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X-WR-CALNAME:The UHNW Institute
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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:20260611
DTEND;VALUE=DATE:20260612
DTSTAMP:20261014T213102
CREATED:20260506T204534Z
LAST-MODIFIED:20260517T012432Z
UID:7493-1781136000-1781222399@www.uhnwinstitute.org
SUMMARY:Family Wealth Report Family Office Cybersecurity Forum 2026
DESCRIPTION:The Family Wealth Report Family Office Cybersecurity Forum takes place on Thursday\, June 11\, 2026\, at BNY’s offices in New York City. The program brings together family office principals\, CIOs and security professionals for a focused examination of the cyber threats targeting private wealth and the policies\, processes and technologies designed to defend against them. \nThe agenda addresses four areas: \n\nSocial engineering and ransomware tactics aimed specifically at HNW individuals and their staff\nDue diligence frameworks for evaluating vendors\, external managers\, custodians and fintech partners\nFamily cybersecurity governance\, including policy development\, staff training and incident response\nBest practices for deploying security tools across endpoint protection and cloud architecture\n\nUHNW Institute members receive complimentary attendance. Learn More here. \nWho Should Attend? \nThis forum is designed for family office principals\, CIOs and security professionals with direct responsibility for protecting private wealth\, including the assets\, privacy and reputation of the families and institutions they serve.
URL:https://www.uhnwinstitute.org/event/family-wealth-report-family-office-cybersecurity-forum-2026/
LOCATION:BNY\, 88 Murray St.\, New York\, NY 10007
CATEGORIES:Other
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260610
DTEND;VALUE=DATE:20260612
DTSTAMP:20261014T213102
CREATED:20260422T204356Z
LAST-MODIFIED:20260624T160307Z
UID:7327-1781049600-1781222399@www.uhnwinstitute.org
SUMMARY:The Women's Leadership Summit
DESCRIPTION:
URL:https://www.uhnwinstitute.org/event/the-womens-leadership-summit/
LOCATION:Palm Beach
CATEGORIES:Signature Event
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260609
DTEND;VALUE=DATE:20260610
DTSTAMP:20261014T213102
CREATED:20260514T205103Z
LAST-MODIFIED:20260517T012844Z
UID:7547-1780963200-1781049599@www.uhnwinstitute.org
SUMMARY:June PM Clinic – From SEO to AEO: How AI is Reshaping Marketing
DESCRIPTION:On June 9 at 4:00pm ET\, the UHNW Institute will host its next Practice Management Clinic\, “From SEO to AEO: How AI is Reshaping Marketing\,” focusing on the Sales and Marketing pillar of the Institute’s Building Blocks of Practice Management. \nLed by the expert panel of Liz Fritz and Rosemary Denney and facilitated by Kat Margiotta\, this interactive program will explore two critical dimensions of AI’s impact on your firm’s marketing and growth strategy: \n\nExternal Marketing and Communications: How your firm’s AI searchability and visibility are shaped\, and what you can do in your marketing and communications practices to control the narrative and bolster your firm’s credibility.\nInternal Technology and Processes: The technology and processes firms need to have in place to optimize for AI\, streamlining the marketing pipeline\, amplifying operational efficiencies\, and enabling lean teams to produce more targeted\, consistent content.\n\nThe session will focus on key operational takeaways and actionable insights across both dimensions of what AI has changed in the marketing landscape. \nMember firms are encouraged to extend the invite to their CMO and others in similar roles responsible for sales and marketing delivery. \nAttendees should come prepared to actively participate in discussion\, engage with fellow participants\, share perspectives and experiences\, and contribute thoughtful questions and insights throughout the conversation. \nRegister through our portal here. \nMeet the SMEs \n \nKat Margiotta – Moderator \nVP of Brand and Business Development \nBBR Partners \nBio \n  \n \nRosemary Denney \nCEO \nWealth Matters Consulting \nBio \n  \nLiz Fritz \nCo-Founder \nF2 Strategy \nBio \n  \n 
URL:https://www.uhnwinstitute.org/event/june-pm-clinic-from-seo-to-aeo-how-ai-is-reshaping-marketing/
LOCATION:In Person
CATEGORIES:Practice Management Clinic
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BEGIN:VEVENT
DTSTART;TZID=UTC:20260602T160000
DTEND;TZID=UTC:20260602T183000
DTSTAMP:20261014T213102
CREATED:20260422T194330Z
LAST-MODIFIED:20260517T012816Z
UID:7299-1780416000-1780425000@www.uhnwinstitute.org
SUMMARY:Save the Date: UHNW Institute Regional Event in Charlotte\, NC | June 2
DESCRIPTION:The UHNW Institute with host and Educational Partner Vanguard invite members in the Charlotte area to join us on June 2 for an evening focused on the Human Side of Governance. \nThe program will feature a moderated panel and member-led tabletop discussions on conflict\, communication\, and continuity\, followed by a networking reception at Vanguard’s Charlotte campus. \nFurther panel information\, including speakers will be announced soon. Date: Tuesday\, June 2 \nTime: 4:00-6:30 PM ET \nLocation: Vanguard Charlotte Campus\, 2450 Governor Hunt Road\, Charlotte\, NC \nWe are grateful to Vanguard for their generosity in hosting this event and supporting the Institute’s community. \nMembers can register in the portal now.
URL:https://www.uhnwinstitute.org/event/save-the-date-uhnw-institute-regional-event-in-charlotte-nc-june-2/
LOCATION:Vanguard Charlotte Campus\, 2450 Governor Hunt Road\, Charlotte\, NC
CATEGORIES:Regional Event
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260528
DTEND;VALUE=DATE:20260529
DTSTAMP:20261014T213102
CREATED:20260430T150726Z
LAST-MODIFIED:20260527T230427Z
UID:7395-1779926400-1780012799@www.uhnwinstitute.org
SUMMARY:May Roundtable | Geopolitics & Risk: Turning Headline Risk into UHNW Family Strategy
DESCRIPTION:Members can register in the portal here. \nGeopolitics & Risk: Turning Headline Risk into UHNW Family Strategy \nEdward Marshall\, Presage Global in conversation with Ted Gistaro\, a Senior US Intelligence Community leader and Michael McGowan\, Managing Director and shareholder on the Investment Strategy team at Pathstone. \nAs the Iran conflict continues to disrupt global energy markets\, supply chains\, and geopolitical stability\, its ripple effects are extending far beyond the Middle East—reshaping inflation\, investment risk\, and security dynamics worldwide. \nRecent developments highlight the scale and complexity of the moment. Disruptions through the Strait of Hormuz—responsible for roughly 20% of global oil flows—have driven volatility in energy prices\, increased inflationary pressure\, and elevated recession risk if instability persists. At the same time\, a structural shift is underway: the United Arab Emirates’ decision to step away from OPEC signals a potential fragmentation of coordinated energy policy\, introducing new uncertainty around supply discipline\, pricing power\, and long-term geopolitical alignment. \nTogether\, these forces are not only disrupting near-term markets—they are reshaping the global energy order\, capital flows\, and strategic alliances in ways that will have lasting implications for inflation\, interest rates\, and economic growth. Concurrently\, global growth forecasts have been downgraded\, with economists warning of prolonged economic scarring even in a de-escalation scenario. \nFor UHNW families\, this is not simply a macroeconomic story—it is a multi-dimensional risk event that cuts across every layer of wealth and decision-making: \n• Portfolio construction and asset allocation\, including the role of AI-driven valuations and the broader economic implications of artificial intelligence \n• Physical and cyber security exposure\, amid rising geopolitical tension and asymmetric threats \n• Mobility\, residency\, and jurisdictional risk\, as geopolitical alignment increasingly influences regulatory and sovereign stability \n• Family governance and decision-making under uncertainty\, particularly across multi-generational structures with differing risk perspectives \nPANELISTS \nThis roundtable brings together leading experts to move beyond headlines and into actionable insight: \n\nEdward ‘Ted’ Gistaro\, Senior US Intelligence Community leader with over 35 years of experience leading multidisciplinary enterprise\, analytic\, and operational teams. Ted has extensive experience developing and driving teams to success in Washington and the Field to increase insight of and mitigate against Transnational and Hard Target threats.\nMichael McGowan\, bringing a capital markets and portfolio strategy lens from Pathstone\, with deep experience advising UHNW families on navigating complex market environments\n\n• Edward Marshall\, offering a geopolitical risk and security perspective from Presage Global\, focused on how global instability translates into real-world risk for families and institutions \nTogether\, they will unpack what is actually happening beneath the surface—and how UHNW families and their advisors can recalibrate risk frameworks\, reposition capital\, and strengthen resilience in an increasingly fragmented and unpredictable global landscape.
URL:https://www.uhnwinstitute.org/event/may-roundtable-geopolitics-risk-turning-headline-risk-into-uhnw-family-strategy/
LOCATION:In Person
CATEGORIES:Roundtable
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BEGIN:VEVENT
DTSTART;TZID=UTC:20260520T173000
DTEND;TZID=UTC:20260520T193000
DTSTAMP:20261014T213102
CREATED:20260422T202822Z
LAST-MODIFIED:20260517T012808Z
UID:7319-1779298200-1779305400@www.uhnwinstitute.org
SUMMARY:Save the Date: UHNW Institute Regional Gathering in Washington\, D.C. | May 20
DESCRIPTION:The UHNW Institute and Educational Partner\, DonorsTrust\, invite members in the D.C. area to join us on May 20 for a regional gathering in Washington\, D.C. \nThe evening will open with an interactive discussion on Donor-Advised Funds (DAFs)\, featuring UHNW Institute faculty member\, Lukas Dwelly\, Philanthropic Advisor at DonorsTrust. \nDate: Wednesday\, May 20 \nTime: 5:30-7:30 PM ET \nLocation: Joe’s Seafood\, Prime Steak & Stone Crab\, 750 15th St NW\, Washington\, D.C. \nWe truly appreciate DonorsTrust’s generosity as this event’s educational partner. \nRegister now\, space is limited.
URL:https://www.uhnwinstitute.org/event/save-the-date-uhnw-institute-regional-gathering-in-washington-d-c-may-20/
LOCATION:Joe’s Seafood\, Prime Steak & Stone Crab\, 750 15th St NW\, Washington\, D.C.
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BEGIN:VEVENT
DTSTART;TZID=UTC:20260512T160000
DTEND;TZID=UTC:20260512T170000
DTSTAMP:20261014T213102
CREATED:20260422T201038Z
LAST-MODIFIED:20260429T161924Z
UID:7316-1778601600-1778605200@www.uhnwinstitute.org
SUMMARY:Practice Management Clinic | The Changing Landscape of Family Office Services May 12 | 4:00pm ET
DESCRIPTION:Join us for The UHNW Institute’s next Practice Management Clinic\, The Changing Landscape of Family Office Services\, that focuses on the Service pillar within the Institute’s Building Blocks of Practice Management. This session offers a data-driven view of how family office service offerings are changing\, paired with structured dialogue for attendees to share what they are seeing within their own firms. \nTuesday\, May 12\, 2026 | 4 PM ET \nGuest speakers Meghna Sreenivas and Dhruv Bahl of McKinsey will open the session\, covering: \n\nWhat family office services include and how they are defined\nHow service demands are changing across the industry\nWhere families are directing attention beyond investments\nCurrent client priorities and what is driving them\nAdditional insights from McKinsey\n\nThe session is designed as a collaborative forum\, with time for peer-to-peer exchange among attendees. Member firms are encouraged to extend this invitation to their Heads of Service or those in similar positions within their organizations. \nMembers can register to attend here. \nMeet the speakers:  \n \nDhruv Bahl\nAssociate Partner\nMcKinsey & Co.\nDhruv is an Associate Partner at McKinsey and is one of the leaders of the U.S. Wealth Management & Retirement Practices. He heads our service to a range of wealth managers (including family offices and family office services providers)\, as well as private equity sponsors who invest in wealth management and adjacent businesses.\n\n\n\n\nMeg Sreenivas\nAssociate Partner\nMcKinsey & Co.\nMeg is an Associate Partner at McKinsey and is one of the leaders of the Global Wealth & Asset Management Practice\, working with market leaders in the U.S.\, Europe\, and Asia. She also leads McKinsey work on the UHNW segment\, as well as their relationship with the UHNW Institute.
URL:https://www.uhnwinstitute.org/event/practice-management-clinic-the-changing-landscape-of-family-office-services-may-12-400pm-et/
CATEGORIES:Practice Management Clinic
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BEGIN:VEVENT
DTSTART;TZID=UTC:20260423T153000
DTEND;TZID=UTC:20260423T163000
DTSTAMP:20261014T213102
CREATED:20260422T201928Z
LAST-MODIFIED:20260517T012229Z
UID:7317-1776958200-1776961800@www.uhnwinstitute.org
SUMMARY:Collegium X: Human Capital: Competing Forces: The Challenge of Delivering Integrated Advice in the Era of AI
DESCRIPTION:Join us for our Virtual Collegium X: Human Capital: Competing Forces: The Challenge of Delivering Integrated Advice in the Era of AI. This 90-minute program\, designed for leading minds in practice management\, combines a plenary session with facilitated peer breakout groups to address the most pressing human capital questions facing the industry today. \nWednesday\, April 23\, 2026 | 3:30 PM ET \nTwo forces are reshaping how firms build and deploy their people: surging client demand for integrated advice and the rapid expansion of AI across core work processes. Meeting that demand requires cultivating human capital at scale. Yet as automation takes hold\, the question of how to develop deep\, applied\, client-facing experience becomes increasingly difficult to answer. \nVirtual Collegium X will address these tensions directly: \n\nHow do we cultivate and scale human capital to meet a pronounced and surging demand for integrated advice? What are the implications and opportunities for firms?\nHow does AI intersect with the development of human capital? Is it an asset or an obstacle? How do we cultivate and mentor deep\, applied\, client-facing experience when many work processes are being automated?\n\nThe program will be split equally between a plenary session framed around these questions and facilitated breakout groups. Breakouts will include reporting back and give attendees the opportunity to engage with peers\, discuss what is working and reach a shared understanding of how the industry can rise to the challenge. \nMembers can register to attend in the portal\, here.
URL:https://www.uhnwinstitute.org/event/collegium-x-human-capital-competing-forces-the-challenge-of-delivering-integrated-advice-in-the-era-of-ai/
LOCATION:In Person
CATEGORIES:Virtual Collegium
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260330
DTEND;VALUE=DATE:20260331
DTSTAMP:20261014T213102
CREATED:20260422T202238Z
LAST-MODIFIED:20260422T202238Z
UID:7318-1774828800-1774915199@www.uhnwinstitute.org
SUMMARY:Global Perspectives\, Shared Challenges
DESCRIPTION:The UHNW Institute is expanding its global reach to support advisors serving ultra-high-net-worth families across regions and jurisdictions. Through its new International Initiative\, the Institute is building a global community grounded in shared learning\, practical insight\, and collaboration. \nThis upcoming pre-recorded webinar\, set for release on March 30\,  will introduce the Institute’s International Advisory Board and explore how global perspectives are shaping the future of UHNW advisory practice. \nHosted by Laurent Roux\, the discussion will highlight both the Institute’s international mission and what advisors are seeing firsthand in their work with families and advisors in their regions around the world. While markets and regulations differ\, panelists point to shared challenges worldwide—particularly around generational transition.
URL:https://www.uhnwinstitute.org/event/global-perspectives-shared-challenges/
CATEGORIES:Webinars
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260326
DTEND;VALUE=DATE:20260327
DTSTAMP:20261014T213102
CREATED:20260422T203556Z
LAST-MODIFIED:20260422T203556Z
UID:7323-1774483200-1774569599@www.uhnwinstitute.org
SUMMARY:March Roundtable – A Blueprint for Multi-Generational Success: Building a Coalition of the Willing
DESCRIPTION:“Who will take over the business after you?”  \nThis question – so familiar\, so often asked of family business owner-managers by advisors\, bankers\, friends and family – is built on an assumption: succession planning is a baton pass. The assumption is understandable: Transition by baton pass has been the default of families and their advisors throughout the world for centuries. The premise that ownership and control of the business should pass to a single family member continues to dominate. \nBut the baton pass isn’t the only option. Enterprising families can choose to share ownership and governance. The advantages? The opportunity to tap into the full range of skills\, talents and experience in the family tree to benefit the family in ways that go beyond financial gain. \nThe UHNW Institute invites members to join the authors of its latest whitepaper\, A Blueprint for Multi-Generational Success: Building a Coalition of the Willing for a roundtable discussion on March 26 at 3:30 PM ET. \nIn their work with enterprising families throughout the world\, they have advised families who felt that passing the baton was not the optimal model for their transition\, and who have chosen to embark on a very different journey. To change the metaphor\, these families want to design and build a very different structure of leadership and governance\, with architecture that permits wider participation in the ownership and management of the enterprise\, and to promote coordination with the family’s purpose and vision. They seek to welcome and foster what we call a “multi-generational coalition of the willing.” \nBuilding a multi-generational coalition and a new form of governance of the family enterprise isn’t easy. You can likely hear the protests already: “Management knows best!” “Non-managing owners meddle in decisions they know nothing about!” “We need to protect the business!” “They’ll just want money!” \nThese concerns are common and even understandable. But they don’t mean that owning and operating a family enterprise with a multi-generational coalition is so challenging as to be impossible or unwise. \nWhat was learned is that the path from one to many – from individual owner-manager to multi-generational coalition\, operating in a purpose-built structure for leadership and governance\, with the right wings\, rooms and chairs – does require a shared purpose and vision\, as well as a set of processes\, practices and habits of mind not taught in traditional business management programs: a Coalition Mindset. \nGuided by focused questions\, the authors will highlight their distinct expertise and elevate the key perspectives readers should draw from the work. Attendees at the roundtable will be introduced to the core elements of the Coalition Mindset and provided with a practical framework for families and advisors interested in exploring this alternative approach. \nPart 1 of the paper will be released on February 23\, followed by Part 2 in early March.
URL:https://www.uhnwinstitute.org/event/march-roundtable-a-blueprint-for-multi-generational-success-building-a-coalition-of-the-willing/
CATEGORIES:Roundtable
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260324
DTEND;VALUE=DATE:20260325
DTSTAMP:20261014T213102
CREATED:20260422T203149Z
LAST-MODIFIED:20260517T012657Z
UID:7321-1774310400-1774396799@www.uhnwinstitute.org
SUMMARY:New for 2026: The UHNW Institute Book Club
DESCRIPTION:The UHNW Institute’s Book Club offers members a facilitated yet informal space to explore thought-provoking books and exchange perspectives with peers across disciplines. \nThe book club will explore timely ideas with a network of fellow professionals. Designed for those who value thoughtful dialogue\, reflection\, discussion\, and cross-domain learning. \nThe first discussion will focus on The Art of Gathering: How We Meet and Why It Matters by Priya Parker. Sign up to attend the session that best fits with your availability (it will be repeated). \nDate: March 24\, 2026 \nLocation: Zoom \nDuration: 1 hour \nTime(s): \n12-1pm (ET) \nOr \n4-5pm (ET) \nThe discussion will be co-led by Tara Kehoe\, the Institute’s Librarian\, alongside a rotating co-facilitator drawn from the Institute’s leadership. \nQuestions – tkehoe@uhnwinstitute.org \n  \nBook Club FAQs \nBooks:\nMembers are responsible for obtaining a copy of the book (the Institute will not provide copies). \nTitle selection:\nBooks are selected by UHNW Institute leadership\, with member suggestions welcomed. All selections align with the Institute’s Editorial Guidelines and Content Criteria. \nWorks must be “think-tank worthy\,” reflect the Institute’s inclusive values\, and invite debate through rich ideas and multiple interpretations. \nPurpose:\nThe group supports the UHNW Institute’s mission by advancing professional education\, strengthening communication across domains\, and creating a respectful space to explore new ideas and emerging thinking in service of UHNW families. \nWho should join:\nUHNW Institute members interested in thoughtful dialogue and cross-disciplinary exchange. Members are welcome to join anytime. \nDiscussion norms:\nWe assume positive intent\, focus on ideas rather than individuals\, respect one speaker at a time\, and encourage shared airtime. \n*Before it gets booked! Mark your calendar for the next book club discussion on September 22.
URL:https://www.uhnwinstitute.org/event/new-for-2026-the-uhnw-institute-book-club/
LOCATION:Zoom
CATEGORIES:Study Group
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