Upcoming Events
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 for Multi-Generational Success: Building a Coalition of the Willing for a roundtable discussion on March 26 at 3:30 PM ET.
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...
No upcoming Siganture Events
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
Inside the 2025 UHNW Institute Symposium: The Firm of the Future: Living in the Real World – The Toolkit in Action
How are leading firms actually delivering integrated wealth management to UHNW families today, and what…
The Obsolete Armor: Integrated Risk Management for the AI Era
Join The UHNW Institute for our first program of the year on January 29 at…
2026 Member Orientations: Making the Most of Your UHNW Institute Membership
The UHNW Institute will host live member orientations every other month in 2026. These sessions…
Our Multi-Family Office (MFO) Study Group Will Continue in 2026
The MFO Study Group, is led by Laurent Roux, and will focus on the practical application of the Ten Domains of…
2025 Symposium Recap—The Firm of the Future: Living in the Real World – The Toolkit in Action
2025 Symposium Recap—The Firm of the Future: Living in the Real World – The Toolkit…
The UHNW Institute’s 2025 Symposium | Meet the Speakers
The 5th Annual UHNW Institute Symposium, The Firm of the Future: Living in the Real World…