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X-WR-CALDESC:Events for The UHNW Institute
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DTSTART;VALUE=DATE:20261026
DTEND;VALUE=DATE:20261027
DTSTAMP:20261014T185722
CREATED:20260930T134724Z
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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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BEGIN:VEVENT
DTSTART;VALUE=DATE:20261111
DTEND;VALUE=DATE:20261114
DTSTAMP:20261014T185722
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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BEGIN:VEVENT
DTSTART;VALUE=DATE:20261116
DTEND;VALUE=DATE:20261118
DTSTAMP:20261014T185722
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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