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 advance education, foster collaboration, and support consistent, integrated planning and decision-making for UHNW families.

Please note that event dates and times are subject to change, and additional programming and content will be added throughout the year. Updated versions will be shared with members and posted as more information becomes available. For further event details, members may visit the UHNW Institute’s Events page within the member portal.

Download the Calendar

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