Upcoming Events
Practice Management Clinic: Business Management KPIs, How to Measure for Success
On Tuesday, September 8 at 4:00pm ET, The UHNW Institute will host its next Practice Management Clinic, KPIs: How to Measure for Success, focused on the Business Management pillar of the Institute's Building Blocks of Practice Management.
The UHNW Institute’s Inaugural European Conference: Transforming Wealth Management Through Global Collaboration
The UHNW Institute Collegium
The Collegium is a focused forum that convenes select leaders for candid peer-to-peer dialogue on...
The UHNW Institute Annual Symposium
The Symposium is a premier two-day forum featuring leading experts and dynamic discussions on the...
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.
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
The UHNW Institute Takes an International Look at Philanthropy With a Conversation About Family Philanthropy in Australia
The UHNW Institute Collaborates with Trusts & Estates for the 46th Annual Planning for Large Estates Program
July Masterclass: The Awakening of Family Governance: Evolution of Family Enterprise After the Founder
Family Wealth Report Family Office Cybersecurity Forum 2026
The Family Wealth Report Family Office Cybersecurity Forum takes place on Thursday, June 11, 2026,...
Past Event Resources
New Resource | Introducing the SFO Circle: A Dedicated Membership for Single-Family Office Leaders
Single-family office executives navigate an exceptionally broad range of responsibilities, from investment oversight and risk…
Women Leading the Next Chapter of Wealth: Highlights from the 2026 UHNW Institute Women’s Leadership Summit
The UHNW Institute's latest report captures the key insights and conversations from the 2026 Women's…
NEW THOUGHT LEADERSHIP – THE PERSON IN THE PLAN: WHAT FAMILY ENTERPRISE ADVISORS NEED TO KNOW ABOUT THE INDIVIDUAL LAYER
Family enterprise advisors are often well equipped to handle the structural side of a transition,…
Masterclass Replay: The Awakening of Family Governance
The UHNW Institute's July Masterclass, "The Awakening of Family Governance: Evolution of Family Enterprise After…
June Practice Management Clinic Report Now Available
How will prospective clients find and evaluate advisory firms in an AI-driven world? That question…
The UHNW Institute Collaborates with Trusts & Estates for the 46th Annual Planning for Large Estates Program
For more than four decades, the Annual Planning for Large Estates Program has set the…