UHNW Institute Podcast

The UHNW Institute Podcast

Episode 20: Philanthropic Advising Competency Model

Host Russ Haworth is joined by Tony Macklin (Director, Advisor Practice, Daylight Advisors) and Marguerite Griffin (Director, Philanthropic Advisory Services, Northern Trust) to discuss the Philanthropic Advising Competency Model created by Daylight Today. They describe how philanthropic advising has changed, why a structured competency framework can support better client work, and how cultural dexterity and behavioral intelligence help advisors build trust and communicate more effectively with families. The conversation also covers how firms can use the model in hiring and training, and which skills will matter most for the next generation of philanthropic advisors.

Episode 19: Integrating Wealth Management: Profitability Drivers, Trade-offs, and Strategic Considerations

Host Russ Haworth speaks with Kevin Casey (Head of Corporate Development and Strategy at PathStone) and Joe Calabrese (Chief Operating Officer of Key Wealth) about their UHNW Institute white paper on integrated wealth management. They discuss why integration often requires a reset of operating model and culture, how a decision tree and an adapted DuPont model can help leaders assess client demand, pricing power and adviser capacity, and what different integration approaches mean for profitability, growth and long-term client relationships.

Episode 18: Leaving Your Legacy

This episode launches the UHNW Institute’s Beneficiary Stories Initiative, a new effort to amplify real experiences with inherited wealth. Host Russ Haworth speaks with the creator of the StoryQ Method, Dr. Rick Stevenson, about how personal storytelling can support stronger identity, family connection, and long-term planning. They discuss how story work helps uncover values, build trust across generations, and guide more meaningful giving.

Episode 17: The Expert Generalist: The Most Valuable Seat in the Family Office

Host Kristen Oliveri is joined by Linda Mack, Rich Wolkowitz, and Josh Miller to examine the role of the expert generalist in the single family office. They share how this role brings structure to complexity, supports better coordination across advisors, and plays a key part in helping families make informed decisions. The conversation also looks ahead to the future of family offices and why this position is becoming a central part of family office leadership.

Episode 16: Power Maps

Host Russ Haworth is joined by Betsy Erickson, head of Family and Individual Services, Arabella Advisors and UHNW Institute Social Impact & Philanthropy domain chair and David Werdiger, principal consultant, Nathanson Pearson and UHNW Institute faculty member, to discuss how power dynamics shape decision-making in ultra-high-net-worth families. They introduce the Power Map as a framework for recognizing influence beyond formal roles, highlight the importance of cultural competency, and show how a more collaborative approach supports effective governance across generations.

Episode 15: Navigating Risk Management with Kate Norris

Host Russ Haworth speaks with Kate Norris, founder and CEO of Atténuer Risk, about how risk management is becoming a more prominent focus for ultra-high-net-worth families. From digital vulnerabilities to security planning, they explore how non-portfolio threats are impacting families and how advisors can help address them.

Episode 14: Tax Residency: Myths Debunked

Host Russ Haworth speaks with Judi Galst, Managing Director, Private Clients at Henley & Partners, about the increasing number of U.S.-based families pursuing residence and citizenship through investment. In the episode, they discuss the reasons behind this trend, the differences between residency and citizenship, and what families should understand before making a decision. The conversation also focuses on professional support, how programs are structured, and long-term planning considerations.

Episode 13: Single Family Office Membership Program and New Quarterly 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, to introduce The Institute’s new initiative: the Single Family Office (SFO) Membership Program. In the episode, they discuss the role of SFO leaders, the need for relevant peer connections, and how the program’s structure and events are designed to support collaboration and learning.

Episode 12: Navigating Elder Care for High Net Worth Families Host Russ Haworth is joined by Teresa Leigh, faculty and advisory board of the Institute, as well as owner and founder of Teresa Leigh Home + Family Office. In the episode, Teresa draws from her experience at Teresa Leigh Home + Family Office, nationally recognized expert in private staffing and family advisory, to discuss the layered challenges of elder care in ultra-high-net-worth households.

Episode 11: Exploring the Collegium and the Practice Management Council Guest host Jamie McLaughlin in conversation with Stephanie Gromek, Managing Partner at BBR Partners. This discussion examines the role of the Collegium and the Practice Management Council, two initiatives designed to elevate professional development and collaboration in the ultra-high-net-worth space.

Episode 10: Understanding Security for UHNW Families Russ Haworth is joined by Paul Viollis, CEO at Viollis Group International, and Edward Marshall, CEO at Presage Global, about the security challenges facing ultra-high-net-worth families. Their conversation addresses common misconceptions, growing risks in cyber and physical security and the role of intelligence in risk management.

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Episode 9: Risk Management Russ Haworth is joined by Linda Bourn, National Director, Family Enterprise Risk Practice at Alliant Private Client and the Risk Management Domain Chair at the Institute, to discuss how ultra-high-net-worth families can address a wide range of risks.

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Episode 8: Collaboration and Integration in Healthcare Dr. Jim Grubman and Dr. Amirala Pash discuss the differences between collaboration and integration in healthcare, focusing on executive health. They explore the value of long-term relationships, the role of expert generalists and what makes integrators effective.

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Episode 7: Health and wellness Anna Nichols, Managing Director and Head of Client Education at Altair Advisors and Chair of the Health and Wellness Domain at the Institute. Together, they explore the vital role that health and wellness play in advising ultra-high-net-worth families, especially as it relates to family dynamics, long-term planning and wealth management.

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Episode 6: Estate Planning and Legal Issues Kim Kamin, Principal and Chief Wealth Strategist at Gresham Partners LLC and Chair of Estate Planning & Legal Issues Domain at The Institute, discusses estate planning, covering topics such as wealth transfer planning, business administration and philanthropy.

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Episode 5: Social Impact & Philanthropy Betsy Erickson, Head of Family and Individual Services at Arabella Advisors and Social Impact and Philanthropy Domain Chair at The Institute, discusses the complexities of philanthropy, the importance of cross-domain collaboration and the support needed from advisors to help families make a meaningful impact.

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Episode 4: Governance and Decision-Making Dennis Jaffe, Senior Research Fellow at BanyanGlobal and Governance and Decision-Making Domain Chair at The Institute, discusses his extensive career in family therapy, organizational consulting and academia, offering a comprehensive view of governance in family enterprises.

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Episode 3: Leadership and Transition Planning Amy Renkert-Thomas, chair of the Leadership and Transition Planning domain, discusses the evolution of leadership styles and advisor collaboration in multi-generational family enterprises.

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Episode 2: The Ten domains of Family Wealth Dr. Jim Grubman, the Content and Curriculum Chair for the UHNW Institute, discusses The Ten Domains of Family Wealth Model.

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Episode 1: Introducing The UHNW Institute Steve Prostano, the founder and chairman of the Ultra High Net Worth Institute, discusses the creation and mission of the Institute.

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Navigating Elder Care for High Net Worth Families with Teresa LeighThis episode launches the UHNW Institute’s Beneficiary Stories Initiative, a new effort to amplify real experiences with inherited wealth. Host Russ Haworth speaks with the creator of the StoryQ Method, Dr. Rick Stevenson, about how personal storytelling can support stronger identity, family connection, and long-term planning. They discuss how story work helps uncover values, build trust across generations, and guide more meaningful giving.Philanthropic Advising Competency Model

The Family Business Podcast: Wealth 3.0

The UHNW Institute is pleased to collaborate with The Family Business Podcast on this special episode: Wealth 3.0 – with The UHNW Institute. We hope you enjoy listening while awaiting the release of our own podcast, which will be hosted by Russ and will provide even more opportunities to learn from Institute member expertise and thought leaders.

This episode, hosted by Russ Haworth, Family Business Advisor at The Family Business Partnership and UHNW Institute Advisory Board Member, who spoke with the authors:

James Grubman, PhD – Owner, Family Wealth Consulting; Board of Director and Head of the Content and Curriculum Committee, The UHNW Institute
Dennis T. Jaffe, PhD – Senior Research Fellow, Banyan Global; Board of Directors, Advisory Board and Domain Chair of the Governance and Decision-making Domain
Kristin Keffeler, MAPP – Founder, Illumination360; Faculty Member, The UHNW Institute

The interview covers the origin and explanation of Wealth 3.0, key areas of focus within the book and what it means for families of wealth, and those who advise them.

Listen to the episode, Wealth 3.0 on The Family Business Podcast on: