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  • Save the Date: UHNW Institute Regional Gathering in Washington, D.C. | May 20

    Joe’s Seafood, Prime Steak & Stone Crab, 750 15th St NW, Washington, D.C.

    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. The evening will open with an interactive discussion on Donor-Advised Funds (DAFs), featuring UHNW Institute faculty member, Lukas Dwelly, Philanthropic Advisor at DonorsTrust. Date: Wednesday, May 20 Time: 5:30-7:30 […]

  • May Roundtable | Geopolitics & Risk: Turning Headline Risk into UHNW Family Strategy

    In Person

    Members can register in the portal here. Geopolitics & Risk: Turning Headline Risk into UHNW Family Strategy Edward 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. As the Iran conflict continues to disrupt global energy […]

  • Save the Date: UHNW Institute Regional Event in Charlotte, NC | June 2

    Vanguard Charlotte Campus, 2450 Governor Hunt Road, Charlotte, NC

    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. The 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 […]

  • June PM Clinic – From SEO to AEO: How AI is Reshaping Marketing

    In Person

    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. Led by the expert panel of Liz Fritz and Rosemary Denney and facilitated by Kat […]

  • Family Wealth Report Family Office Cybersecurity Forum 2026

    BNY, 88 Murray St., New York, NY 10007

    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. […]

  • July Masterclass: The Awakening of Family Governance: Evolution of Family Enterprise After the Founder

    In Person

    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. Many families discover that legal documents and financial structures alone don't solve the real challenges of shared decision-making. True […]

  • The UHNW Institute Collaborates with Trusts & Estates for the 46th Annual Planning for Large Estates Program

    In Person

    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. This […]

  • The UHNW Institute Takes an International Look at Philanthropy With a Conversation About Family Philanthropy in Australia

    In Person

    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. Hosted by David Werdiger,  a UHNW Institute International Advisory Board Champion (Australia) and faculty member, the discussion brings advisors and […]

  • Practice Management Clinic: Business Management KPIs, How to Measure for Success

    Zoom

    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. In this interactive session, Peter Kim will lead a candid conversation with Rebekah Kohmescher and David Salsburg about […]

  • SFO Circle Webinar: The Challenges and Opportunities of Aging

    Zoom

    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. Join The UHNW Institute on September 9 for an SFO Circle webinar featuring Dr. Zachary […]

  • The UHNW Institute Book Club — September 2026

    Zoom

    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. This session will focus on Four Thousand […]