New for 2026: The UHNW Institute Book Club

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 Gathering: How We Meet and Why It Matters by Priya Parker. Sign up to attend the session that best fits with your availability (it will be repeated).

Date: March 24, 2026

Location: Zoom

Duration: 1 hour

Time(s):

12-1pm (ET)

Or

4-5pm (ET)

The discussion will be co-led by Tara Kehoe, the Institute’s Librarian, alongside a rotating co-facilitator drawn from the Institute’s leadership.

Questions – tkehoe@uhnwinstitute.org
Register here.

 

 

Book Club FAQs

Books:
Members are responsible for obtaining a copy of the book (the Institute will not provide copies).

Title selection:
Books are selected by UHNW Institute leadership, with member suggestions welcomed. All selections align with the Institute’s Editorial Guidelines and Content Criteria.

Works must be “think-tank worthy,” reflect the Institute’s inclusive values, and invite debate through rich ideas and multiple interpretations.

Purpose:
The group supports the UHNW Institute’s mission by advancing professional education, strengthening communication across domains, and creating a respectful space to explore new ideas and emerging thinking in service of UHNW families.

Who should join:
UHNW Institute members interested in thoughtful dialogue and cross-disciplinary exchange. Members are welcome to join anytime.

Discussion norms:
We assume positive intent, focus on ideas rather than individuals, respect one speaker at a time, and encourage shared airtime.

*Before it gets booked! Mark your calendar for the next book club discussion on September 22.

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry