Tara Kehoe, Manager of the Resource Library at The UHNW Institute, recently joined Ron Ransom, CEO of the American Endowment Foundation (AEF), on its Let’s Talk DAFs! podcast to discuss the work on the Institute’s Resource Library and the topics drawing the greatest member interest.
In their conversation, Tara shares that members are spending time with material on family relationships, decision-making, wealth transfer and leadership transitions within multigenerational enterprises.
Tara highlights that the Resource Library includes nearly 700 original and curated resources, organized to support both in-depth research and quick reference. She also discusses the Institute’s tools and frameworks, including the Ten Domains of Family Wealth™, Table Stakes, the AIM Framework™ and the Wealthesaurus™ glossary.
