Upcoming Events
Family Wealth Report Family Office Cybersecurity Forum 2026
The Family Wealth Report Family Office Cybersecurity Forum takes place on Thursday, June 11, 2026, at BNY's offices in New York City. The program brings together family office principals, CIOs and security professionals for a focused examination of the cyber threats targeting private wealth and the policies, processes and technologies designed to defend against them.
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
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…
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…