Events
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The UHNW Institute’s Inaugural European Conference: Transforming Wealth Management Through Global Collaboration
Saïd Business School, University of Oxford | Oxford, EnglandThe 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 […]
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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 […]
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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, […]
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Global Family Office Summit at Château d’Hauteville, Switzerland
In PersonPepperdine 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 […]
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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 […]
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Cambridge Masterclass for Senior Advisors: Collaborating with an Evolving Family Enterprise
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 […]
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