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On the show
Recent episodes
The Future of Leadership in Wealth Management: Coaching & Mentorship Strategies
Apr 29, 2026
Unknown duration
A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part Two
Mar 27, 2026
Unknown duration
A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part One
Mar 13, 2026
Unknown duration
Family at the Center: Redefining the Role of the SFO
Mar 11, 2026
Unknown duration
Building an Integrated Family Office
Feb 27, 2026
Unknown duration
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 4/29/26 | The Future of Leadership in Wealth Management: Coaching & Mentorship Strategies | This episode examines one of the defining challenges in ultra high net worth wealth management and family office environments: how do you identify, develop, and retain the next generation of leaders at a time when client expectations, generational values, and organisational cultures are all shifting simultaneously?Drawing on the experience and perspectives of Milton Pedraza and Richard Orlando, the conversation moves from the conceptual to the practical. It covers the meaningful distinctions between coaching and mentorship, the conditions that allow emerging leaders to genuinely flourish, and why so many high-calibre firms inadvertently stall the development of their best people despite having every intention to do the opposite.At its core, this is an episode about trust: how leaders earn it from clients, how organisations earn it from their people, and how the field of wealth management must evolve its culture and leadership philosophy if it is to attract and hold the talent it needs for the long term.After listening to this episode, practitioners and leaders in wealth management and family office contexts should come away with:A clearer understanding of the difference between coaching and mentoring, and when each is most appropriate.Practical insight into the conditions that either support or undermine leadership development within high-calibre organisations.A more nuanced view of what emerging leadership looks like beyond technical competence or seniority.Specific prompts for reflecting on how their own organisations approach talent development and retention.A stronger appreciation of the generational dynamics shaping client and colleague expectations in wealth management today.Concrete questions to ask when evaluating whether their firm’s leadership culture is fit for the next decade. | — | ||||||
| 3/27/26 | A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part Two | Coalition of the Willing - Part Two In this episode, co-authors Bryn Monahan, Meredith Straight Thomas, Paul Edelman and Russ Haworth explore the evolving concept of leadership and governance within family enterprises, emphasizing the importance of creating inclusive, resilient systems that go beyond traditional succession models. We unpack how coalition-building, behavioral change, and advice play crucial roles in fostering long-term sustainability.Main Topics Covered:The shift from single successor to a coalition approach for leadershipDeveloping behavioral habits and decision-making models for effective governanceEnhancing family cohesion and identity through inclusive participationThe role of external advisors in supporting transition and developmentCreating resilience and long-term sustainability across generationsPractical tools like decision grids and running governance 'gyms' to build capacityChapters00:00 - Introduction to the White Paper: Building a Coalition of the Willing02:51 - Moving from linear succession to coalition-based leadership models03:51 - The importance of creating systems allowing multiple voices04:35 - How diversity of experience enriches family enterprise resilience05:57 - Transition from single leader to a coalition: benefits and challenges08:15 - Evolving identity and participation in family governance09:36 - Enhancing family cohesion through diversified paths and roles12:24 - The importance of parallel readiness: governance reform and developmental work14:58 - Developing capabilities like judgment, communication, and EQ16:42 - Overcoming behavioral habits and systemic patterns in family governance19:34 - The complexity of behavioral change vs. structural changes22:44 - Practical examples of behavioral development (junior boards, incremental leadership)29:22 - Cultivating a culture that values disagreement and open dialogue32:18 - The metaphor of 'governance gym' to build sustained behaviors and habits35:47 - The importance of explicit problem-solving models and decision grids39:56 - The risk of divergence from agreed governance practices and how to mitigate42:49 - The resilience benefits of coalition-based governance for long-term continuity44:18 - Shifting perceptions of stewardship and leadership responsibility48:06 - The expanding role of advisors in supporting behavioral and systemic change49:42 - Future of advisory roles: practicing governance beyond structural designThis episode emphasizes that effective governance in family enterprises is a behavioral journey supported by systemic tools. External advisors are pivotal in helping families navigate discomfort and ingrained patterns to achieve resilience and long-term success.Links: White Paper - Part One White Paper - Part Two | — | ||||||
| 3/13/26 | A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part One | SummaryIn this episode of the Ultra High Net Worth Institute podcast, host Russ Haworth, along with guests Amelia Renkert-Thomas and Daniel Trimarchi, discuss their white paper titled 'A Blueprint for Multi-Generational Success.' They explore the challenges of traditional succession planning, the importance of evolving governance structures, and the need for clarity and accountability in family enterprises.The conversation emphasizes the significance of education, co-creation, and addressing fears associated with structural changes. The episode concludes with practical steps for families to begin their governance journey and the importance of building a coalition of the willing for future success.Chapters00:00 Introduction to the Ultra High Net Worth Institute Podcast06:17 The Role of Governance in Family Enterprises16:20 Reducing Friction Through Effective Governance22:22 Co-Creation of Governance Structures28:21 Addressing Fears in Structural Changes34:49 The Coalition Mindset in Leadership40:10 Practical Steps for Families in TransitionLink to the Paperhttps://www.uhnwinstitute.org/new-white-paper-a-blueprint-for-multi-generational-success-building-a-coalition-of-the-willing-part-one/ | — | ||||||
| 3/11/26 |  Family at the Center: Redefining the Role of the SFO | SummaryThis episode explores the vital role of learning within single family offices, emphasizing how cultivating a culture of curiosity, development, and leadership can create lasting resilience beyond financial assets. Guests share insights on building a learning ecosystem, the importance of internal competencies, and practical strategies for integrating learning into family office practices.Chapters00:00 Introduction: The Shift to Family-Centered Learning in SFOs01:24 Why Learning Matters More Than Ever in Family Offices03:02 The Multifaceted Approach to Learning and Development04:56 What Gets Missed Without Focus on Learning06:02 Values, Culture, and Legacy in Family Learning07:52 Creating a Culture of Growth and Curiosity12:50 Defining the Chief Learning Officer Role in Family Offices14:39 Building a Culture of Growth: Fixed vs. Growth Mindset17:17 Internal Competencies for Family Members and Staff19:20 Introducing Learning Topics in Family Meetings22:20 Engaging the Next Generation Through Tailored Learning24:49 Outsourcing Learning and Development in Family Offices28:25 Seizing Found Moments for Learning Opportunities34:28 Key Mindset Shifts for Families Regarding Learning36:16 Integrating Learning into Family Retreats and Meetings38:22 Conclusion: Building Resilience Through Family LearningResourcesJPMorgan Wealth Management - https://www.jpmorgan.comTwinwood Family Office - https://twinwoodfamilyoffice.comThe Cenozia Group - https://cenozia.comCarol Dweck's research on Mindset - https://mindset.yale.eduCitizen Kid Book Series - https://citizenkid.comBehavioral Finance Museum in Chicago - https://behavioralfinancemuseum.comGuest linksLinkedIn - https://linkedin.com/in/kristin-oliveiraLinkedIn - https://linkedin.com/in/stacey-allredLinkedIn - https://linkedin.com/in/vanessa-reniersLinkedIn - https://linkedin.com/in/bill-woodson | — | ||||||
| 2/27/26 | Building an Integrated Family Office | Episode OverviewIn this episode, Joe Reilly speaks with Tom McCullough, Founder and Chairman of Northwood Family Office and Managing Director of Thought Leadership and Strategy at the Ultra High Net Worth Institute.Tom reflects on his journey from traditional investment management into building one of Canada’s early multi-family offices, driven by a simple belief: wealth management must start with the client, not the product.Key TopicsThe Founding of NorthwoodFrustrated by the lack of integrated advice available to his own family, Tom left a 20-year corporate career to build a firm focused on coordination, objectivity and holistic oversight. What began in borrowed office space has grown into a 40-person organisation serving over 100 ultra-high-net-worth families.The Myth of Investment-Centred AdviceTom challenges the assumption that investments are the centrepiece of wealth management. Instead, he advocates for goals-based investing rooted in deep discovery, family priorities and long-term purpose.Wealth of WisdomTom discusses the creation of his two books with Keith Whitaker:Wealth of Wisdom: The Top 50 Questions Wealthy Families AskWealth of Wisdom: Top Practices for Wealthy Families and Their AdvisorsBoth books explore the fundamental questions families face and highlight the importance of curiosity, humility and thoughtful inquiry.Leadership and the Future of the ProfessionNow stepping into a leadership role at the Ultra High Net Worth Institute, succeeding Jim Grubman, Tom shares his focus on making integrated wealth management practical, implementable and sustainable for the next generation of advisors.Core ThemesIntegration over silosPurpose before portfolioEducation for families and advisorsSuccession planning within advisory firmsElevating standards in ultra-high-net-worth advice | — | ||||||
| 12/15/25 |  Integrating AI into the Family Office: From Curiosity to Capability | Episode OverviewIn this focused follow-up to the SFO Circle Clinic in Chicago, host Kristen Oliveri brings together three leading voices in family office technology to explore how artificial intelligence is being thoughtfully introduced into the family office environment. The discussion cuts through hype and looks at practical, values-aligned adoption.What You’ll Hear• Where family offices can realistically begin when exploring AI• How to frame AI as mindset, tool, and strategy• The importance of defining the purpose before selecting solutions• Practical operational use cases, from reporting to data analysis• Emerging applications in investment research and monitoring• Safeguards, governance, and risk considerations• Building team literacy and internal confidence• Preserving human judgement alongside automation• What to look for when choosing technology partners• How AI may influence the next generation of governance and decision-makingThis episode offers clear, grounded insight for leaders who want to explore AI without compromising culture, privacy, or family values.Host: Kristen Oliveri, Senior Family Office AdvisorGuests:• Tania Neild, Founder and CEO, InfoGrate Wealth• Bill Wyman, President, Family Office Services, Summitas• Dan Gregerson, Co-Founder and CEO, Summitas | — | ||||||
| 12/8/25 | Philanthropic Advising Competency Model | SummaryThis episode of the Ultra High Net Worth Institute podcast explores the Philanthropic Advising Competency Model developed by Daylight Today. Hosts Russ Haworth, Tony Macklin, and Marguerite Griffin discuss the evolving role of philanthropic advisors, the need for a structured competency model, and the importance of cultural dexterity and behavioral intelligence in fostering trust and effective communication with clients. The conversation highlights the future of philanthropic advising, emphasizing the integration of purpose and finance, and the skills necessary for the next generation of advisors.Chapters00:00 Introduction to Philanthropic Advising Competency Model04:04 The Evolution of Philanthropic Advising08:25 Understanding the Competency Model Structure12:25 The Intentions Behind the Competency Model15:16 Cultural Dexterity and Behavioral Intelligence22:31 Hiring and Training with the Competency Model25:29 Building Trust Through Competency28:11 Future of Philanthropic Advising34:16 Skills for the Next Generation of Advisors37:25 Key TakeawaysLinksPhilanthropic Advising Competency Model - https://www.daylightadvisors.com/research-philanthropic-advising-competency Barriers to giving - https://www.ncfp.org/knowledge/overcoming-psychological-barriers-to-giving/. | — | ||||||
| 11/28/25 | Integrating Wealth Management: Profitability Drivers, Trade-offs, and Strategic Considerations | SummaryIn this episode of the Ultra High Net Worth Institute Podcast, host Russ Haworth is joined by Kevin Casey (PathStone) and Joe Calabrese (Key Wealth) to explore their new white paper on integrated wealth management. Together they unpack the profitability drivers, trade-offs and strategic considerations that leaders need to understand when deciding whether, and how, to move towards a more integrated model.Drawing on their work across the industry and within the UHNW Institute, Kevin and Joe explain why integration is about far more than “adding services”, and why it often requires a fundamental shift in culture, operating model and economics. They also walk through a practical decision tree and an adapted DuPont model that help firms assess client demand, pricing power, advisor capacity and the real costs of delivering integrated advice.In this episode we coverWhy integration, and why nowHow rising client complexity, the commoditisation of investment management, and growing demand from advisers and families have brought integrated wealth management to the forefront.Integration vs “just adding services”Why true integration is about reshaping the firm’s operating model, talent base and culture, not simply bolting on tax, estate or philanthropic advice. Client demand and avoiding ‘hobby businesses’How to distinguish genuine, scalable demand from “sample of one” client requests, and when outsourcing or partnering may be wiser than building in-house capabilities.Pricing power and the DuPont modelHow to assess whether your firm has real pricing power today, and how integrated offerings affect the balance betweenRevenue per clientClients per adviserAdviser compensationOverall profitabilityThe economics of integrationThe reality that integrated services often reduce adviser capacity and increase people costs, and why that only makes sense if the firm can clearly articulate and charge for the additional value.Talent, culture and cost structureWhy multi-disciplinary teams and in-house specialists are inherently more expensive, and how culture, collaboration and client centricity become critical success factors.Models across the integration spectrumThree example business models, from specialist to fully integrated, and what their different profitability, growth and retention profiles can teach leaders who are considering a shift.Guidance for leaders considering integrationJoe and Kevin’s closing advice:Proceed with caution and a thorough risk assessment (financial, operational, reputational and cultural).Be honest about who you are as a firm and where you sit today.Go into integration “eyes wide open”, with humility and clarity about the trade-offs involved.About our guestsKevin Casey is Head of Corporate Development and Strategy at PathStone, a multi-family office and wealth management firm with roots as a single family office and an integrated, largely insourced service model. He works closely on M&A, strategy and growth, giving him a front-row view of how firms across the industry are approaching integration.Joe Calabrese is Chief Operating Officer of Key Wealth, the wealth management division of KeyBank, overseeing service, product, technology and infrastructure across four distinct client segments, including a significant multi-family office business. Joe has led multiple multi-family offices and is a long-standing contributor to the UHNW Institute’s work on practice management and integrated wealth management.Links: White Paper - https://www.uhnwinstitute.org/new-white-paper-integrating-wealth-management-profitability-drivers-trade-offs-and-strategic-considerations/Ten Domains Episode - https://www.uhnwinstitute.org/podcast/ | — | ||||||
| 10/16/25 | 50 Ways to Leave your Legacy | Episode overviewRuss speaks with storyteller and filmmaker Rick Stevenson about why our personal stories are our most valuable legacy, and how families can use storytelling to connect across generations, strengthen decision making, and shape their philanthropy. Rick shares insights from 8,000+ interviews, the origins of the 5,000 Days Project, and practical ways advisers and families can start capturing stories with care, consent and purpose.Key themesYour story as your greatest asset: Identity, purpose and self-knowledge as the foundation for a lived legacySafe, consent-led storytelling: Why participants should retain control and how privacy builds honesty and depthFrom emotion to insight: How telling a story moves feeling into language and reduces its hold on usA “family voice,” not just a founder’s voice: Interviewing every generation to reveal shared values and differencesPhilanthropy and purpose: How stories surface what people truly care about and guide meaningful givingAdvisers as humans first: Do your own story work to build trust with the whole family, not only the patriarchGetting started at any age: Simple, repeatable practices for capturing stories from early childhood to later lifeNext stepsInstitute members can access the Legacy Playbook in the member portal and resource libraryTo explore a Family Voice series or personal story mentoring, get in touch via the Institute website - https://www.uhnwinstitute.org/ | — | ||||||
| 9/30/25 |  SFO Circle: The Expert Generalist: The Most Valuable Seat in the Family Office | SummaryIn this episode of the SFO Inner Circle Conversations podcast, host Kristin Oliveri and guests Josh Miller, Linda Mack, and Rich Wolkowitz explore the concept of the expert generalist within the single-family office (SFO) space. They discuss the essential skills and qualities needed to thrive in this role, the challenges faced in high-stakes environments, and the importance of continuous learning and adaptability. The conversation also delves into the future of family offices and the evolving role of expert generalists in meeting the diverse needs of ultra-high-net-worth families.TakeawaysThe expert generalist has knowledge across multiple wealth management disciplines.Curiosity and a thirst for knowledge are essential traits.Expert generalists must balance depth in certain areas with breadth across others.Unexpected challenges can arise in high-stakes environments.Intellectual curiosity drives continuous learning and evolution.Building a strong network is crucial for expert generalists.Adaptability is key in dealing with diverse family dynamics.The future of family offices will require more strategic and sophisticated roles.Expert generalists must focus on customization to meet individual family needs.Successful family offices should demonstrate a return on investment for their services.Chapters00:00 The Expert Generalist Defined02:54 Essential Skills for Expert Generalists05:45 Navigating a Day in the Life08:49 Balancing Depth and Breadth of Knowledge11:47 Challenges in High-Stakes Environments14:51 The Importance of Intellectual Curiosity17:49 Continuous Learning and Evolution20:49 Advice for Aspiring Family Office Professionals23:53 The Future of Family Offices26:44 Transformational Changes Ahead | — | ||||||
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| 9/19/25 | Power Maps | In this episode, Russ Haworth engages with Betsy Erickson and David Werdiger to explore the intricate power dynamics within ultra high net worth families. They introduce the concept of the Power Map, a tool designed for advisors to understand and navigate the various sources of power within family structures. The conversation delves into the roles of advisors, the importance of cultural competency, and the evolving landscape of wealth management, particularly in the context of generational transitions and the shift towards a more collaborative approach in family governance. Through a case study, they illustrate the practical application of the Power Map and emphasize the need for advisors to reflect on their own power and influence in family decision-making processes.TakeawaysAdvisors must recognize their own power in family dynamics.Power can manifest in various forms beyond formal roles.The Power Map helps identify and unlock sources of power.Cultural dynamics significantly influence family governance.Wealth 3.0 emphasizes collaboration over control.Families today face more complexity than ever before.Engaging the rising generation is crucial for family success.Advisors should foster an enabling environment for families.The illusion of governance can hinder effective decision-making.Understanding cultural differences is essential for advisors.Chapters00:00 Introduction to Power Dynamics in Ultra Wealthy Families02:58 Understanding the Power Map Concept05:41 Nuanced Sources of Power11:48 The Role of Advisors in Power Dynamics17:32 Practical Application of the Power Map23:59 Empowering Families Through Understanding Power Dynamics27:19 Navigating Complex Family Structures30:12 Cultural Competency in Family Dynamics34:28 The Shift to Wealth 3.041:07 Case Study: Power Dynamics in Family Philanthropy46:06 Key Takeaways for Advisors | — | ||||||
| 8/4/25 | Navigating Risk Management with Kate Norris | Navigating Risk Management with Kate NorrisJoin us in this insightful episode of the Ultra High Net Worth Institute podcast as Russ Haworth sits down with Kate Norris, founder and CEO of Attenuate Risk. They delve into the top risk trends impacting wealth managers and their clients today. Kate shares her journey from financial services to launching her own firm, emphasizing the importance of understanding non-portfolio risks such as physical security, digital footprints, and family dynamics.Key Takeaways:The significance of non-portfolio risks and their impact on financial security. The importance of personalized risk management plans for families. How wealth managers can better understand and address the unique risks faced by ultra-high-net-worth families. The role of wealth advisors in protecting clients' financial legacies.Chapters:Introduction to Kate Norris and Attenuate RiskKate's Journey in Financial ServicesUnderstanding Non-Portfolio RisksThe Role of Wealth Advisors in Risk ManagementTop Risk Trends for Ultra-High-Net-Worth FamiliesPersonalized Risk Management PlansThe Importance of Independent AdviceConclusion and Key TakeawaysFor more information about the Institute head to https://uhnwinstitute.org | — | ||||||
| 7/15/25 | Exploring Wealth Migration | SummaryIn this episode of the Ultra High Net Worth Institute podcast, Russ Haworth speaks with Judy Galst from Henley and Partners about investment migration.They explore the increasing interest from Americans in obtaining alternative residence and citizenship through investment, the differences between residency and citizenship, and the popular programs available. Judy shares insights on the motivations behind this trend, the importance of strong passports, and common misconceptions surrounding investment migration. The conversation emphasizes the need for education and guidance in navigating these options.Chapters00:00 Introduction to Investment Migration02:30 Understanding Investment Migration04:02 The Surge of American Interest10:27 The Importance of Strong Passports12:13 Residency vs. Citizenship16:52 Popular Programs for Americans25:58 Investment Structures and Tax Considerations35:05 Common Misconceptions and Advice | — | ||||||
| 6/17/25 |  Single Family Office Initiative | SummaryThe conversation introduces the new Single Family Office (SFO) membership program by the Ultra High Net Worth Institute, highlighting its purpose, unique offerings, and the insights gathered from advisory board discussions. The speakers discuss the need for relevant content, the complexity of the SFO leader role, and the importance of networking and collaboration among family office executives. They outline the membership structure, benefits, and upcoming events designed to engage members and foster a community of learning and support. Chapters00:00 Introduction to the SFO Podcast02:50 The Need for SFO Membership05:43 Unique Offerings of the Institute08:50 Insights from the Advisory Board11:36 Evolution of the SFO Initiative14:40 Target Audience for Membership17:43 Membership Structure and Benefits20:46 Engaging Events and Clinics23:40 Future Plans and Launch Announcement | — | ||||||
| 5/12/25 | Navigating Elder Care for High Net Worth Families with Teresa Leigh | SummaryIn this episode, Russ Haworth and Teresa Leigh discuss the complexities of elder care within ultra high net worth families. They explore the reluctance of families to bring in external caregivers, the risks associated with transitioning in-house staff to caregiving roles, and the importance of managing expectations during these transitions. The conversation emphasizes the need for proper vetting of care providers, the potential pitfalls of improper vetting, and the role of technology in caregiving. Additionally, they highlight the critical involvement of family members in coordinating care and ensuring the well-being of their loved ones. In this conversation, Teresa Leigh discusses the complexities of caregiving within ultra high net worth families, emphasizing the emotional and relational dynamics that come into play when making care decisions. She highlights the importance of reframing care as a positive experience rather than a negative one, focusing on quality of life rather than costs. Effective communication strategies are essential for families to navigate these discussions, and understanding the risks associated with care management is crucial for ensuring safety and well-being.Chapters00:00 Introduction to Elder Care in High Net Worth Families03:04 Understanding the Reluctance for External Care05:48 The Risks of In-House Staff Transitioning to Caregivers09:04 Managing Expectations with New Caregivers12:13 Protocols for Hiring Caregivers14:47 The Importance of Vetting Care Providers18:02 Potential Pitfalls of Improper Vetting20:49 Integrating Technology in Caregiving24:07 The Role of Family in Care Coordination29:21 Navigating Family Dynamics in Care Decisions34:23 Reframing Care as a Positive Experience39:08 Quality of Life Over Cost44:03 Effective Communication Strategies for Families52:31 Understanding Risks in Care Management | — | ||||||
| 4/1/25 | Exploring the Collegium and Practice Management Council | In this episode of the Ultra High Net Worth Institute Podcast, guest host Jamie McLaughlin sits down with Stephanie Gromek, Managing Partner at BBR Partners, to discuss the origins and purpose of the Collegium and the Practice Management Council within the Ultra High Net Worth Institute. They explore how these initiatives create valuable learning environments for business leaders, advisors, and wealth managers, while also fostering collaboration among industry professionals.Key Topics Discussed:1. The Origins and Purpose of the CollegiumThe Collegium was born out of a panel discussion moderated by Jamie in 2018.Aimed at creating a safe, conflict-free space for industry leaders to share insights and best practices.Addresses the need for unbiased, independent information in the ultra-high-net-worth sector.The Collegium synthesizes discussions into a formal report to advance industry knowledge.Transitioned from virtual during the pandemic to in-person in October 2023 and 2024.Upcoming Collegium VIII will be held virtually on April 23rd & 24th, 2025.2. The Role of the Practice Management CouncilLed by Stephanie Gromek, the council helps industry players learn and share best practices.Focuses on how business leaders can build sustainable firms that meet the evolving needs of wealthy families.Organized around five key pillars:Human Capital: Attracting, retaining, and developing talent.Sales & Marketing: Growing businesses with effective strategiesBusiness Management: Aligning profitability, capital structure, and strategy.Technology: Enhancing operations and client service through innovation.Integrated Wealth Management: Delivering across the 10 domains of wealth management3. Structure of the Practice Management ClinicsExpert-led panels: Featuring professionals from member firms.Breakout discussions: Participants share challenges, best practices, and solutions.Focus on actionable takeaways: Turning insights into tangible strategies.4. Highlights from the October 2024 In-Person CollegiumTopic: Firm Sustainability – critical for long-term success.Keynote by Andrew Schwede del (Bain & Co.): The challenge of scaling intimacy in high-touch businesses.Four core discussion areas:Growth & Profitability – ensuring firms remain competitive.People & Talent – attracting and retaining top professionals.Capital Structure – long-term sustainability of business models.Strategic Focus – defining what firms will and will not do.5. What to Expect at Collegium VIII (April 2025)Two sessions: April 23rd (3:30 PM EST) & April 24th (12:00 PM EST).Virtual format with structured breakout discussions.Reports & takeaways will be shared post-event.Opportunity to collaborate and learn from other leaders in the industry.Designed for C-level executives, business operators, and wealth management professionals.Final Thoughts & Call to ActionThe Collegium fosters a spirit of collaboration and professional growth.Participants leave with new insights, strategic clarity, and stronger industry relationships.The Ultra High Net Worth Institute is committed to being both a think tank and a do tank, ensuring these discussions translate into meaningful advancements.Register now to join Collegium VIII and be part of the conversation shaping the future of the wealth management industry.Thank you for listening!For more information on the Ultra High Net Worth Institute and upcoming events, visit https://www.uhnwinstitute.org | — | ||||||
| 2/24/25 | Interview with Paul Viollis & Edward Marshall - UHNW Security | SummaryIn this episode, Russ Haworth engages with security experts Paul Violis and Eddie Marshall to discuss the critical aspects of security and risk management for ultra high net worth families. They explore common misconceptions about security, the importance of thorough due diligence, and the evolving threats that wealthy families face today. The conversation emphasizes the need for proactive measures and tailored security solutions to protect families from various risks, including cyber threats and physical security breaches. In this conversation, experts discuss the multifaceted nature of cybersecurity threats, particularly focusing on the vulnerabilities of ultra-high-net-worth individuals and their families. They emphasize the importance of intelligence-driven risk management, the role of technology in both facilitating and combating cybercrime, and the necessity of proactive measures to ensure safety. The discussion also highlights the balance between living life fully and maintaining security, advocating for smart, informed decisions rather than paranoia. Ultimately, the conversation underscores the value of expert guidance in navigating these complex challenges.Chapters00:00 Introduction to Security Concerns for Wealthy Families02:08 Common Misconceptions About Security05:45 Understanding Family Security Needs09:55 Identifying Top Threats to Families17:50 The Importance of Due Diligence29:12 Comprehensive Risk Management Strategies35:33 Exploiting Vulnerabilities: The Family Angle36:34 Technical Surveillance Countermeasures: A New Norm37:30 Creating Secure Spaces: The Rise of Skiffs39:11 The Business of Cybercrime: Understanding the Threat42:09 Intelligence as a Shield: Proactive Strategies44:40 The Importance of Intelligence in Risk Management47:22 Finding the Right Partners: A Litmus Test49:28 AI and Cybersecurity: A Double-Edged Sword54:49 Balancing Life and Security: Smart Living01:01:30 Final Thoughts: Prioritizing Family and Security | — | ||||||
| 1/8/25 | Risk Management - Linda Bourn | SummaryIn this episode, Russ Haworth speaks with Linda Bourn, the domain chair for risk management at the Ultra High Net Worth Institute. They explore the unique risks faced by ultra high net worth families, including generational wealth, social media presence, and the evolving landscape of AI. Linda emphasizes the importance of proactive risk management strategies and the role of advisors in recognizing and addressing these risks. The conversation also highlights educational initiatives and resources available for advisors to better support their clients in navigating these complexities.Chapters00:00 Introduction to Risk Management in Ultra High Net Worth Families02:52 Understanding the Unique Risks of Ultra High Net Worth Families06:25 Generational Perspectives on Social Media Risks10:43 Supporting Advisors in Recognizing Risks14:51 The Evolving Landscape of AI and Risk Management16:44 Educational Initiatives and Resources for Advisors20:59 Proactive Risk Management Strategies for Families | — | ||||||
| 12/5/24 | An Interview with Dr Amirala Pasha | SummaryIn this insightful conversation, Dr. Jim Grubman and Dr. Amirala Pasha explore the critical distinctions between collaboration and integration in healthcare, particularly within the context of executive health. They discuss the importance of long-term relationships, the role of expert generalists, and the qualities that make effective integrators. The conversation also highlights the need for practical solutions in patient care and the shift from physical proximity to virtual accessibility in fostering collaboration. In this conversation, Jim and Dr Pasha discuss the significance of accessibility and culture in communication within healthcare, the complexities of business models and third-party payers, the challenges of providing care to VIP patients while adhering to standard practices, the impact of compensation models on care delivery, the importance of training for collaborative care, and the difficulties of building a collaborative culture from scratch.Chapters00:00 Introduction to Collaboration and Integration in Healthcare02:58 Understanding Collaboration vs. Integration06:05 The Role of Expert Generalists in Complex Systems09:04 Qualities of Effective Integrators11:56 Long-Term Relationships in Healthcare and Wealth Management15:09 Collaboration with External Providers18:01 The Importance of Practical Solutions20:54 The Shift from Proximity to Accessibility24:10 Conclusion and Key Takeaways27:39 The Importance of Accessibility and Culture in Communication32:50 Business Models and Third-Party Payers in Healthcare37:36 VIP Patients and Standard of Care40:32 Compensation Models and Their Impact on Care45:41 Training and Education for Collaborative Care52:13 Building a Collaborative Culture from Scratch | — | ||||||
| 11/7/24 | Health and Wellbeing - Anna Nichols | SummaryIn 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 communications and consulting on personal and generational wealth. They also discuss the challenges advisors face in bringing up health and wellness topics with clients and the value of bringing in the right resources. Anna highlights the need for proactive planning for health issues and decision-making in the future.TakeawaysHealth and wellness is a critical component of advising ultra high net worth families as it shapes their decision-making and interactions with each other.Advisors should feel comfortable bringing up health and wellness topics with clients and offering resources and support, even if they are not experts in those areas.The health and wellness domain intersects with all other domains in advising, and it is important for advisors to have a holistic and integrated approach.Proactive planning for health issues and decision-making is crucial, and advisors should have conversations with clients about who they would like to involve in decision-making if they become incapable.The Ultra High Net Worth Institute provides resources and support for advisors in the health and wellness domain, including a resource library and opportunities for learning and collaboration.Chapters00:00 Introduction to the Health and Wellness Domain03:21 Overview of the Health and Wellness Domain06:11 The Importance of Integrating Health and Wellness in Advising10:55 Bringing Up Health and Wellness Topics with Clients14:19 The Interactions Between Health and Wellness and Other Domains19:17 Proactive Planning for Health Issues and Decision-Making23:51 The Value of the Ultra High Net Worth Institute in Supporting Advisors | — | ||||||
| 10/3/24 | Estate Planning and Legal - Kim Kamin | 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 importance of collaboration between legal advisors and other domains within the Ultra High Net Worth Institute. She also discusses upcoming challenges in the legal field, such as the Corporate Transparency Act compliance and the expiration of high exemptions. Kim encourages early engagement with legal advisors to ensure effective and legally sound strategies for clients. Takeaways Estate planning covers a wide range of areas, including wealth transfer planning, administration, closely held businesses, and philanthropy.Collaboration between legal advisors and other domains is crucial for comprehensive client solutions.Upcoming challenges in the legal field include Corporate Transparency Act compliance and the expiration of high exemptions.Early engagement with legal advisors is important to ensure effective and legally sound strategies for clients. Chapters 00:00 Introduction and Background03:15 Involvement with the Ultra High Net Worth Institute07:52 Interactions and Collaboration with Other Domains14:48 Events and Publications in the Estate Planning and Legal Domain22:39 Engaging Legal Advisors for Collaboration25:08 Upcoming Challenges in the Legal Field | — | ||||||
| 9/5/24 | Social Impact & Philanthropy - Betsy Erickson | SummaryIn 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 philanthropy and the need for experienced advisors to guide them. They highlight the value of cross-domain learning and the work being done by the Institute to educate and inform both families and advisors. Betsy shares upcoming initiatives and resources in the philanthropy domain.Chapters00:00 Introduction and Background03:23 Role of the Domain Chair07:59 Importance of Integration Across Domains10:45 Complexity and Emerging Challenges in Philanthropy14:21 Barriers in Philanthropy and Social Impact17:35 Educating and Informing Families and Advisors22:20 Cross-Domain Learning and Competencies26:01 Initiatives in the Philanthropy Domain30:01 Conclusion | — | ||||||
| 8/8/24 | Governance and Decision Making - Dennis Jaffe | 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, and how it integrates with other domains within the institute.Key Topics Covered:1. Introduction to Dennis Jaffe - Dennis's background and involvement with the Ultra High Net Worth Institute. - His career journey from family therapy to organizational consulting and academia.2. Understanding Governance - Definition and significance of governance in family enterprises. - The role of governance documents and agreements. - Importance of active and effective governance beyond just having agreements.3. Components of Governance - Shared purpose and meaning within the family enterprise. - Transparency and information sharing. - Governance structures: board of directors, family councils, and other entities. - Roles, responsibilities, and accountabilities of family members.4. Challenges in Governance - The complexity of integrating family dynamics with business operations. - The need for continuous and active engagement in governance processes. - Common pitfalls like the 80% plan where families start but don't fully implement governance plans.5. Institute's Initiatives in Governance - Efforts to provide practical resources and working papers for effective governance. - Importance of interdisciplinary understanding among advisors (legal, financial, therapeutic, etc.). - Training and educating advisors on the comprehensive aspects of governance.6. Advisors' Role in Governance - Importance of advisors being aware of and integrating governance in their advice. - Encouragement for advisors to look beyond their specific domain and consider the broader governance implications.7. Wealth 3.0 and Family Involvement - The shift from an expert-led approach to empowering families to be active participants. - Developing skills within the family to manage and engage in governance processes. Resources Mentioned:- Ultra High Net Worth Institute Website: [UHNW Institute](https://uhnwinstitute.org)- Wealth 3.0 by Dennis Jaffe and colleaguesConclusion:Dennis Jaffe emphasizes the importance of effective governance and decision-making within family enterprises and the need for advisors to adopt a holistic and integrated approach. The Ultra High Net Worth Institute provides valuable resources and training to support advisors and families in this endeavor.---For more information, visit [UHNW Institute](https://uhnwinstitute.org).--- | — | ||||||
| 7/11/24 | Leadership and Transition Planning - Amy Renkert Thomas | SummaryIn 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 family enterprise evolves and grows. She also highlights the importance of collaboration among advisors and the role of the Ultra High Net Worth Institute in providing guidance and support to families going through generational changes. The episode concludes with a discussion on the impact of the leadership and transition planning domain and the Institute's work on the field.Keywordsleadership, transition planning, multi-generational family enterprises, collaboration, advisors, Ultra High Net Worth InstituteTakeawaysLeaders in multi-generational family enterprises need to adapt their leadership style as the enterprise evolves and grows.Collaboration among advisors is crucial in providing comprehensive support to families going through generational changes.The Ultra High Net Worth Institute plays a vital role in providing guidance and resources to families and advisors in the leadership and transition planning domain.Leadership and transition planning is not a one-time event but a continual process that requires ongoing communication and collaboration.The Institute's work extends beyond business transitions and includes philanthropic enterprises and family offices.Chapters00:00 - Introduction and Overview07:09 - The Importance of Collaboration Among Advisors13:32 - Continual Process of Leadership and Transition Planning | — | ||||||
| 6/6/24 | The Ten Domains of Family Wealth - Jim Grubman | SummaryIn 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 philanthropy, risk management, governance and decision making, leadership and transition planning, learning, development, and the rising generation, family dynamics, and health and wellbeing. The central domain is family advisory relationships, which encompasses the soft skills and quality of relationships between advisors and family members. The model is used by advisors and families to identify strengths and gaps in their wealth management approach.TakeawaysThe 10 domains model provides 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 philanthropy, risk management, governance and decision making, leadership and transition planning, learning, development, and the rising generation, family dynamics, and health and wellbeing.The central domain is family advisory relationships, which encompasses the soft skills and quality of relationships between advisors and family members.The model is used by advisors and families to identify strengths and gaps in their wealth management approach.Chapters00:00 - Introduction01:40 - Background and Origins of the 10 Domains Model03:02 - Development of the Model08:33 - Overview of the 10 Domains20:55 - The Central Domain: Family Advisory Relationships23:13 - Use of the Model by Advisors and Families25:24 - Integration with Wealth 3.030:35 - Where to Learn More | — | ||||||
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