Upcoming Events
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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
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…
Protecting the Legacy of Family Offices and Family Businesses in Today’s Legislative Environment
Lunch & Learn | Friday, September 19, 2025 | 11 AM – 1 PM ET…