Upcoming Events

October Roundtable: Investment Migration: Cross-Border Tax and Legal Considerations for U.S. and International Families

  • Other
  • Regional Event
Wednesday, November 11 – Friday, November 13, 2026

Cambridge Masterclass for Senior Advisors: Collaborating with an Evolving Family Enterprise

Learn More
No Upcoming Events
No Upcoming Events
No Upcoming Events
No upcoming Siganture Events
No Upcoming Events
No Upcoming Events

Event Calendar

View Calendar
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

  • Regional Event
June 2 | 4:00-6:30 PM ET

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...
Learn More
  • Roundtable
Thursday, May 28 | 3:30 PM ET

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...
Learn More
May 20, 2026

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...
Learn More
  • 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...
Learn More
  • 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...
Learn More
  • Webinars
March 30

Global Perspectives, Shared Challenges

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

Past Event Resources