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Welcoming New UHNW Institute Team Member: Sarah Camargo
The UHNW Institute is pleased to welcome Sarah Camargo to the team as Administrative & Project Assistant. In her role, Sarah will provide support across administration, project coordination and event management, bringing organizational depth and…
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The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications
Join The UHNW Institute on February 19 at 3:30-4:30 PM ET for The Evolving Art &…

The UHNW Institute’s 2026 Program Calendar is Now Available!
Download the calendar for a comprehensive view of this year’s programs and content designed to…

Inside the 2025 UHNW Institute Symposium: The Firm of the Future: Living in the Real World – The Toolkit in Action
The 2025 Symposium tackled these questions head-on, bringing together practitioners from across the industry to…

Welcome to Our Newest Educational Partner: BCU Risk Advisors
The UHNW Institute is pleased to welcome BCU Risk Advisors as our newest Educational Partner. BCU…

The UHNW Institute Is Launching the Beneficiary Stories Initiative (BSI)
At the UHNW Institute, we believe the most transformative insights in wealth management don’t live…

New for 2026: The UHNW Institute Book Club
The book club will explore timely ideas with a network of fellow professionals. Designed for…