UHNW Institute Women’s Leadership Summit: Preparing the UHNW Industry for the Female Decision-Maker and the Coming ‘Wealth Shift of the Century’

The UHNW Institute’s Women’s Leadership Summit, a signature event exclusively designed for women in wealth management, is an opportunity to discuss the implications and hurdles associated with this impending ‘wealth shift,’ and exchange ideas, share experiences and build connections that support our professional growth and leadership.

 

Held April 30 – May 1, 2025, in Palm Beach, Florida, this inaugural event brings together female advisors, industry professionals and decision-makers to discuss the impact of the great wealth transfer, the expanding role of women in financial leadership and strategies for long-term success.

With a carefully curated agenda, attendees will engage in discussions on topics such as:

• The Wealth Transfer of the Century—How the shifting of financial influence is shaping the industry
• Transitioning into Leadership Roles—Creating a roadmap to manage the expanding roles and responsibilities of women in firms, family offices and families
• The Great Balancing Act: The Sandwich Generation and the Roles We Play— Finding equilibrium as we help our teens launch, care for our aging parents, reach the pinnacle of our career and nurture our own relationships and well-being
• Fiscal Diversity: Fresh Thinking on Fiscal Unequals —  How the imbalance affects relationships of UHNW women and ways to support this issue for all generations
• The Family Fire Drill—Ensuring preparedness and smooth transitions in family wealth governance

 

This event also includes structured networking, breakout discussions and opportunities for professional engagement in an intimate setting.

Registration is now open, but space is limited. Secure your place today by clicking here.

For Educational Partner inquiries or questions, please contact Cevans@uhnwinstitute.com.