The UHNW Institute’s Practice Management Clinics

Through research, surveys and member feedback, The UHNW Institute has found that many corporate members have placed a high priority on improving their practice management acumen. Fortunately, given the depth and breadth of experience of our Advisory Board, we are uniquely positioned to meet this need.

Please join us in 2023 for a new educational feature for members where participants can explore the Building Blocks of Practice Management in an interactive and focused peer setting. These 10 virtual deep dives are meant to explore the group’s priorities among the Building Blocks to build new skills and operationalize best practices.

Learn more about The UHNW Institute’s Practice Management Clinics, including the registration process and calendar of clinics, below.


Each clinic will explore one of the Building Blocks of Practice Management (see graphic below) in extensive detail through peer-to-peer discussions among senior leaders and subject matter experts. Participants should walk away with the guidance necessary to build new skills or operationalize best practices. Following each clinic, discussions will then be able to continue through a dedicated community group forum within The UHNW Institute member portal.



All attendees must register for each clinic in advance. Registration will close one week in advance of the clinic.

During registration, attendees can submit their questions, issues and/or pain points relating to the clinic’s Building Block. These submissions will create the focus of conversations for each clinic, enabling all of the group’s collective priorities to be addressed.


Attendees should be members of The UHNW Institute and corporate senior leaders. Members can invite a senior member of their firm, so long as they have a strong competency in the relevant Building Block.

Each clinic will be capped at 12 attendees, including a Practice Management Committee Moderator. If enrollment exceeds 12 attendees, the group will be split up and we will conduct multiple concurrent sessions.

2023 Calendar of Clinics

There will be 10 clinics total throughout 2023 and all clinics will last for 1.5 hours. While dates and times are subject to change, please find our current calendar of clinics below. Please note: some of the Building Block topics for later in the year are coming soon.

If you are interested in learning more about any of our upcoming Practice Management Clinics or joining The UHNW Institute, please do not hesitate to contact us.