The UHNW Institute Podcast

Summary In this episode, we explore the unique challenges and strategies involved in coaching and developing the next generation within family systems, emphasizing identity, legacy, and emotional maturity. Key topics Differences between developing emerging leaders in organizations and family members Importance of identity, legacy, and emotional maturity in family development The concept of personh...

Show Notes In this insightful interview, Kathy Lintz shares her journey from financial education to leading Matter Family Office, emphasizing the importance of purpose, communication, and strategic planning in managing ultra-high net worth families. Discover her approach to family governance, the evolution of wealth management, and how technology is transforming the industry. Chapters 00:00 Introd...

INTRO: Welcome to the SFO Circle Podcast, where we explore the ideas, strategies, and evolving dynamics shaping today’s single family offices and the families they serve. I’m Kristen Oliveri, Senior Advisor to the Institute and the SFO Circle, and in this episode, we turn to a topic that continues to gain momentum across the ultra-high-net-worth community: the rise of the global experience economy...

This episode examines one of the defining challenges in ultra high net worth wealth management and family office environments: how do you identify, develop, and retain the next generation of leaders at a time when client expectations, generational values, and organisational cultures are all shifting simultaneously? Drawing on the experience and perspectives of Milton Pedraza and Richard Orlando, t...

Coalition of the Willing - Part Two In this episode, co-authors Bryn Monahan, Meredith Straight Thomas, Paul Edelman and Russ Haworth explore the evolving concept of leadership and governance within family enterprises, emphasizing the importance of creating inclusive, resilient systems that go beyond traditional succession models. We unpack how coalition-building, behavioral change, and advice pla...

Summary In this episode of the Ultra High Net Worth Institute podcast, host Russ Haworth, along with guests Amelia Renkert-Thomas and Daniel Trimarchi, discuss their white paper titled 'A Blueprint for Multi-Generational Success.' They explore the challenges of traditional succession planning, the importance of evolving governance structures, and the need for clarity and accountability in family e...

Summary This episode explores the vital role of learning within single family offices, emphasizing how cultivating a culture of curiosity, development, and leadership can create lasting resilience beyond financial assets. Guests share insights on building a learning ecosystem, the importance of internal competencies, and practical strategies for integrating learning into family office practices. C...

Episode Overview In this episode, Joe Reilly speaks with Tom McCullough, Founder and Chairman of Northwood Family Office and Managing Director of Thought Leadership and Strategy at the Ultra High Net Worth Institute. Tom reflects on his journey from traditional investment management into building one of Canada’s early multi-family offices, driven by a simple belief: wealth management must start wi...

Episode Overview In this focused follow-up to the SFO Circle Clinic in Chicago, host Kristen Oliveri brings together three leading voices in family office technology to explore how artificial intelligence is being thoughtfully introduced into the family office environment. The discussion cuts through hype and looks at practical, values-aligned adoption. What You’ll Hear • Where family offices can...

Summary This episode of the Ultra High Net Worth Institute podcast explores the Philanthropic Advising Competency Model developed by Daylight Today. Hosts Russ Haworth, Tony Macklin, and Marguerite Griffin discuss the evolving role of philanthropic advisors, the need for a structured competency model, and the importance of cultural dexterity and behavioral intelligence in fostering trust and effec...

Summary In this episode of the Ultra High Net Worth Institute Podcast, host Russ Haworth is joined by Kevin Casey (PathStone) and Joe Calabrese (Key Wealth) to explore their new white paper on integrated wealth management . Together they unpack the profitability drivers, trade-offs and strategic considerations that leaders need to understand when deciding whether, and how, to move towards a more i...

Episode overview Russ speaks with storyteller and filmmaker Rick Stevenson about why our personal stories are our most valuable legacy, and how families can use storytelling to connect across generations, strengthen decision making, and shape their philanthropy. Rick shares insights from 8,000+ interviews, the origins of the 5,000 Days Project, and practical ways advisers and families can start ca...

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 the essential skills and qualities needed to thrive in this role, the challenges faced in high-stakes environments, and the importance of continuous l...

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 navigate the various sources of power within family structures. The conversation delves into the roles of advisors, the importance of cultural competency...

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 wealth managers and their clients today. Kate shares her journey from financial services to launching her own firm, emphasizing the importance of unde...

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 and citizenship through investment, the differences between residency and citizenship, and the popular programs available. Judy shares insights on the mo...

Summary The conversation introduces the new Single Family Office (SFO) membership program by the Ultra High Net Worth Institute, highlighting its purpose, unique offerings, and the insights gathered from advisory board discussions. The speakers discuss the need for relevant content, the complexity of the SFO leader role, and the importance of networking and collaboration among family office execut...

Summary In this episode, Russ Haworth and Teresa Leigh discuss the complexities of elder care within ultra high net worth families. They explore the reluctance of families to bring in external caregivers, the risks associated with transitioning in-house staff to caregiving roles, and the importance of managing expectations during these transitions. The conversation emphasizes the need for proper v...

In this episode of the Ultra High Net Worth Institute Podcast , guest host Jamie McLaughlin sits down with Stephanie Gromek , Managing Partner at BBR Partners, to discuss the origins and purpose of the Collegium and the Practice Management Council within the Ultra High Net Worth Institute. They explore how these initiatives create valuable learning environments for business leaders, advisors, and...

Summary In this episode, Russ Haworth engages with security experts Paul Violis and Eddie Marshall to discuss the critical aspects of security and risk management for ultra high net worth families. They explore common misconceptions about security, the importance of thorough due diligence, and the evolving threats that wealthy families face today. The conversation emphasizes the need for proactive...

Summary In this episode, Russ Haworth speaks with Linda Bourn, the domain chair for risk management at the Ultra High Net Worth Institute. They explore the unique risks faced by ultra high net worth families, including generational wealth, social media presence, and the evolving landscape of AI. Linda emphasizes the importance of proactive risk management strategies and the role of advisors in rec...

Summary In this insightful conversation, Dr. Jim Grubman and Dr. Amirala Pasha explore the critical distinctions between collaboration and integration in healthcare, particularly within the context of executive health. They discuss the importance of long-term relationships, the role of expert generalists, and the qualities that make effective integrators. The conversation also highlights the need...

Summary In this episode, Russ Haworth interviews Anna Nichols, the domain chair for the health and wellbeing domain at the Ultra High Net Worth Institute. They discuss the importance of health and wellness in advising ultra high net worth families and how it intersects with wealth and the family system. Anna shares her expertise in financial communications and consulting on personal and generation...

Summary   Kim Kamin, the domain chair of estate planning and legal issues, discusses the breadth and complexity of the estate planning and legal domain. She highlights that estate planning goes beyond creating wills and trusts and encompasses wealth transfer planning, administration, closely held businesses, philanthropy, and more. Kim emphasizes the importance of collaboration between legal...

Summary In this episode, Russ Haworth interviews Betsy Erickson, the chair of the philanthropy and social impact domain at the Ultra High Net Worth Institute. They discuss the role of the domain chair, the complexity of philanthropy, and the importance of integration across domains. Betsy also talks about the barriers that families face in philanthropy and the need for experienced advisors to guid...