-the-uhnw-institute-book-club/
LOCATION:Zoom
CATEGORIES:Study Group
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