We invite you to explore The UHNW Institute Symposium page where you will find information and opportunities to contribute to the 2024 event. Additionally, for those unable to join us in 2023 or attendees wanting a recap, the page has all recorded sessions, resources and a few new features.

 

What’s new on the Symposium site?

• Key-takeaways from last year’s event from members like you

• Testimonials from past attendees and why you should attend this year

• Trailers of each recorded session from the event (full videos are available within the Member Portal and Resource Library)

• Event photos featuring you and your colleagues

 

The 2024 UHNW Institute Symposium 

Plan to attend The UHNW Institute’s 2024 Symposium, scheduled for November 13 and 14 in New York City (Dates are subject to change slightly based on venue availability).

Interested in joining us as a Symposium Educational Partner? Have suggestions for venues for our events? Please reach out to us here.

The UHNW Institute Symposium is a members-only event. Interested in becoming a member and attending the 2024 Symposium? Contact us here

 

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