The UHNW Institute is pleased to announce the premiere of its newest content format dedicated to UHNW firms, advisors and the families they serve.
Each month, the UHNW Institute Podcast brings you the voices of the UHNW community’s most experienced minds, as well as the change-makers defining the next generation of wealth stewardship. The podcast includes conversations with The UHNW Institute’s own Advisors, Faculty and Membership in conversation with Russ Haworth of The Family Business Podcast.
Working with HNW families is challenging—but supporting UHNW families can be even more complex. This podcast provides expert guidance from the industry’s most noted voices on how to tackle the issues that arise when you’re in the trenches—from facilitating the family in free-fall, to supporting the wealth creator’s transition to retirement or even a spouse’s recent dementia diagnosis. We’ll explore provocative topics rarely discussed beyond closed doors to help firms and families make better, more informed decisions.
Check out upcoming topics that align with the Institute’s proprietary Ten Domains of Family Wealth:
- Family Dynamics
- Health & Well-Being
- Financial & Investment Management
- Estate Planning & Legal Issues
- Social Impact & Philanthropy
- Risk Management
- Governance & Decision-Making
- Leadership & Transition Planning
- Learning
- Development & The Rising Generation and Family-Advisory Relationships.
Each month, we will tackle subjects that arise from our membership discussions, our Community Forum musings and our Think Tank conversations, providing you with tools and resources to help your firms and families thrive.
Our first episode will be airing in May! Stay tuned!
