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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, 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 […]

  • 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 well you understand the family's changing human and organizational dynamics. The UHNW Institute has collaborated with Cambridge Forums, a global professional development firm that manages […]