Ultra High Net Worth (UHNW) Summit
Tuesday, June 9
This track focuses on how forward-thinking firms are addressing generational transitions, optimizing direct investments, expanding service offerings, and leveraging technology to create lasting legacies. This isn’t just theory—it’s a roadmap for building the next generation of family wealth management.
Leave with actionable strategies and frameworks to empower future family leaders, enhance investment opportunities, optimize estate planning, and leverage technology to strengthen your operating model and create a long-term competitive edge.
What to expect
The hottest topics
Deep-dive into the trends, challenges and opportunities in:
- Direct acquisitions of private companies
- Empowering future family leaders
- Family office services
- Estate and wealth transfer planning
- Leveraging tech in estate planning
Who you'll hear from
Our summit speakers bring their expertise, specialized knowledge and experience to the room for a focused learning experience like no other.
Confirmed speakers include Alex Hargrove, Patrick Schultz and many more.
Who you'll meet
The UHNW Summit is designed for family offices and RIAs ready to move beyond traditional approaches and embrace innovative strategies for managing and preserving ultra-high-net-worth (UHNW) family wealth.
Connect with family office executives, RIAs serving UHNW clients, estate planning specialists, wealth strategists and advisors focused on legacy planning and intergenerational wealth transfer.
Go further with your networking
The EDGE Pavilion
Get an early look at the EDGE Pavilion (Expo Hall) on Tuesday, June 9, from 3:30–4:15 pm, home to 125+ market-leading wealthtech providers, investment managers and more.
Opening night reception
Cap off the summit day by attending the Opening Night Reception—your chance to connect with fellow attendees and compare key takeaways over refreshments.
It's not just the UHNW Summit taking place that day!
Switch between all 5 summits on Tuesday June 9 at your leisure.
AI Assembly Summit | Private Markets Investing Summit | Strategic Investing Summit | Tech for Growth Summit | UHNW Summit
Cherry pick the content and speakers you want to see to make every moment count.
Sponsor the summit
Raise your profile. Make and reinforce relationships. Increase brand awareness.
Sponsoring the summit day gives you unparalleled access to senior-level advisors with a special interest in AI.
Contact our team at sponsoredge@informa.com.
