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The UHNW Institute Podcast

The UHNW Institute
Risk Management
Wealth Management
Family Security
Ultra High Net Worth Families
Philanthropy
Single Family Office
Estate Planning
Health and Wellness
Violence Prevention
Cybersecurity
Technology In Security
Due Diligence
Collegium
Practice Management Council
Elder Care
Investment Migration
Expert Generalist
Family Dynamics
AI Security Threats
Judy Galst

THE UHNW Institute Podcast, a bi-monthly series, explores the wealth management industry that serves the UHNW, providing voice to the firms and families they serve as they seek to build, grow and nurture the wealth from one generation to the next. Looking beyond money, the podcast aligns with the Institute’s mission to incorporate the Ten Domains of Family Wealth, with topics related to the financ... more

PublishesMonthlyEpisodes17Foundeda year ago
Number of ListenersCategories
BusinessInvestingManagement

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Artwork for The UHNW Institute Podcast

Latest Episodes

Summary

In this episode of the SFO Inner Circle Conversations podcast, host Kristin Oliveri and guests Josh Miller, Linda Mack, and Rich Wolkowitz explore the concept of the expert generalist within the single-family office (SFO) space. They discuss... more

In this episode, Russ Haworth engages with Betsy Erickson and David Werdiger to explore the intricate power dynamics within ultra high net worth families. They introduce the concept of the Power Map, a tool designed for advisors to understand and nav... more

Navigating Risk Management with Kate Norris

Join us in this insightful episode of the Ultra High Net Worth Institute podcast as Russ Haworth sits down with Kate Norris, founder and CEO of Attenuate Risk. They delve into the top risk trends impacting... more

Summary

In this episode of the Ultra High Net Worth Institute podcast, Russ Haworth speaks with Judy Galst from Henley and Partners about investment migration.

They explore the increasing interest from Americans in obtaining alternative residence a... more

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Recent Guests

Linda Mack
Founder of Mack International, who coined the term 'expert generalist'
Mack International
Episode: SFO Circle: The Expert Generalist: The Most Valuable Seat in the Family Office
Josh Miller
Family office professional with a background in law and wealth management
Episode: SFO Circle: The Expert Generalist: The Most Valuable Seat in the Family Office
Rich Wolkowitz
Experienced leader in the family office sector
Episode: SFO Circle: The Expert Generalist: The Most Valuable Seat in the Family Office
Judy Galst
Managing Director of Private Clients at Henley and Partners
Henley and Partners
Episode: Exploring Wealth Migration
Teresa Leigh
Advisor for ultra-high-net-worth clients and owner of her firm, which focuses on elder care and residential staffing.
TeresaLeigh.com
Episode: Navigating Elder Care for High Net Worth Families with Teresa Leigh
Stephanie Gromek
Managing Partner of BBR Partners
BBR Partners
Episode: Exploring the Collegium and Practice Management Council
Paul Viollis
Security expert with a career spanning 45 years, specializing in risk management for families and high-net-worth individuals.
Viollis Group International
Episode: Interview with Paul Viollis & Edward Marshall - UHNW Security
Edward Marshall
Security and risk management expert with background in federal government and finance, focusing on family office security.
Eddie Marshall & Associates
Episode: Interview with Paul Viollis & Edward Marshall - UHNW Security
Betsy Erickson
Chair of the Philanthropy and Social Impact Domain at Arabella Advisors
Arabella Advisors
Episode: Social Impact & Philanthropy - Betsy Erickson

Host

Russ
Host of the UHNW Institute Podcast, potentially with extensive experience in wealth management strategies for UHNW families.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Estate Planning and Legal - Kim Kamin
Q: What are some of the upcoming challenges within the estate planning and legal domain?
Some pressing topics include compliance with the Corporate Transparency Act and the looming expiration of tax exemptions that will significantly impact estate planning for clients.
Estate Planning and Legal - Kim Kamin
Q: Can you provide an overview of the reach of the estate planning and legal domain?
The estate planning and legal domain is very broad, encompassing wealth transfer planning, administration, family businesses, philanthropy, family dynamics, and various legal issues from prenuptial planning to dispute resolution.
Estate Planning and Legal - Kim Kamin
Q: How did you come to be involved with the Institute and more importantly, the role of domain chair?
Kim Kamin got involved in the Institute at its inception through her former partner and mentor, Wally Head, who was one of the founders. She served on the Leadership Council and the Advisory Board before being asked to be the domain chair for the estate planning and legal issues domain.
Risk Management - Linda Bourn
Q: How does the approach to risk discussion differ between multi-generational families and those with older generations?
There are generational differences in how families present themselves virtually, and discussions on public behavior are becoming more common, especially regarding social media and privacy.
Exploring Wealth Migration
Q: What is a common misconception people have about obtaining citizenship or residence?
Common misconceptions include needing to renounce current citizenship and that you have to relocate to the new country.

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Frequently Asked Questions About The UHNW Institute Podcast

What is The UHNW Institute Podcast about and what kind of topics does it cover?

This series offers a thorough examination of the wealth management industry catering to ultra-high-net-worth (UHNW) families. Covering a wide range of topics such as risk management, elder care, investment migration, and the importance of integrating health and wellness into financial decision-making, the content aims to provide valuable insights and strategies for both family offices and wealth advisors. Unique to this series is its focus on the Ten Domains of Family Wealth, which broadens the conversation beyond mere financial management to include aspects like governance, philanthropy, and family dynamics. By featuring industry experts and practical advice, this series is likely to resonate with professionals seeking to enhance their und... more

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Which podcasts are similar to The UHNW Institute Podcast?

These podcasts share a similar audience with The UHNW Institute Podcast:

1. Barron's Advisor
2. All-In with Chamath, Jason, Sacks & Friedberg
3. The Daily
4. Up First from NPR
5. Pivot

How many episodes of The UHNW Institute Podcast are there?

The UHNW Institute Podcast launched a year ago and published 17 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The UHNW Institute Podcast?

Recent guests on The UHNW Institute Podcast include:

1. Linda Mack
2. Josh Miller
3. Rich Wolkowitz
4. Judy Galst
5. Teresa Leigh
6. Stephanie Gromek
7. Paul Viollis
8. Edward Marshall

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