New Event Series: THE UHNW INSTITUTE MASTERCLASS

The Masterclass Series is a quarterly learning opportunity by and for Institute members and peers.  Our new content offering provides 90-minute, virtual instruction on topics you’ve requested with small class sizes and engaging break-out sessions. You’ll learn new skills and hone existing ones alongside colleagues. Learning opportunities and resources extend beyond the classroom with the upcoming launch of the Institute’s Community Forum for sharing experiences and questions that benefit all members. The UHNW Institute Masterclass is a new complimentary benefit for Institute members. We invite you to share the opportunity to learn with your firm, including emerging leaders, at no additional fee.

NOTE: *The new Masterclass Series will be available to referred non-members two weeks prior to the event for a nominal fee to introduce the Institute’s programming and value to a wider audience. Please consider sharing with your networks to those who may find the topics of keen interest. Membership will receive registration information well before non-members if space is at a premium.

COST:

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