Save the Date: UHNW Institute Regional Gathering in Washington, D.C. | May 20

The UHNW Institute and Educational Partner, DonorsTrust, invite members in the D.C. area to join us on May 20 for a regional gathering in Washington, D.C.

The evening will open with an interactive discussion on Donor-Advised Funds (DAFs), featuring UHNW Institute faculty member, Lukas Dwelly, Philanthropic Advisor at DonorsTrust.

Date: Wednesday, May 20

Time: 5:30-7:30 PM ET

Location: Joe’s Seafood, Prime Steak & Stone Crab, 750 15th St NW, Washington, D.C.

We truly appreciate DonorsTrust’s generosity as this event’s educational partner.

Register now, space is limited.

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