Upcoming Events
2026 Human Capital Practice Management Clinic
Join us for an interactive Practice Management Clinic exploring areas of training that can help your organization support its talent growing into high-impact colleagues.
Global Perspectives, Shared Challenges
This upcoming pre-recorded webinar, set for release on March 30, will introduce the Institute’s International...
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...
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...
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...
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
New White Paper Available in the Resource Library: An Introduction to The UHNW Institute
The UHNW Institute has released a new white paper that provides a foundational overview of…
Family Wealth Report Family Office Fintech and Family Office Investment Forums 2026
The UHNW Institute is pleased to announce two Family Wealth Report forums taking place in…
The UHNW Institute MARCH 2026 MONTHLY THEME – The Architects of Tomorrow: Succession and the Coalition Mindset
Dear UHNW Institute Members, For generations, succession in family businesses and advisory firms has been…
New White Paper—A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part Two
When a family enterprise grows to include 20 or 30 family members who all want…
The New UHNW Institute Website Is Now Live!
The new UHNW Institute website is redesigned and built around a simple goal: make it…
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,…