Events
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On Tuesday, September 8 at 4:00pm ET, The UHNW Institute will host its next Practice Management Clinic, KPIs: How to Measure for Success, focused on the Business Management pillar of the Institute's Building Blocks of Practice Management. In this interactive session, Peter Kim will lead a candid conversation with Rebekah Kohmescher and David Salsburg about […] |
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As families live longer, the role of the family office continues to evolve. The conversations are no longer only about wealth transfer. They now center on aging, health, decision-making, caregiving and helping families navigate life's transitions with confidence and dignity. Join The UHNW Institute on September 9 for an SFO Circle webinar featuring Dr. Zachary […] |
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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. This session will focus on Four Thousand […] |
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The UHNW Institute's first European Conference is taking place this fall at the Saïd Business School, University of Oxford. As wealth becomes increasingly international and the needs of ultra-high-net-worth families shift, working across borders requires a different level of shared expertise. This exclusive gathering brings together leading advisors, family office executives and senior industry professionals from across Europe to look […] |
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