Upcoming Events
The UHNW Institute Collegium
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.
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
Family Wealth Report Family Office Cybersecurity Forum 2026
The Family Wealth Report Family Office Cybersecurity Forum takes place on Thursday, June 11, 2026,...
The Women’s Leadership Summit
The Women’s Leadership Summit is an exclusive event for women advisors, family office executives, and...
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...
Save the Date: UHNW Institute Regional Event in Charlotte, NC | June 2
The UHNW Institute with host and Educational Partner Vanguard invite members in the Charlotte area...
Past Event Resources
May Roundtable Replay: Geopolitics & Risk: Turning Headline Risk into UHNW Family Strategy
"How is this all going to end?" When observing the current global climate, that…
Inside the UHNW Institute’s April 2026 Virtual Collegium: Human Capital, Integrated Advice & AI
As AI rapidly reshapes advisory work, how will firms attract, develop, and retain the next…
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…
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…