Insightful Education.
Actionable Ideas.
Meaningful Collaboration.
The UHNW Institute’s 2026 Program & Contnet calendar is now available.
Download the 2026 UHNW Program and Content Calendar and join the Institute for a year of content aligned with the Ten Domains of Family Wealth.
The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications Join The UHNW Institute on February 19 at 3:30-4:30 PM ET for The Evolving Art & Collectibles Landscape: Market Trends and Next-Gen Implications, a conversation with Ronald Varney. The art and collectibles market is being reshaped by shifting global
The UHNW Institute’s 2026 Program calendar is now available! Download the calendar for a comprehensive view of this year’s programs and content designed to advance education, foster collaboration, and support consistent, integrated planning and decision-making for UHNW families. Please note that event dates and times are subject to change, and
Inside the 2025 UHNW Institute Symposium: The Firm of the Future: Living in the Real World – The Toolkit in Action How are leading firms actually delivering integrated wealth management to UHNW families today, and what does it take to do it well? The 2025 Symposium tackled these questions head-on,
Welcome to Our Newest Educational Partner: BCU Risk Advisors The UHNW Institute is pleased to welcome BCU Risk Advisors as our newest Educational Partner. BCU Risk Advisors works with ultra-high-net-worth families and their advisors on a range of risk management considerations, including insurance strategy, risk mitigation, and tailored approaches designed to address
The UHNW Institute Is Launching the Beneficiary Stories Initiative (BSI) At the UHNW Institute, we believe the most transformative insights in wealth management don’t live in spreadsheets—they live in stories. One story we rarely hear, yet absolutely need, is the beneficiary experience: what it feels like to receive wealth, to inherit expectations,
New for 2026: The UHNW Institute Book Club The UHNW Institute’s Book Club offers members a facilitated yet informal space to explore thought-provoking books and exchange perspectives with peers across disciplines. The book club will explore timely ideas with a network of fellow professionals. Designed for those who value thoughtful dialogue,
