2025 Member Orientations: Maximizing Your UHNW Institute Membership

The UHNW Institute is excited to introduce live orientations every other month in 2025, offering members valuable opportunities to unlock the full potential of their membership and stay connected with our initiatives.

These sessions are open to Leaders Council Members, Advisory Board, and Faculty members, providing a valuable opportunity to gain a deeper understanding of the Institute’s resources and offerings.

What to Expect:

In these one-hour sessions, participants will explore:

2025 Schedule:

All orientations will be held from 12-1 PM ET on the following dates:

Register via the member portal events page or through weekly member emails.

We look forward to helping you make the most of your UHNW Institute membership.

 

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry