UHNW Institute Podcast
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UHNW Institute Podcast
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.
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.
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.
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.
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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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:
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:
