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4 events found.

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  • October 2026

  • Tue 20

    Global Family Office Summit at Château d’Hauteville, Switzerland

    October 19 - October 23
    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 […]

  • Mon 26

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

    October 26

    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 […]

  • November 2026

  • Wed 11

    Cambridge Masterclass for Senior Advisors: Collaborating with an Evolving Family Enterprise

    November 11 - November 13

    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 […]

  • Mon 16

    The UHNW Institute Annual Symposium

    November 16 - November 17
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