Upcoming Events
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.
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
October Masterclass — Governance Over Generations: Experiences of Two Large, Hundred-Year Families on Sustaining Long-Term Governance
The UHNW Institute Collegium
The Collegium is a focused forum that convenes select leaders for candid peer-to-peer dialogue on...
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…