New Podcast Episode: Leadership and Transition Planning

In our latest episode of The UHNW Institute Podcast, host Russ Haworth interviews Amy Renkert-Thomas, chair of the Leadership and Transition Planning domain at the UHNW Institute and Founder of Renkert Thomas Consulting. Russ and Amy talk about the vital role of leadership and transition planning in multi-generational family enterprises. Amy highlights the need for leaders to adapt their styles as the family enterprise grows and evolves. She emphasizes collaboration among advisors and the Institute’s role in guiding families through generational changes.

 

Key Takeaways

·      Leaders must continually adapt their leadership styles to match the enterprise’s growth.

·      Effective advisor collaboration is essential for comprehensive family support.

·      The Institute provides crucial guidance and resources for families and advisors.

·      Leadership and transition planning is a continual process requiring ongoing communication.

·      The Institute’s work includes business transitions, philanthropic ventures and family offices.

 

Listen to Amy Renkert-Thomas’s insights on leadership and transition planning, exclusively on The UHNW Institute Podcast available on:

·      Apple Podcasts

·      Spotify

Find all episodes on our Podcast page on the website.

 

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