))
THE UHNW Institute Podcast, a bi-monthly series, explores the wealth management industry that serves the UHNW, providing voice to the firms and families they serve as they seek to build, grow and nurture the wealth from one generation to the next. Looking beyond money, the podcast aligns with the Institute’s mission to incorporate the Ten Domains of Family Wealth, with topics related to the financial, investment, governance, estate planning, philanthropy, risk management, leadership, learnin ...
…
continue reading
Summary In this episode, Russ Haworth interviews Anna Nichols, the domain chair for the health and wellbeing domain at the Ultra High Net Worth Institute. They discuss the importance of health and wellness in advising ultra high net worth families and how it intersects with wealth and the family system. Anna shares her expertise in financial commun…
…
continue reading
1
Estate Planning and Legal - Kim Kamin
32:41
32:41
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
32:41
Summary Kim Kamin, the domain chair of estate planning and legal issues, discusses the breadth and complexity of the estate planning and legal domain. She highlights that estate planning goes beyond creating wills and trusts and encompasses wealth transfer planning, administration, closely held businesses, philanthropy, and more. Kim emphasizes the…
…
continue reading
1
Social Impact & Philanthropy - Betsy Erickson
31:02
31:02
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
31:02
Summary In this episode, Russ Haworth interviews Betsy Erickson, the chair of the philanthropy and social impact domain at the Ultra High Net Worth Institute. They discuss the role of the domain chair, the complexity of philanthropy, and the importance of integration across domains. Betsy also talks about the barriers that families face in philanth…
…
continue reading
1
Governance and Decision Making - Dennis Jaffe
27:58
27:58
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
27:58
In this episode, host Russ Haworth is joined by Dennis Jaffe, the Domain Chair for Governance and Decision Making at the Ultra High Net Worth Institute. Dennis shares his extensive experience and insights into the complexities of governance and decision-making within family enterprises. They discuss the importance of governance, its various facets,…
…
continue reading
1
Leadership and Transition Planning - Amy Renkert Thomas
28:29
28:29
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
28:29
Summary In this episode, Russ Haworth interviews Amy Renkert-Thomas, the chair of the leadership and transition planning domain at the Ultra High Net Worth Institute. They discuss the importance of leadership and transition planning in multi-generational family enterprises. Amy emphasizes the need for leaders to adapt their leadership style as the …
…
continue reading
1
The Ten Domains of Family Wealth - Jim Grubman
30:22
30:22
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
30:22
Summary In this episode, Dr. Jim Grubman discusses the 10 domains of family wealth. The model was developed to provide a taxonomy and hierarchy of the needs of ultra high net worth families, independent of specific service providers. The 10 domains include financial and investment management, estate planning and legal matters, social impact and phi…
…
continue reading
1
Introducing The UHNW Institute - Steve Prostano
27:03
27:03
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب
27:03
Summary In this episode, Steve Prostano, the founder and chairman of the Ultra High Net Worth Institute, discusses the creation and mission of the Institute. He shares how the Institute was formed organically in 2018 and the gap it aims to fill in the family wealth space. The Institute focuses on educating and helping families navigate the wealth m…
…
continue reading
