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X-WR-CALDESC:Events for The UHNW Institute
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260908
DTEND;VALUE=DATE:20260909
DTSTAMP:20261015T202122
CREATED:20260806T181050Z
LAST-MODIFIED:20260827T200311Z
UID:7984-1788825600-1788911999@www.uhnwinstitute.org
SUMMARY:Practice Management Clinic: Business Management KPIs\, How to Measure for Success
DESCRIPTION: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. \nIn this interactive session\, Peter Kim will lead a candid conversation with Rebekah Kohmescher and David Salsburg about how their firms put KPIs to work. The panel will unpack how each firm leverages KPIs\, how they measure them and where there is still work to be done. \nThe format balances panel discussion\, polling questions and breakout groups\, so every attendee has the opportunity to engage and leave with actionable takeaways. \nLearn more about our Practice Management Clinics here. \nMeet the Speakers \nPeter Kim\nChief Operating Officer\, General Counsel & Chief Compliance Officer\nChilton Trust\nBio LinkedIn \nRebekah Kohmescher\nChief Executive Officer and Founding Partner\nAltair Advisers\nBio LinkedIn \nDavid Salsburg\nFounder & President\nGresham Partners\, LLC\nBio LinkedIn
URL:https://www.uhnwinstitute.org/event/practice-management-clinic-business-management-kpis-how-to-measure-for-success/
LOCATION:Zoom
CATEGORIES:Practice Management Clinic
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260909
DTEND;VALUE=DATE:20260910
DTSTAMP:20261015T202122
CREATED:20260820T062130Z
LAST-MODIFIED:20260818T162524Z
UID:8036-1788912000-1788998399@www.uhnwinstitute.org
SUMMARY:SFO Circle Webinar: The Challenges and Opportunities of Aging
DESCRIPTION: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. \nJoin The UHNW Institute on September 9 for an SFO Circle webinar featuring Dr. Zachary Faas\, Vice President\, Client Advisory & Consulting at Intent Clinical for an interactive discussion on The Challenges and Opportunities of Aging through an ultra-high-net-worth lens. \nTogether we’ll explore: \n\nThe emerging challenges associated with aging\nFamily dynamics and difficult conversations\nCapacity\, decision-making and key transition points\nHow family offices can help support longevity\, wellbeing and fulfillment in later years\n\nThe session will include an expert presentation\, interactive case studies and a live Q&A designed specifically for the single family office community. \nSeptember 9\, 2026 · 12:00–1:00 p.m. ET \nThis promises to be a thoughtful and practical conversation on one of the most important issues facing families today. Please note\, this session is for single family office executives only. To apply to attend\, please email koliveri@uhnwinstitute.org.
URL:https://www.uhnwinstitute.org/event/sfo-circle-webinar-the-challenges-and-opportunities-of-aging/
LOCATION:Zoom
CATEGORIES:SFO
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260917
DTEND;VALUE=DATE:20260918
DTSTAMP:20261015T202122
CREATED:20260625T152408Z
LAST-MODIFIED:20260625T152507Z
UID:7880-1789603200-1789689599@www.uhnwinstitute.org
SUMMARY:The UHNW Institute Book Club — September 2026
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. 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. \nThis session will focus on Four Thousand Weeks: Time Management for Mortals by Oliver Burkeman. (Members should ensure they secure their own copy of the book.) The discussion will be co-led by Tara Kehoe\, the Institute’s Librarian\, alongside Laura Harris\, Managing Director\, Private Family Office. \nSign up to attend the session that best fits with your availability (it will be repeated). \nDate: Thursday\, September 17\, 2026 \nLocation: Zoom \nDuration: 1 hour \nTime(s): 12-1 PM (ET) Or 4-5 PM (ET) \nRegister here. https://uhnwinstitutelibrary.org/event/bookclub_2026/  \nFor any questions\, please reach out to tkehoe@uhnwinstitute.org.
URL:https://www.uhnwinstitute.org/event/the-uhnw-institute-book-club-september-2026/
LOCATION:Zoom
CATEGORIES:Study Group
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260924
DTEND;VALUE=DATE:20260925
DTSTAMP:20261015T202122
CREATED:20260713T210044Z
LAST-MODIFIED:20260713T210522Z
UID:7923-1790208000-1790294399@www.uhnwinstitute.org
SUMMARY:The UHNW Institute's Inaugural European Conference: Transforming Wealth Management Through Global Collaboration
DESCRIPTION:The UHNW Institute’s first European Conference is taking place this fall at the Saïd Business School\, University of Oxford.   \nAs 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 at the future of wealth through a global lens.  \n Attendees will gain insights into emerging trends\, family dynamics and succession planning\, cross-border deal-making\, and the latest thinking\, models\, and resources from the UHNW Institute shaping the profession. \nEvent Details:  \n\nDate: Thursday\, 24 September 2026 \n\n\nLocation: Saïd Business School\, University of Oxford | Oxford\, England \n\nAccommodations:  A conference rate at The Store Hotel will be made available to regsitered attendees  \nOptional Experience: A special guided tour of Oxford will also be made available to registered attendees.A detailed agenda with session descriptions will be available soon. Members can register here: https://uhnwinstitutelibrary.org/event/inauguraleuropeanoxfordconference/  \nIf you are interested in membership and attending this event\, contact us here.   \nFeatured Speakers Include:  \n  \n \nJennifer East   \nFounder\, ONIDA Family Advisors  \nInternational Advisory Board\, The UHNW Institute   \nLinkedIn | Bio  \n  \n  \nAlexander Fellowes   \nPartner\, Spencer House Partners  \nLinkedIn | Bio  \n  \n \nRhian Anwen-Hamill  \nManaging Partner\, RAH Partners   \nDirector of Family Enterprise\, London Business School  \nLinkedIn | Bio  \n  \n  \nRuss Haworth   \nHead of Family Governance\, Transition & the Next Generation   \nCharles Park Family Office  \nAdvisory Board\, The UHNW Institute  \nLinkedIn | Bio  \n  \n \nChristian Kent   \nPartner  \nArdea Partners International LLP  \nLinkedIn | Bio  \n  \n  \nFarah Khushabi   \nDirector of Psychology  \nDallington Associates  \nLinkedIn | Bio  \n  \n \n Bridget Kustin   \nSenior Research Fellow\, Saïd Business School   \nDirector\, Ownership Project  \nLinkedIn | Bio  \n  \n \nJamie McLaughlin   \nFounder & CEO\, J.H. McLaughlin & Co.  \nBoard of Directors\, The UHNW Institute  \nLinkedIn | Bio  \n  \n \nTom McCullough   \nPartner  \nCorient  \nHead of Thought Leadership and Strategy\, The UHNW Institute  \nLinkedIn | Bio  \n  \n \nLudovic Phalippou   \nProfessor of Financial Economics  \nSaïd Business School  \nLinkedIn | Bio  \n  \n  \nGregg Robins   \nFounder\, Robins Advising   \nInternational Advisory Board\, The UHNW Institute  \nDean’s Fellow\, Saïd Business School  \nLinkedIn   \n  \n \nLaurent Roux   \nCEO & Founder\, Gallatin Wealth Management   \nChair of the International Advisory Board\, The UHNW Institute   \nLinkedIn | Bio  \n  \n \nSamie Zare   \nManaging Director\, EMEA FIG  \nJefferies  \nLinkedIn   \nWith special thanks to our partners: PURE Insurance (Educational Partner)\, WealthBriefing (Media Partner) and Oxford Saïd School of Business (Host/Venue Partner). 
URL:https://www.uhnwinstitute.org/event/the-uhnw-institutes-inaugural-european-conference-transforming-wealth-management-through-global-collaboration/
LOCATION:Saïd Business School\, University of Oxford | Oxford\, England
CATEGORIES:Other,Regional Event
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