Upcoming Events
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 us on May 20 for a regional gathering in Washington, D.C.
May Roundtable | Geopolitics & Risk: Turning Headline Risk into UHNW Family Strategy
At this roundtable, Michael McGowan and Edward Marshall will examine what is actually happening beneath...
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
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…
Family Wealth Report Family Office Fintech and Family Office Investment Forums 2026
The UHNW Institute is pleased to announce two Family Wealth Report forums taking place in…
The UHNW Institute MARCH 2026 MONTHLY THEME – The Architects of Tomorrow: Succession and the Coalition Mindset
Dear UHNW Institute Members, For generations, succession in family businesses and advisory firms has been…
New White Paper—A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part Two
When a family enterprise grows to include 20 or 30 family members who all want…
The New UHNW Institute Website Is Now Live!
The new UHNW Institute website is redesigned and built around a simple goal: make it…