In this episode of The UHNW Institute Podcast, host Joe Reilly sits down with Tom McCullough, the UHNW Institute’s new Managing Director of Thought Leadership and Strategy, for a wide-ranging conversation about leadership transitions, the Institute’s growing body of resources and what 2026 has in store. Tom brings both professional perspective and personal experience to the discussion, reflecting on what it means to pass the baton and to receive one.
Tom and Joe walk through the Institute’s signature tools and how they are being put to practical use by families, family offices and the advisors who serve them. Tom also shares an honest look at his own succession journey, including the lessons he learned from stepping back, and the energy and purpose that come with stepping into something new.
Topics discussed include:
- How the Institute’s training offerings are expanding in 2026
- The specific tools and resources the Institute is putting into practice this year
- What prompted Tom’s transition and how he approached it professionally and personally
- The mindset shift that comes with taking on a new role after years of leading from the front
- What the next chapter looks like for the Institute and the families it serves