Upcoming Events
June PM Clinic – From SEO to AEO: How AI is Reshaping Marketing
On June 9 at 4:00pm ET, the UHNW Institute will host its next Practice Management Clinic, "From SEO to AEO: How AI is Reshaping Marketing," focusing on the Sales and Marketing pillar of the Institute's Building Blocks of Practice Management.
The Women’s Leadership Summit
The Women’s Leadership Summit is an exclusive event for women advisors, family office executives, and...
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.
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 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
Q2 Featured Member Q+A: Brian Hughes
This month, the Institute spotlights our quarterly conversation with Brian Hughes, President of Eton Advisors.…
Five Things About the UHNW Institute Resource Library
The UHNW Institute Resource Library has quietly grown into one of the most comprehensive curated…
Congratulations to the 2026 Family Wealth Report Award Winners!
The UHNW Institute congratulates all of the recipients recognized at the 2026 Family Wealth Report…
May Roundtable: Geopolitics & Risk: Turning Headline Risk into UHNW Family Strategy
Thursday, May 28 | 3:30 PM ET Members can register in the portal here. The…
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…