The Family Business Podcast – Steve Prostano

Hear a podcast interview with Steve Prostano, founder of The UHNW Institute and a Partner with PKF O’Connor Davies. Steve talks with Russ Haworth, host of The Family Business Partnership Podcast. Among the topics they discuss: Why the Institute was created and how it is evolving. Why the need among ultra-wealthy families for comprehensive and integrated advice continues to grow, forcing many advisors to adapt their business models. Steve says the COVID pandemic has only ratcheted up that need. “I think it’s going to be the biggest issue over the next 10 years,” he predicts.

Listen to the Podcast 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