UHNW Institute Brings Global Wealth Strategy to Oxford

The conference, held at the Saïd Business School, marks the non-profit’s expansion beyond its North American roots. Rather than focusing solely on technical tax or investment management, the sessions will highlight the Institute’s 'Ten Domains of Family Wealth' framework. This model encourages advisors to integrate financial expertise with the human dimensions of wealth, including succession planning, family dynamics, and the preparation of rising generations.

Academic research will play a significant role in the proceedings, with Oxford professors Dr. Bridget Kustin and Ludovic Phalippou presenting findings on private capital and the ownership of private businesses. The event also addresses the rapid globalization of family offices, featuring panels on transatlantic deal-making and the strategic alliances forming between North American, UK, and European wealth managers.

According to Jennifer East of ONIDA Family Advisors, the gathering aims to move beyond traditional professional silos by fostering a collaborative environment for practitioners. By connecting diverse regulatory and advisory traditions, the Institute seeks to establish higher global standards for serving families whose interests span multiple borders and generations. The afternoon sessions conclude with an evening reception, intended to facilitate further dialogue among the attendees.