New Podcast Episode: Social Impact & Philanthropy

In this informative episode of The UHNW Institute Podcast, host Russ Haworth sits down with Betsy Erickson, Head of Family and Individual Services at Arabella Advisors and Social Impact and Philanthropy Domain Chair at The Institute. Building on her 15+ years working with families and individual clients to enhance their learning, collaboration and philanthropic goals, Betsy now offers a wealth of expertise to guide other advisors in helping client families make values-driven impacts.

Key Takeaways

Listen as Betsy Erickson discusses the complexities of philanthropy, the importance of cross-domain collaboration and the support needed from advisors to help families make a meaningful impact, only on The UHNW Institute Podcast, available now on:

· Apple Podcasts

· Spotify 

Find all episodes on The UHNW Institute Podcast webpage here.

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry