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  • New for 2026: The UHNW Institute Book Club

    Zoom

    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. The 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. The first discussion will focus on The Art of […]

  • Global Perspectives, Shared Challenges

    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. This upcoming pre-recorded webinar, set for release on March 30,  will introduce the Institute’s International Advisory Board and […]

  • Collegium X: Human Capital: Competing Forces: The Challenge of Delivering Integrated Advice in the Era of AI

    In Person

    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. Wednesday, April 23, 2026 | […]

  • Practice Management Clinic | The Changing Landscape of Family Office Services May 12 | 4:00pm ET

    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 […]