Webinar Replay: Successful Components of Hiring

Hiring for a family office requires a unique approach. Traditional corporate hiring practices don’t always translate to the intimate and highly specialized environment of private wealth management.

In this pre-recorded webinar, Russ Haworth sits down with Teresa Leigh, founder and CEO of Teresa Leigh Home + Family Office, to discuss hiring best practices tailored for family offices. The conversation covers:

• Identifying red flags in candidates and resumes
• Recognizing AI-generated work histories
• Avoiding common hiring mistakes, including mismatched timelines and cultural misunderstandings
• Establishing a structured hiring process that prioritizes long-term success

This session provides practical guidance for family offices looking to make better hiring decisions and avoid costly missteps.

To access the full replay, accessible to UHNW Institute members, visit our Resource Library here or the event’s dedicated member portal page here.