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X-WR-CALDESC:Events for The UHNW Institute
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DTSTART:20250101T000000
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260924
DTEND;VALUE=DATE:20260925
DTSTAMP:20261014T194346
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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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20261005
DTEND;VALUE=DATE:20261007
DTSTAMP:20261014T194346
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:20261008
DTEND;VALUE=DATE:20261009
DTSTAMP:20261014T194346
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:20261019
DTEND;VALUE=DATE:20261020
DTSTAMP:20261014T194346
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:20261019
DTEND;VALUE=DATE:20261024
DTSTAMP:20261014T194346
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:20261026
DTEND;VALUE=DATE:20261027
DTSTAMP:20261014T194346
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:20261111
DTEND;VALUE=DATE:20261114
DTSTAMP:20261014T194346
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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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20261116
DTEND;VALUE=DATE:20261118
DTSTAMP:20261014T194346
CREATED:20260422T203951Z
LAST-MODIFIED:20261014T164956Z
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:Signature Event
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