Upcoming Events
Global Perspectives, Shared Challenges
This upcoming pre-recorded webinar, set for release on March 30, will introduce the Institute’s International Advisory Board and explore how global perspectives are shaping the future of UHNW advisory practice.
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...
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
The UHNW Institute’s 2026 Program Calendar is Now Available!
Download the calendar for a comprehensive view of this year’s programs and content designed to…
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…