Upcoming Events
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.
March Roundtable – A Blueprint for Multi-Generational Success: Building a Coalition of the Willing
The UHNW Institute invites members to join the authors of its latest whitepaper, A Blueprint...
New for 2026: The UHNW Institute Book Club
The UHNW Institute’s Book Club offers members a facilitated yet informal space to explore thought-provoking...
Global Perspectives, Shared Challenges
This upcoming pre-recorded webinar, set for release on March 12, will introduce the Institute’s International...
2026 Human Capital Practice Management Clinic
Join us for an interactive Practice Management Clinic exploring areas of training that can help...
The Collegium is a focused forum that convenes select leaders for candid peer-to-peer dialogue on practice management, featuring facilitator-led breakouts and collective discussions. The in-person occurrence is an invitation-only event.
The Symposium is a premier two-day forum featuring leading experts and dynamic discussions on the most pressing issues in wealth management. Through panels and collaborative sessions, participants engage in meaningful dialogue and knowledge exchange.
The Women’s Leadership Summit is an exclusive event for women advisors, family office executives, and industry professionals shaping the future of family wealth. Designed to inspire and inform, the Summit equips participants with new insights, perspectives, and connections.
Event Calendar
View CalendarThe UHNW Institute offers a dynamic calendar of events designed to foster connection, learning and collaboration among professionals serving ultra-high-net-worth families.
Past Events
Webinar Replay: The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications
Art decisions are rarely only financial. For ultra-high-net-worth families, collections carry questions of value, liquidity,…
Growing from Analyst to Partner: Investing in the Human Capital Within Your Organization
Cultivating the Non-Specialist Skills that Underly Excellence Featuring Kristin Keffeler, MSM, MAPP March 10, 2026…
Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era
Traditional security defenses are no longer sufficient to protect family offices from the rapid advancement…
2026 Practice Management Clinics | Building Capability. Sharing Insight. Advancing the Practice.
As the UHNW landscape continues to evolve, so too do the operational, strategic, and organizational…
The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications
Join The UHNW Institute on February 19 at 3:30-4:30 PM ET for The Evolving Art &…
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…