In the debut episode of our new Single Family Office Podcast, host Kristen Oliveri, senior family office advisor at UHNWI, is joined by Natasha Pearl, CEO and founder of Aston Pearl and UHNWI faculty member and Bill Wyman, president of Family Office Services at Summitas, LLC and UHNWI Advisory Board member. The trio shares the story behind the Institute’s newest initiative: the Single Family Office Membership Program, built specifically for senior SFO executives.
They discuss how the program was shaped over years of conversations with executives, what SFO leaders say they need most, and how this offering is designed to meet those needs with content, community, and expert access. They also speak to the realities of the SFO leader role and explain how the membership program’s structure supports connection, problem-solving, and peer learning across a range of experience levels and organizational types.
Topics include:
- Why SFO leaders often feel underserved by existing peer networks
- How the Institute shaped the program using direct feedback from executives
- What makes the content and programming distinct
- The importance of objectivity and expert access
- Upcoming events and how members can participate
- Details about membership fees and enrollment options
Listen to the full conversation:
