The UHNW Institute - Podcast Details

Shows

RIA EdgeRIA Edge: Building a Future-Ready Firm with Brandywine Oak CEO Michael HenleyJoin host David Armstrong, fresh off the Wealth Management Edge Conference in Boca Raton, Fla., as he interviews Michael Henley, founder and chief executive officer of Brandywine Oak Private Wealth. Michael talks about the firm’s rapid growth since leaving Merrill Lynch in 2018 with the help of Dynasty Financial Partners and the focus that helped the firm double its AUM to $1.5 billion since breaking away. Like many serving HNW and UHNW clients, Henley’s firm takes a tax-centric approach to planning; unlike many similarly sized firms, Brandywine has brought tax preparation in-house, a service enthusiastically embraced by their...2025-06-2634 min

Family Office Technology HubTech-NEW-logy Institute: Michael Perez Interviews Advyzon & MantleTwo Platforms Shaping the Future of Family Office TechShow SummaryIn this episode, Michael Perez moderates a focused discussion with two innovative tech providers—Advyzon and Mantle—who are helping family offices modernize their approach to investment reporting, client communications, and private fund operations.You’ll hear how each platform is tackling long-standing inefficiencies with smarter infrastructure, end-to-end automation, and tools built specifically for the complexities of UHNW clients and family offices.About the ModeratorMichael PerezManaging Director, Family Office Practice, F2 StrategyWith over 25 years of experience i...2025-06-2135 min

FOXcastUnderstanding the Benefits and Complexities of Generation-Skipping Trusts with Amy WirtzToday, I’m excited to speak with Amy Wirtz, Senior Consultant with The Family Business Consulting Group. Amy works closely with families to identify their goals around values, ownership, and financial wealth, and helps them establish family offices, councils, and enterprise governance systems to support these goals. She served as a lawyer for 27 years, with the last 10 years practicing collaborative law. In addition, Amy is a trained mediator and skilled facilitator in conflict resolution, communication, and listening skills. She serves on multiple family business advisory boards and frequently teaches and speaks at business forums, including YPO, YPO Fa...2025-06-1938 min

The UHNW Institute PodcastSingle Family Office InitiativeSummaryThe 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 executives. They outline the membership structure, benefits, and upcoming events designed to engage members and foster a community of learning and support.Chapters00:00 Introduction to the SFO Podcast02:50 The Need for SF...2025-06-1732 min

Financial Services News You Might Have MissedUHNW Institute, Charles Schwab, Third View Private Wealth & EmpathyNews from the week of May 30, 2025 included:UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and MoreCharles Schwab High Net Worth Client Pulse Survey Finds Affluent Investors Are Continuing to Gift Their Assets Despite Economic UncertaintyThird View Private Wealth Officially Launches with Advisors Previously Managing Approximately $1 Billion in Client AssetsEmpathy Announces $72 Million Series C and Unveils Empathy Alliance 2025-05-3016 min

FOXcastCarrying Forward Values and Legacy by Preserving Family Artifacts with Brad MindichToday, I’m excited to speak with Brad Mindich, CEO and Founder of Inveniem, the leading archiving & fan engagement company that works directly with artists, estates, athletes, brands, and individual celebrities on finding, organizing, preserving, and monetizing their artifacts and history. Brad also founded Agent Phoenix, a brand realignment and creative consulting agency, which works with companies to improve and enhance their relationships with their target audiences. Brads businesses have served such iconic artists as Coldplay, Metallica, Norah Jones, Jeff Bridges, Questlove, and Elvis Costello, to name just a few. Prior to founding Inveniem and Agent Phoenix, Brad was Pr...2025-05-2935 min

The WealthStack PodcastThe WealthStack Podcast: Why Every Client Should Feel Like $100M with Libretto’s Jeff CoyleWhat if your clients could actually see how every dollar of their wealth supports their life goals, without relying on a Monte Carlo simulation or generic risk questionnaire? In this episode of the WealthStack Podcast, host Shannon Rosic is joined by Jeff Coyle, founder and CEO of Libretto, a platform built to help advisors deliver holistic, personalized wealth strategies. Drawing on decades of experience serving ultra-high-net-worth clients, Jeff shares how Libretto takes institutional-grade planning concepts, like liability-driven investing, and makes them accessible, intuitive, and actionable for all investors. Shannon and Jeff discuss: Why traditional...2025-05-2328 min

FOXcastUnderstanding and Utilizing Closely Held Family Office Groups with Mark TepsichThis week, it is my pleasure to speak with Mark Tepsich, Executive Director and Family Office Design and Governance Specialist in the Family Office Solutions group at UBS Private Wealth Management. Prior to joining UBS, Mark spent several years with a NYC based investment advisory firm, where he built the firm’s family office platform, which included designing the infrastructure, services, tech solutions and vetted third party professionals such as law and tax advisory firms. Prior to that, he spent a decade at a large single-family office where he served as General Counsel of a dynastic, multi-generational family, advising on...2025-05-2236 min

The UHNW Institute PodcastNavigating Elder Care for High Net Worth Families with Teresa LeighSummaryIn 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 vetting of care providers, the potential pitfalls of improper vetting, and the role of technology in caregiving. Additionally, they highlight the critical involvement of family members in coordinating care and ensuring the well-being of their loved ones. 2025-05-1258 min

FOXcastManaging the Complexities of Private Family Estates Jennifer LaurenceToday, I’m excited to speak with Jennifer Laurence, Founder and President of Luxury Lifestyle Logistics, a luxury home management and hospitality consulting firm. Jennifer has 25 years of expertise in luxury hospitality and private estate management and is a certified Butler, a trained Protocol Officer, holds a Wine Sommelier certificate, and is currently writing her doctoral research study on estate management communication. Through her consultancy, Jennifer specializes in service assessments, staff training, and operational strategy, ensuring estates function with seamless precision. We delve into the world of luxury estate management serving UHNW individuals and multigenerational families, and Je...2025-04-2439 min

Office HoursServing the Ultra-Wealthy: Lila Fox on Attracting UHNW ClientsIn this Office Hours episode, Grace sits down with Lila Fox, founder of Lila Fox Travel Company, to talk about the unconventional path to success in luxury travel: doing less on purpose.After a fast-paced career in engineering, Lila built a high-touch, high-impact business rooted in creativity, discretion, and calm. She shares why she turned down more clients, cut her list by 75%, and walked away from a top-producing role—all to build a business that felt more like hers.Grace and Lila dive into what it actually means to serve ultra-high-net-worth clients, how to succeed wi...2025-04-1837 min

The UHNW Institute PodcastExploring the Collegium and Practice Management CouncilIn 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 wealth managers, while also fostering collaboration among industry professionals.Key Topics Discussed:1. The Origins and Purpose of the CollegiumThe Collegium was born out of a panel discussion moderated by Jamie in 2018.Aimed at...2025-04-0124 min

The Self-Employed LifeMilton Pedaza & Erica Wertheim Zohar - Trust is the New Currency of Business In this episode of The Self-Employed Life, I had the pleasure of speaking with two guests, Milton Pedraza and Erica Wertheim Zohar, co-authors of High Trust Worth: The New Currency of Business is Not Money, It’s Trust. We discuss the power of trust in business and why it is more important now than ever. Drawing from their experience in the luxury market, Milton and Erica break down the five pillars of building high trust and share what it really takes to both earn and keep it. We explore how businesses can stand out by making trust their foundation an...2025-03-1253 min

FOXcastUncovering Underutilized Resources and Capital within the Family with Kevin QuinnToday, I have the pleasure of speaking with Kevin Quinn, founder and president of Legacy Counsellors, an estate and business planning law firm serving successful individuals and families throughout New England. Kevin is a former Fellow of the Esperti-Peterson Institute and a member of the WealthCounsel, LLC, and a former member of the National Council on Planned Giving and the Connecticut Planned Giving Group. He is a co-founder of the Wealth Legacy Development Project, an organization dedicated to helping non-profit organizations develop planned giving programs. Kevin is the founder and an instructor of the Wealth Strategies Institute...2025-03-0625 min

FOXcastUtilizing PPLI Policies to Optimize Financial Outcomes for UHNW Families with Michael LiebeskindToday, I’m excited to speak with Michael Liebeskind, founder and principal at Golconda Partners, an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment account policies. Michael started his career with the accounting firm of Coopers & Lybrand and today is the founder of several operating businesses in the financial services space. He is a member of the New York State Society of CPAs, the Estate Planning Council of New York City, The Society of Tr...2025-02-2731 min

The UHNW Institute PodcastInterview with Paul Viollis & Edward Marshall - UHNW SecuritySummaryIn 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 measures and tailored security solutions to protect families from various risks, including cyber threats and physical security breaches. In this conversation, experts discuss the multifaceted nature of cybersecurity threats, particularly focusing on the vulnerabilities of ultra-high-net-worth...2025-02-2456 min

FOXcastArchitecting Trust Documents to Reinforce the Family Vision and Well-Being with Kim KaminToday, it is my pleasure to speak with Kim Kamin, partner and Chief Wealth Strategist at Gresham Partners LLC, an independent multi-family office serving about 120 separate families nationally. At Gresham, she leads the development and implementation of estate, wealth transfer, philanthropic, educational, and fiduciary planning activities. Kim is an adjunct professor at Northwestern University Law School and is on the faculty for the University of Chicago Business School in executive education. She is on the UHNW Families & Family Offices Committee of the Trusts & Estates Magazine Editorial Advisory Board and is a Regent for the American College of...2025-01-3055 min

Chasing Care: Your Guide to Homecare and Residential CareFamily Offices: The Untapped Opportunity in Managing Personal Care for Ultra High Net Worth Clients🎙️ New Episode Alert: The Untapped Opportunity for Family Offices 🎙️ In our latest episode of Chasing Care, we dive into a conversation that could transform the way family offices serve their ultra-high-net-worth (UHNW) clients. 🌟 Here’s what you’ll discover: ➡️ Why personal care for senior family members is the biggest untapped need for HNW and UHNW households.Many families have chefs, chauffeurs, and security, but personal care often gets overlooked or managed poorly. We explore why this gap exists and the risks it brings. ➡️ How managed live-in care ensures safety, flexibility, and peace of mind.Fro...2025-01-1608 min

The UHNW Institute PodcastRisk Management - Linda BournSummaryIn 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 recognizing and addressing these risks. The conversation also highlights educational initiatives and resources available for advisors to better support their clients in navigating these complexities.Chapters00:00 Introduction to Risk Management in...2025-01-0827 min

The UHNW Institute PodcastAn Interview with Dr Amirala PashaSummaryIn 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 for practical solutions in patient care and the shift from physical proximity to virtual accessibility in fostering collaboration. In this conversation, Jim and Dr Pasha discuss the significance of accessibility and culture in communication within healthcare, the complexities of business models...2024-12-0555 min

The UHNW Institute PodcastHealth and Wellbeing - Anna NicholsSummaryIn 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 generational wealth. They also discuss the challenges advisors face in bringing up health and wellness topics with clients and the value of bringing in the right resources. Anna highlights the need for proactive planning for...2024-11-0724 min

Chasing Care: Your Guide to Homecare and Residential CarePremium Live-In Care for HNW & UHNW Families – Balancing Luxury, Privacy, and Exceptional Care**Episode Description: Premium Live-In Care for HNW & UHNW Families – Balancing Luxury, Privacy, and Exceptional Care** In today’s episode, we dive into a growing need within the high net worth (HNW) and ultra-high net worth (UHNW) communities: finding premium, live-in care solutions that prioritize privacy, lifestyle continuity, and unmatched care quality. As the need for skilled, trustworthy home care continues to expand, many HNW families are choosing bespoke live-in care for elderly parents or loved ones who need compassionate, around-the-clock support without sacrificing their unique lifestyles. Join us as we e...2024-11-0607 min

Investment Management OperationsKevin Moran, COO – AlTi Tiedemann GlobalKevin Moran is the COO of AlTi Tiedemann Global, a publicly traded multi-family office and alternatives firm with over $72B in assets. Kevin shares his insights on how AlTi has grown over time creating a UHNW service offering to meet the growing and evolving needs of its clients. He shares his thoughts on M&A as a function of organic growth, unique investment strategies, and strategic succession planning. We also cover the sales process for the UHNW space and how to apply client service on a global bas...2024-10-0838 min

The UHNW Institute PodcastEstate Planning and Legal - Kim KaminSummary 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 advisors and other domains within the Ultra High Net Worth Institute. She also discusses upcoming challenges in the legal field, such as the Corporate Transparency Act compliance and the expiration of high exemptions. Kim encourages early engagement with legal advisors t...2024-10-0332 min

FOXcastCatering to the Lifestyle and Wellness Needs of UHNW Families with Tim DaumToday, I’m excited to speak with Tim Daum, co-founder of Veltracon Lifestyle, a Swiss lifestyle management company offering tailor-made solutions for UHNW clients. Veltracon caters to a broad range of lifestyle needs, ranging from luxury and collectible autos, exclusive events, private education, luxury goods, art, luxury travel, private security, and medical concierge. Tim has been active in the lifestyle management industry for nearly 10 years, and prior to Veltracon, he founded Swiss Private Education Network and at Swiss Private Clinic Network. Tim provides an overview of the lifestyle and concierge space serving UHNW individuals and multigenerational families, co...2024-09-0538 min

The UHNW Institute PodcastSocial Impact & Philanthropy - Betsy EricksonSummaryIn 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 guide them. They highlight the value of cross-domain learning and the work being done by the Institute to educate and inform both families and advisors. Betsy shares upcoming initiatives and resources in the philanthropy domain.2024-09-0531 min

The UHNW Institute PodcastGovernance and Decision Making - Dennis JaffeIn this episode, host Russ Haworth is joined by Dennis Jaffe, the Domain Chair for Governance and Decision Making at the Ultra High Net Worth Institute. Dennis shares his extensive experience and insights into the complexities of governance and decision-making within family enterprises. They discuss the importance of governance, its various facets, and how it integrates with other domains within the institute.Key Topics Covered:1. Introduction to Dennis Jaffe - Dennis's background and involvement with the Ultra High Net Worth Institute. - His career journey from family therapy to organizational consulting...2024-08-0827 min

The UHNW Institute PodcastLeadership and Transition Planning - Amy Renkert ThomasSummaryIn this episode, Russ Haworth interviews Amy Renkert-Thomas, the chair of the leadership and transition planning domain at the Ultra High Net Worth Institute. They discuss the importance of leadership and transition planning in multi-generational family enterprises. Amy emphasizes the need for leaders to adapt their leadership style as the family enterprise evolves and grows. She also highlights the importance of collaboration among advisors and the role of the Ultra High Net Worth Institute in providing guidance and support to families going through generational changes. The episode concludes with a discussion on the impact of the...2024-07-1128 min

The Defuse Podcast: Where Experts Defuse Real ThreatsFamily Office Risk Management with Edward V MarshallSend us a textThe Defuse Podcast – Family Office Risk Management with Edward V MarshallFrom December 2023 to January 2024, Dentons, led by Edward Marshall, surveyed over 200 family office respondents from 33 countries worldwide, comparing the findings to the earlier research published in 2020. This survey went further than before by examining various types of family offices based on region, net worth, organisation, and maturity.Participants included family members, C-suite executives, investment professionals, and other family office staff, providing a comprehensive overview of how family offices manage risk in their operations and investments.This podcast di...2024-07-0954 min