Virtual Collegium 2025: Defining and Achieving Business Sustainability

Join us for the 2025 Virtual Collegium, Defining and Achieving Business Sustainability. This interactive program, designed for operating principals and practice leaders, fosters peer-to-peer idea sharing through facilitated discussions and small breakout groups.

Choose one of two sessions to attend:

• Wednesday, April 23 | 3:30-5:00 pm ET
• Thursday, April 24 | 12:00-1:30 pm ET

A category of firms that serve UHNW families are emerging to meet a pronounced demand for integrated advisory services that address their clients’ complex and often unique needs. But building the necessary scale to meet that demand can involve tradeoffs in the firms’ organizational design, ownership structure, financial model, staff experience, and client experience. In this context, which firms will be successful?

Specific topics will include:

• Service Model and Delivery
• Organization Design and Capital Structure
• Growth and Profitability

Virtual Session Goals and Expectations:

• Learn and share best practices
• Advance the industry by raising the bar on the possibilities for action.
• Provide participants with practical takeaways to implement within their firms.
• Build relationships with peers who may have a different approach or orientation.

Recommended reading to those planning to attend is the UHNW Institute’s October 2024 Collegium VII Report.

The Institute has also published findings from our earlier Collegia, now available in the Resource Library.

Members can register to attend in the portal, here.