Upcoming Events
The UHNW Institute Collegium
The Collegium is a focused forum that convenes select leaders for candid peer-to-peer dialogue on practice management, featuring facilitator-led breakouts and collective discussions. The in-person occurrence is an invitation-only event.
The UHNW Institute Annual Symposium
The Symposium is a premier two-day forum featuring leading experts and dynamic discussions on the...
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
Past Event Resources
The UHNW Institute’s 2025 Symposium | Meet the Speakers
The 5th Annual UHNW Institute Symposium, The Firm of the Future: Living in the Real World…
Roundtable Replay: The Impact of Evolving Tax Policy on Family Enterprises
The September 19th roundtable explored how evolving tax and legislative policies are shaping the future…
October Theme: Social Impact & Philanthropy
Dear UHNW Institute Members, Our favorite time of year is here! Fall brings our Signature…
Roundtable Replay | The AIM Framework: A New Model for Understanding and Explaining Best Practices in Advisory Services
This roundtable, led by Dr. Jim Grubman, Content Chair at the UHNW Institute, explored…
Roundtable Replay: Trust Owned Enterprises – What Every Advisor Should Know
Trust-owned entities are common in ultra-high-net-worth families—but navigating them is anything but straightforward. This roundtable…
September Roundtable: The Aim Framework — A New Model for Understanding and Explaining Best Practices in Advisory Services
Tuesday, September 9 at 4 PM EST Seasoned advisors recognize the rhythm of effective client…