Save the Date: 5th Annual UHNW Symposium | November 17-18, 2025 | New York City

We’re pleased to announce the 5th Annual UHNW Symposium, taking place November 17-18, 2025, in the heart of Midtown NYC.

See below for initial event details.

November 17, 2025

Day 1 – Afternoon

Paramount Club, 1301 Avenue of the Americas, New York, NY 10019

November 18, 2025

Day 2 – Full Day

PwC, 300 Madison Avenue, New York, NY 10017

Additional details to follow. Please watch for upcoming updates and a formal invitation with registration link. We encourage you to respond promptly to reserve your spot at this exclusive member event.

Educational Partners

Thank you to the below Educational Partners for their early contributions to the Symposium.

We hope your firm will also consider becoming an Educational Partner for this year’s Symposium. To learn more, please contact Chloe at Cevans@uhnwinstitute.org.

Recommended Hotels

To assist with your travel plans, we’ve compiled a list of recommended hotels near the event venues; however, you’re welcome to stay at any accommodation of your choice.

Download a PDF of the Save The Date

Interested in becoming a member? Click here to contact us.

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