Upcoming Events

The UHNW Institute Annual Symposium
The Symposium is a premier two-day forum featuring leading experts and dynamic discussions on the...
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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: Business Sustainability and Capital Structure in a Maturing Industry
As organizations in the family wealth field evolve, new questions are emerging around ownership models,…
Save the Date: 5th Annual UHNW Symposium | November 17-18, 2025 | New York City
We're pleased to announce the 5th Annual UHNW Symposium, taking place November 17-18, 2025, in…

Masterclass Replay: The Adventures of Family Conflict: Practical Wisdom & Skills
Conflict in UHNW families is rarely straightforward. Its roots can be subtle, and its effects…

July Roundtable: Trust-Owned Enterprises: What Every Advisor Should Know
July Roundtable: Trust-Owned Enterprises: What Every Advisor Should Know Thursday, July 24 from 4-5:30 PM…

Preparing for the Wealth Shift of the Century: Highlights from the UHNW Institute’s Inaugural Women’s Leadership Summit
With the largest intergenerational wealth transfer in history underway, the Ultra High Net Worth (UHNW)…

July Roundtable: Business Sustainability and Capital Structure in a Maturing Industry
Roundtable | Monday, July 7 at 4 PM ET As firms in the family wealth…
