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  • 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 […]

  • The UHNW Institute’s Inaugural European Conference: Transforming Wealth Management Through Global Collaboration

    Saïd Business School, University of Oxford | Oxford, England

    The UHNW Institute's first European Conference is taking place this fall at the Saïd Business School, University of Oxford.   As 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 […]

  • October Masterclass — Governance Over Generations: Experiences of Two Large, Hundred-Year Families on Sustaining Long-Term Governance

    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. Both families are geographically dispersed, […]

  • The Family Wealth Report Family Office Fintech Summit Returns to New York for its Eleventh Year

    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. […]

  • Global Family Office Summit at Château d’Hauteville, Switzerland

    In Person

    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. The five-day program moves from private markets and global finance through family governance, succession planning and trust […]

  • October Roundtable: Investment Migration: Cross-Border Tax and Legal Considerations for U.S. and International Families

    Members can register in the portal here. For 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. At the Institute's October […]