Upcoming Events

October Masterclass — Governance Over Generations: Experiences of Two Large, Hundred-Year Families on Sustaining Long-Term Governance

  • Masterclass
October 19-23, 2026

Global Family Office Summit at Château d’Hauteville, Switzerland

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Event Calendar

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The 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

  • Practice Management Clinic
May 12 | 4 PM ET

Practice Management Clinic | The Changing Landscape of Family Office Services May 12 | 4:00pm ET

The UHNW Institute with host and Educational Partner Vanguard invite members in the Charlotte area...
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  • Virtual Collegium
April 23 | 3:30 pm ET

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 Integrated Advice...
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  • Webinars
March 30

Global Perspectives, Shared Challenges

This upcoming pre-recorded webinar, set for release on March 30, will introduce the Institute’s International...
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  • Roundtable
March 26

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...
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  • Study Group
March 24, 2026

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...
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Past Event Resources