Upcoming 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
Roundtable Replay: Is There a Doctor in the Firm? The Changing Role of Wealth Advisors in Addressing Client Health Concerns
Physical, mental or behavioral health concerns can shape how UHNW families make decisions, manage risk…
Family Wealth Report Family Office Cybersecurity Forum
UHNW Institute members are invited to join on a complimentary basis the Family Wealth Report…
The Adventures of Family Conflict: Practical Wisdom & Skills
Our next Masterclass is designed for advisors who want to strengthen their ability to support…
The UHNW Institute May 14 In-Person Presentation and Networking Mixer
Join the UHNW Institute, in partnership with Trove and Presage Global, to discuss strengthening family…
The UHNW Institute’s Women’s Summit | Meet the Speakers
The inaugural UHNW Institute's Women's Summit will take place April 30-May 1, 2025, bringing together leading voices…
The Changing Role of Wealth Advisors in Addressing Client Health Concerns
Is there a doctor in the firm? When health becomes part of the conversation, wealth…