Episode 11: Exploring the Collegium and the Practice Management Council
Guest host Jamie McLaughlin in conversation with Stephanie Gromek, Managing Partner at BBR Partners. This discussion examines the role of the Collegium and the Practice Management Council, two initiatives designed to elevate professional development and collaboration in the ultra-high-net-worth space.
Episode 10: Understanding Security for UHNW Families
Russ Haworth is joined by Paul Viollis, CEO at Viollis Group International, and Edward Marshall, CEO at Presage Global, about the security challenges facing ultra-high-net-worth families. Their conversation addresses common misconceptions, growing risks in cyber and physical security and the role of intelligence in risk management.
Episode 9: Risk Management
Russ Haworth is joined by Linda Bourn, National Director, Family Enterprise Risk Practice at Alliant Private Client and the Risk Management Domain Chair at the Institute, to discuss how ultra-high-net-worth families can address a wide range of risks.
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Episode 8: Collaboration and Integration in Healthcare
Dr. Jim Grubman and Dr. Amirala Pash discuss the differences between collaboration and integration in healthcare, focusing on executive health. They explore the value of long-term relationships, the role of expert generalists and what makes integrators effective.
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Episode 7: Health and wellness
Anna Nichols, Managing Director and Head of Client Education at Altair Advisors and Chair of the Health and Wellness Domain at the Institute. Together, they explore the vital role that health and wellness play in advising ultra-high-net-worth families, especially as it relates to family dynamics, long-term planning and wealth management.
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Episode 6: Estate Planning and Legal Issues
Kim Kamin, Principal and Chief Wealth Strategist at Gresham Partners LLC and Chair of Estate Planning & Legal Issues Domain at The Institute, discusses estate planning, covering topics such as wealth transfer planning, business administration and philanthropy.
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Episode 5: Social Impact & Philanthropy
Betsy Erickson, Head of Family and Individual Services at Arabella Advisors and Social Impact and Philanthropy Domain Chair at The Institute, discusses the complexities of philanthropy, the importance of cross-domain collaboration and the support needed from advisors to help families make a meaningful impact.
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Episode 4: Governance and Decision-Making
Dennis Jaffe, Senior Research Fellow at BanyanGlobal and Governance and Decision-Making Domain Chair at The Institute, discusses his extensive career in family therapy, organizational consulting and academia, offering a comprehensive view of governance in family enterprises.
Amy Renkert-Thomas, chair of the Leadership and Transition Planning domain, discusses the evolution of leadership styles and advisor collaboration in multi-generational family enterprises.
