Upcoming Events

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 the headlines and how families can recalibrate their risk frameworks in response.

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...
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

Webinar Replay: The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications
Art decisions are rarely only financial. For ultra-high-net-worth families, collections carry questions of value, liquidity,…

Growing from Analyst to Partner: Investing in the Human Capital Within Your Organization
Cultivating the Non-Specialist Skills that Underly Excellence Featuring Kristin Keffeler, MSM, MAPP March 10, 2026…

Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era
Traditional security defenses are no longer sufficient to protect family offices from the rapid advancement…

2026 Practice Management Clinics | Building Capability. Sharing Insight. Advancing the Practice.
As the UHNW landscape continues to evolve, so too do the operational, strategic, and organizational…

The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications
Join The UHNW Institute on February 19 at 3:30-4:30 PM ET for The Evolving Art &…

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…