Upcoming Events
Practice Management Clinic | The Changing Landscape of Family Office Services May 12 | 4:00pm ET
The UHNW Institute with host and Educational Partner Vanguard invite members in the Charlotte area to join us on June 2 for an evening focused on the Human Side of Governance.
Save the Date: UHNW Institute Regional Event in Charlotte, NC | June 2
The UHNW Institute with host and Educational Partner Vanguard invite members in the Charlotte area...
Collegium X: Human Capital: Competing Forces: The Challenge of Delivering Integrated Advice in the Era of AI
Join us for our Virtual Collegium X: Human Capital: Competing Forces: The Challenge of Delivering Integrated Advice...
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...
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
Roundtable Replay: A Blueprint for Multi-Generational Success: Building a Coalition of the Willing
"Who will take over the business after you?" The question assumes succession is a baton…
The UHNW Institute APRIL 2026 MONTHLY THEME – The Two-Way Path of Wisdom: Redefining Talent Development Through Coaching & Mentorship
Dear UHNW Institute Members, Spring is in full swing at the Institute this month, and…
New Webinar: Global Perspectives, Shared Challenges
The UHNW Institute is expanding its global reach to support advisors serving ultra-high-net-worth families across…
New Report Available: March Practice Management Clinic, Growing from Analyst to Partner
Why are advisors still being trained for a model that no longer reflects how wealth…
Collegium X: Human Capital: Competing Forces: The Challenge of Delivering Integrated Advice in the Era of AI
Join us for our Virtual Collegium X: Human Capital: Competing Forces: The Challenge of Delivering…
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…