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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 […]

  • Save the Date: UHNW Institute Regional Gathering in Washington, D.C. | May 20

    Joe’s Seafood, Prime Steak & Stone Crab, 750 15th St NW, Washington, D.C.

    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. The evening will open with an interactive discussion on Donor-Advised Funds (DAFs), featuring UHNW Institute faculty member, Lukas Dwelly, Philanthropic Advisor at DonorsTrust. Date: Wednesday, May 20 Time: 5:30-7:30 […]

  • May Roundtable | Geopolitics & Risk: Turning Headline Risk into UHNW Family Strategy

    In Person

    Members can register in the portal here. Geopolitics & Risk: Turning Headline Risk into UHNW Family Strategy Edward 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. As the Iran conflict continues to disrupt global energy […]

  • Save the Date: UHNW Institute Regional Event in Charlotte, NC | June 2

    Vanguard Charlotte Campus, 2450 Governor Hunt Road, Charlotte, NC

    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. The 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 […]

  • June PM Clinic – From SEO to AEO: How AI is Reshaping Marketing

    In Person

    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. Led by the expert panel of Liz Fritz and Rosemary Denney and facilitated by Kat […]