Events
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As families grow across generations, governance must account for a broader range of family members, leadership needs and shared responsibilities. This October Masterclass, the second session in the series, examines how two long-established families have adapted their governance practices as their enterprises, family networks and circumstances have changed over time. Both families are geographically dispersed, […] |
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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 […] 
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. […] |
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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 […] |
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