Shows
FOXcastDiversifying the Family Portfolio Across Global Jurisdictions With Pascal KöppelToday, I am pleased to speak with Pascal Köppel, Managing Director, Head of Investment Management and Chief Investment Officer at Vontobel Swiss Financial Advisers. Pascal and his teams are responsible for the discretionary portfolio management, selection of suitable investment vehicles and development of specific client solutions as well as the investment advisory mandates. He joined UBS in 2004 as Head of Active Advisory in Zurich where he was responsible for the investing of CHF15bn in assets and managed a team of 40 investment specialists providing investment advisory services for clients worldwide. Prior to joining UBS, Pascal worked f...
2026-02-2636 min
FOXcastHelping Successful Parents Raise Happy and Fulfilled Children With Verónica LajudToday, I am delighted to welcome Verónica Lajud del Valle, Founder of Stellar Educational Consulting and Creator of the Stellar Insight Method. Verónica works with UHNW families worldwide and helps them create homes and educational environments where their children don't just succeed but they flourish and make a deeper change. Her approach weaves together structure and empathy, strategy and heart. She has trained at the historic Montessori institutes in Bergamo, Perugia, and Rome, diving deep into everything from psychomotor development to Edgar Morin's complex thinking to psychoanalysis. This multidimensional perspective inspired her to cr...
2026-02-1233 minFOXcastHelping Successful Parents Raise Happy and Fulfilled Children With Verónica LajudToday, I am delighted to welcome Verónica Lajud del Valle, Founder of Stellar Educational Consulting and Creator of the Stellar Insight Method. Verónica works with UHNW families worldwide and helps them create homes and educational environments where their children don't just succeed but they flourish and make a deeper change. Her approach weaves together structure and empathy, strategy and heart. She has trained at the historic Montessori institutes in Bergamo, Perugia, and Rome, diving deep into everything from psychomotor development to Edgar Morin's complex thinking to psychoanalysis. This multidimensional perspective inspired her to cr...
2026-02-1233 min
Dubai DailyDubai Daily E79: Dubai Waterfront Investment Myth - Scarcity or Reclamation Reality? Why Smart Investors Look Beyond the Hype in 2026Dubai Daily E79: Dubai Waterfront Investment Myth - Scarcity or Reclamation Reality? Why Smart Investors Look Beyond the Hype in 2026 - presented by Parag Kundalwal, founder and CEO of Consultaa. Debunking the waterfront scarcity narrative with institutional-grade analysis of Dubai's land reclamation capabilities and smarter investment alternatives for 2026. **Timestamps:** 0:00 - Intro & Broker Hype Exposed 0:45 - The Waterfront Scarcity Myth (Palm Jumeirah, Marina, JBR) 2:00 - Dubai's Reclamation Reality (50+ sq km Created) 3:45 - Risks of Chasing Hype (Corrections, Costs, FOMO) 5:00 - Smarter Alternatives (Infrastructure, Emerging Areas) 6:30 - Key Takeaways & Q1 2026 Strategy 7:00 - Contact Consultaa **The Waterfront Scarcity Narrative:** • Brokers push Palm Ju...
2026-02-1208 min
Jetset FrequenciesSt. Moritz v Gstaad v Courchevel: 15 Places UHNW Actually Hang Out & The Etiquette That Gets InvitedSt. Moritz, Gstaad, and Courchevel aren’t hard places to meet the ultra-wealthy.They’re highly filtered ones.In this Live, I take you inside the real social ecosystems of Europe’s most elite alpine destinations -where ultra-high-net-worth individuals naturally gather, and the etiquette that determines whether you’re welcomed… or quietly excluded.Hi, I’m Vanessa -former ultra-high-net-worth private banker at Goldman Sachs and UBS. Over the years, I’ve observed how legacy families, billionaires, and global elites move in places like St. Moritz, Gstaad, and Courchevel -not through networking, but through shared rhythms, discretion, and social fluency.In this live b...
2026-02-0525 min
Financial Advisor SuccessGaining The Skills, Experience, And Team Needed To Serve UHNW Clients Effectively with Blair duQuesnayServing ultra-high-net-worth families requires more than technical expertise. It demands deep attention to detail, a strong supporting team, and a planning approach capable of navigating complex tax, estate, and investment structures. This episode explores what it really takes for advisors to successfully move 'upmarket' and support clients whose financial lives involve high stakes, fast-moving parts, and opportunities measured in millions. Blair duQuesnay is a Lead Advisor at Ritholtz Wealth Management, an RIA based in New York City that oversees $6.5 billion in AUM for 3,900 households. Listen in as Blair shares how she transitioned from working with traditional wealth-management...
2026-01-271h 30Dubai DailyDubai Daily E55: Luxury Market Deep Dive - Palm Jumeirah, Emirates Hills, Dubai Hills Ultra-Luxury 2026Welcome to Dubai Daily, your essential morning briefing on Dubai's real estate market.
🎙️ EPISODE OVERVIEW
Ultra-luxury market analysis covering Palm Jumeirah record sales and appreciation, Emirates Hills exclusivity and limited inventory, Dubai Hills Estate as new luxury benchmark, branded residences premium positioning, UHNW buyer profiles by nationality, and 2026 luxury investment strategies.
📊 KEY TOPICS COVERED
• Palm Jumeirah: AED 161M record villa sale, 45% price appreciation 2025, limited beachfront supply
• Emirates Hills: AED 20M-250M+ villa market, zero new supply, 7-10% appreciation
• Dubai Hills Estate: New ultra-luxury benchmark, master-planned maturity, family-focused luxury
• Branded residences: 20-35% premium, Mercedes-Benz Places, Armani Beach, Bugatti completions 2026
• UHNW buyers: Russian, Indian, B...
2026-01-0909 minJetset FrequenciesHow to Connect with UHNW through Whiskey as Social Currency and Asset ClassWhiskey isn’t about alcohol.It’s about access, legacy, and power.In this Live, I reveal how ultra-high-net-worth individuals use whiskey as social currency - to build trust, form alliances, and open doors that money alone can’t buy.I’m Vanessa, former private banker to UHNW families at Goldman Sachs and UBS. Over the years, I’ve watched billionaires trade bottles like blue-chip stocks, finalize partnerships over single-cask tastings, and build entire legacies around the language of whiskey.In this Live, you’ll learn:Why whiskey has become a liquid asset class among the ultra-richHow to enter whiskey circ...
2026-01-0622 minJetset FrequenciesSt Barts: 5 Places UHNW Actually Gather & The Social Code that Gets You IntroducedSt. Barts is not just a holiday destination.It’s a temporary capital of global wealth.During January, ultra-high-net-worth individuals, legacy families, and global elites converge on the island -not to network, but to exist within a shared rhythm of familiarity, discretion, and ease.In this YouTube Live, I break down where ultra-high-net-worth people actually gather in St. Barts, how the social landscape shifts after January 1st, and the unwritten social code that determines who is welcomed - and who is quietly ignored.Hi, I’m Vanessa - former ultra-high-net-worth private banker at Goldman Sachs and UBS. I’ve observ...
2026-01-0520 min
The UHNW Institute PodcastIntegrating AI into the Family Office: From Curiosity to CapabilityEpisode OverviewIn 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 realistically begin when exploring AI• How to frame AI as mindset, tool, and strategy• The importance of defining the purpose before selecting solutions• Practical operational use cases, from reporting to data an...
2025-12-1534 min
The UHNW Institute PodcastPhilanthropic Advising Competency ModelSummaryThis 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 effective communication with clients. The conversation highlights the future of philanthropic advising, emphasizing the integration of purpose and finance, and the skills necessary for the next generation of advisors.Chapters00:00 Introduction to Philanthropic Advising Competency Model
2025-12-0839 minThe UHNW Institute PodcastIntegrating Wealth Management: Profitability Drivers, Trade-offs, and Strategic ConsiderationsSummaryIn 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 integrated model.Drawing on their work across the industry and within the UHNW Institute, Kevin and Joe explain why integration is about far more than “adding services”, and why it often requires a fundamental shif...
2025-11-2829 min
FOXcastEmbracing Intersectionality to Deepen Relationships with Family Members with Dr. Paul HokemeyerToday, I am delighted to speak with Dr. Paul Hokemeyer, founding principal of Drayson Mews and author of Fragile Power: Why Having Everything is Never Enough and Fragile Power 2.0: Wealth, Narcissism & Mental Health, the leading resources for individuals, couples, and families of wealth seeking culturally respectful and clinically effective mental health services. Dr. Paul serves as the Senior Wellness Expert to Ispahani Advisory, a London-based consulting firm specializing in multijurisdictional, ultra-high-net-worth families. He is an Associate Member of the American Association for Addiction Medicine and holds a Clinical Fellow designation with the American Association for Marriage and Family Therapy.
2025-11-1333 minFOXcastEmbracing Intersectionality to Deepen Relationships with Family Members with Dr. Paul HokemeyerToday, I am delighted to speak with Dr. Paul Hokemeyer, founding principal of Drayson Mews and author of Fragile Power: Why Having Everything is Never Enough and Fragile Power 2.0: Wealth, Narcissism & Mental Health, the leading resources for individuals, couples, and families of wealth seeking culturally respectful and clinically effective mental health services. Dr. Paul serves as the Senior Wellness Expert to Ispahani Advisory, a London-based consulting firm specializing in multijurisdictional, ultra-high-net-worth families. He is an Associate Member of the American Association for Addiction Medicine and holds a Clinical Fellow designation with the American Association for Marriage and Family Therapy.
2025-11-1333 min
Stephan Livera PodcastBitcoin's Sovereignty Paradox for UHNW Bitcoiners with Matt McClintock | SLP699In this conversation, Stephan Livera and Matt McClintock delve into the complexities of wealth management in the context of Bitcoin, exploring the concept of the Sovereignty Paradox. They discuss the nuances of sovereignty, the importance of preparing the next generation for wealth, and the role of philanthropy. The conversation also covers tax implications, strategies for managing Bitcoin wealth, and the risks associated with custodianship. Matt emphasizes the need for diversification and the evolving landscape of Bitcoin custody and regulation, while also addressing common pitfalls in wealth management.Takeaways:🔸Sovereignty is a spectrum, not a binary cho...
2025-10-301h 02
The Wealth Marketing PodcastWhat It Really Takes to Serve UHNW Families with Jamie McLaughlin - Part 2As more firms target UHNW families, the question isn't just how to reach them, it's also how to serve them profitably and well.In Part 2 of this Wealth Horizons Podcast Season 2 kickoff, Rosemary Denney continues her conversation with Jamie McLaughlin, founder and CEO of J.H. McLaughlin & Co. and co-founder of The UHNW Institute, exploring what separates message from model as firms pursue UHNW clients.Jamie and Rosemary dig into the disconnect between public claims and operating reality, why "comprehensive, integrated, family office services" can read hollow, and where firms are actually investing to...
2025-10-2940 min
The Leader Assistant Podcast with Jeremy Burrows#347: Kirsten Fargotstein - Inside the World of Celebrity and UHNW SupportKirsten Fargotstein is a veteran executive and personal assistant with over a decade of experience supporting celebrities, founders, and ultra-high-net-worth individuals across entertainment, nonprofits, luxury fashion, and tech. In this episode of The Leader Assistant Podcast, Kirsten talks about the world of celebrity and UHNW assistance, how to know if you’re cut out for assisting in that world, and how to land a job as a celebrity assistant.Show Notes -> leaderassistant.com/347--It’s the last day of the offsite and it was exactly what the team needed. The CEO p...
2025-10-2644 minThe UHNW Institute Podcast50 Ways to Leave your LegacyEpisode overviewRuss 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 capturing stories with care, consent and purpose.Key themesYour story as your greatest asset: Identity, purpose and self-knowledge as the foundation for a lived legacySafe, consent-led storytelling: Why participants should retain control and how privacy builds honesty...
2025-10-1647 minThe Wealth Marketing PodcastWhat It Really Takes to Serve UHNW Families with Jamie McLaughlin - Part 1Firms across wealth management are eyeing the ultra-high-net-worth (UHNW) segment. The appeal is clear; the execution is not.In Part 1 of this two-part kickoff to Season 2 of The Wealth Horizon Podcast, Rosemary Denney talks with Jamie McLaughlin, founder and CEO of J.H. McLaughlin & Co. and co-founder of The UHNW Institute, about the gap between marketing claims and operating reality.They discuss why margins often compress as firms “move up-market,” how pricing tied only to AUM breaks down and where outsourcing supports quality without losing primacy. The conversation also looks at compensation systems, ownership and “relati...
2025-10-1531 min
The UHNW Institute PodcastSFO Circle: The Expert Generalist: The Most Valuable Seat in the Family OfficeSummaryIn 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 learning and adaptability. The conversation also delves into the future of family offices and the evolving role of expert generalists in meeting the diverse needs of ultra-high-net-worth families.TakeawaysThe expert generalist has...
2025-09-3036 min
FOXcastUnderstanding and Engaging with the World of Luxury Estate Managers with Mohamed ElzomorToday, I am delighted to speak with Mohamed Elzomor, Co-Founder of Nines, a household management platform trusted by hundreds of family offices around the world. He and his co-founder Jacco de Bruijn created the company and lead its mission to bring ease, structure, and innovation to the world of household management. Mohamed and his company Nines are a FOX technology resource partner, and we are excited to have their expertise as part of our membership community. Mohamed focused his entrepreneurial attention and creativity on the niche segment of managing the private estates and household operations of UHNW...
2025-09-2534 minFOXcastUnderstanding and Engaging with the World of Luxury Estate Managers with Mohamed ElzomorToday, I am delighted to speak with Mohamed Elzomor, Co-Founder of Nines, a household management platform trusted by hundreds of family offices around the world. He and his co-founder Jacco de Bruijn created the company and lead its mission to bring ease, structure, and innovation to the world of household management. Mohamed and his company Nines are a FOX technology resource partner, and we are excited to have their expertise as part of our membership community. Mohamed focused his entrepreneurial attention and creativity on the niche segment of managing the private estates and household operations of UHNW...
2025-09-2534 minThe UHNW Institute PodcastPower MapsIn 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, and the evolving landscape of wealth management, particularly in the context of generational transitions and the shift towards a more collaborative approach in family governance. Through a case study, they illustrate the practical application of...
2025-09-1948 min
FOXcastInteracting Effectively with Family Wealth Advisors in the Age of AI with Craig ArmstrongToday, I am pleased to welcome Craig Armstrong, Managing Partner of Veridian, a Miami-based tax, audit, accounting, and advisory firm. Craig has over 25 years of public accounting experience, including serving clients ranging from Fortune 500 companies to local or middle market companies, as well as high net worth family offices and individuals. He began his career with the firm of Williams, Cox, Weidner, and Cox in Tallahassee, Florida, and held prior roles as Senior Manager of Corporate Accounting Special Projects with Ryder System, Inc. and South Florida Site Leader for audits of employee benefit plans at PwC in Miami.
2025-09-1134 minFOXcastInteracting Effectively with Family Wealth Advisors in the Age of AI with Craig ArmstrongToday, I am pleased to welcome Craig Armstrong, Managing Partner of Veridian, a Miami-based tax, audit, accounting, and advisory firm. Craig has over 25 years of public accounting experience, including serving clients ranging from Fortune 500 companies to local or middle market companies, as well as high net worth family offices and individuals. He began his career with the firm of Williams, Cox, Weidner, and Cox in Tallahassee, Florida, and held prior roles as Senior Manager of Corporate Accounting Special Projects with Ryder System, Inc. and South Florida Site Leader for audits of employee benefit plans at PwC in Miami.
2025-09-1134 min
Visionary AdvisorThe Emotional Journey of the Ultra-High-Net-Worth Client with Ken Haman (AB Advisor Institute)Ultra-high-net-worth (UHNW) clients are not just managing assets — they’re navigating identity shifts, power transitions, and emotional complexity that challenge even the most seasoned advisors.In this episode, Ken Haman, Managing Director of the AllianceBernstein Advisor Institute (AB AI), shares insights from his white paper, The Emotional Journey of the Ultra-High-Net-Worth Client. He explores the psychological and emotional transitions that shape a client’s evolution — from wealth builder to legacy steward.Ken explains why many advisors lose relevance during moments of change — especially when a client’s m...
2025-08-251h 00The UHNW Institute PodcastNavigating Risk Management with Kate NorrisNavigating Risk Management with Kate NorrisJoin 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 understanding non-portfolio risks such as physical security, digital footprints, and family dynamics.Key Takeaways:The significance of non-portfolio risks and their impact on financial security. The importance of personalized...
2025-08-0430 min
The Fearless MindsetEpisode 258 - More Than Security: How Risk, Privacy, and Precision Shape UHNW LivingIn this episode, Mark Ledlow is joined by Jennifer Laurence, an Estate Management Consultant in Private UHNW Service, and a Founder and President of Luxury Lifestyle Logistics. They discuss her role in estate management consultancy, focusing on operational logistics, standard procedures, and family management for high-net-worth individuals. Jennifer shares her insights into personalized service, the nuances of security for the ultra-wealthy, and the importance of protecting every aspect of a client's lifestyle. They also dive into Jennifer's passion for archery and how it serves as her personal therapy. Mark and Jennifer further delve into the critical need for risk...
2025-07-2224 min
The Fearless MindsetEpisode 258 - More Than Security: How Risk, Privacy, and Precision Shape UHNW LivingIn this episode, Mark Ledlow is joined by Jennifer Laurence, an Estate Management Consultant in Private UHNW Service, and a Founder and President of Luxury Lifestyle Logistics. They discuss her role in estate management consultancy, focusing on operational logistics, standard procedures, and family management for high-net-worth individuals. Jennifer shares her insights into personalized service, the nuances of security for the ultra-wealthy, and the importance of protecting every aspect of a client's lifestyle. They also dive into Jennifer's passion for archery and how it serves as her personal therapy. Mark and Jennifer further delve into the critical need for risk...
2025-07-2224 min
9x90#50 From ThreeEQ to AdXero: Jason Ma on Mentoring UHNW and Disrupting a Legacy Industry on 9x90™In this powerhouse episode of 9x90™, Adi Soozin the Managing Director of Heritage Real Estate Fund, sits down with Jason Ma, Founder, CEO, and Chief Mentor at ThreeEQ, CBO and an investor at AdXero, acclaimed author of “Young Leaders 3.0”, a leading B20/G20 member (since 2014), and a sought-after speaker.As an award-winning chief mentor, AI/tech investor, and global strategist, Jason coaches and prepares select Next Gen leaders for greatness, and advises UHNW families, CEOs, and Single Family Offices on achieving elite outcomes across business, lifelong learning, and life.With 40+ years of industry experience spanning AI/tec...
2025-07-161h 14The UHNW Institute PodcastExploring Wealth MigrationSummaryIn 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 motivations behind this trend, the importance of strong passports, and common misconceptions surrounding investment migration. The conversation emphasizes the need for education and guidance in navigating these options.Chapters00:00 Introduction...
2025-07-1543 min
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
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 SFO Membership...
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 President...
2025-05-2935 minFOXcastCarrying 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 President...
2025-05-2935 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 minFOXcastUnderstanding 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 minThe 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 Jennifer...
2025-04-2439 minFOXcastManaging 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 Jennifer...
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 minThe 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 and...
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 Trust...
2025-02-2731 minFOXcastUtilizing 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 Trust...
2025-02-2731 minThe 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 minThe 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 minThe 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 minThe 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 minThe 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, covering...
2024-09-0538 minFOXcastCatering 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, covering...
2024-09-0538 minThe 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 minThe 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 minThe 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
Under the Hood PodcastJeff Embry of Globe 3 CapitalOn this episode of the Under the Hood podcast, host Timothy Douglas speaks with Jeff Embry, Managing Partner in Globe 3 Capital
Get in touch with Jeff Embry:
https://globe3capital.com/
https://www.linkedin.com/in/jeff-embry-crypto-hedgefund/
As a Managing Partner & Head of Investor Relations of Globe 3 Capital, Jeff is responsible for all accounting, reporting, and communications to our General/Limited Partners.Prior to joining Globe 3, Jeff started his early career in the High-Tech Industry (both Software & Hardware). He pivoted to the Financial Industry...
2024-06-2837 minThe UHNW Institute PodcastThe Ten Domains of Family Wealth - Jim GrubmanSummaryIn this episode, Dr. Jim Grubman discusses the 10 domains of family wealth. The model was developed to provide a taxonomy and hierarchy of the needs of ultra high net worth families, independent of specific service providers. The 10 domains include financial and investment management, estate planning and legal matters, social impact and philanthropy, risk management, governance and decision making, leadership and transition planning, learning, development, and the rising generation, family dynamics, and health and wellbeing. The central domain is family advisory relationships, which encompasses the soft skills and quality of relationships between advisors and family members. The...
2024-06-0630 min
FOXcastMaking Sense of the Fast-Evolving Family Wealth Landscape with Jamie McLaughlinToday, I have the pleasure of speaking with Jamie McLaughlin, Founder and CEO of J. H. McLaughlin & Co., a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single- and multi-family offices. Previously, he was CEO of Geller Family Office Services, a partner at Convergent Wealth Advisors where he built the firm's New York office, the regional president of Mellon Private Wealth Management's New York region, and a financial advisor at Sanford C. Bernstein & Co. Jamie is a Co-Founder of the UHNW Institute, an independent "think tank" serving...
2024-05-3046 minFOXcastMaking Sense of the Fast-Evolving Family Wealth Landscape with Jamie McLaughlinToday, I have the pleasure of speaking with Jamie McLaughlin, Founder and CEO of J. H. McLaughlin & Co., a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single- and multi-family offices. Previously, he was CEO of Geller Family Office Services, a partner at Convergent Wealth Advisors where he built the firm's New York office, the regional president of Mellon Private Wealth Management's New York region, and a financial advisor at Sanford C. Bernstein & Co. Jamie is a Co-Founder of the UHNW Institute, an independent "think tank" serving...
2024-05-3046 minThe UHNW Institute PodcastIntroducing The UHNW Institute - Steve ProstanoSummaryIn this episode, Steve Prostano, the founder and chairman of the Ultra High Net Worth Institute, discusses the creation and mission of the Institute. He shares how the Institute was formed organically in 2018 and the gap it aims to fill in the family wealth space. The Institute focuses on educating and helping families navigate the wealth management industry, providing thought leadership and resources, and promoting best practices and professional development. Steve also highlights the importance of building a community of thought leaders and the Institute's ambitions for the future.TakeawaysThe Ultra High...
2024-05-0127 min
My Worst Investment Ever PodcastChris Ball - If They’re Not 100% Right, Don’t Hire ThemBIO: Chris Ball started his career in 2004 as a tax adviser with KPMG LLP. He then transitioned and founded Hoxton Capital Management in 2018. The group’s sole emphasis is helping HNW and UHNW clients with borderless global financial advice. Chris’ specialty is assisting individuals with their retirement planning needs.STORY: When Chris started his career young and fresh, he got into spread betting. That didn’t go so well, and he lost 10,000 pounds, which was a lot of money in 2008. In terms of business, he wasted over $750,000 on bad hiring decisions.LEARNING: Don’t enter markets...
2024-04-2316 min
The Matt Balaker PodcastRyan Austin - Military School and Family OfficesIn this episode, we dive into the journey of Ryan Austin, Founder and CEO of Arondight Advisors, who shares not only his professional triumphs but also the personal milestones that have shaped his path. Raised on Long Island, NY, Ryan faced challenges early on that led him to the disciplined halls of Valley Forge Military Academy at 15, a pivotal moment that set the course for his future endeavors. Ryan’s story is one of perseverance, insight, and success.
MORE ABOUT RYAN AUSTIN
Today, as the leader of Arondight Advisors, Ryan connects best-in-class companies with his proprietary network of over 5,000 Fa...
2024-03-2846 min
Flow RadioRebounding Stronger: Building Adaptability Through Flow with Matt SchollardThis episode of Flow Radio features Matt Schollard, an Air Force Pararescue Veteran, Flow Research Collective-certified High Flow Coach, extreme athlete, and the co-founder and president of the Beneath the Surface Foundation, a nonprofit that helps special operations combat veterans achieve post-traumatic growth through wind and water sports and mindfulness practices. He spoke with Flow Research Collective Head Coach Dr. Torrie Higgins and Chief of Staff Ryan Wickes about tapping flow to gain resilience in the face of life’s challenges.
This episode is for anyone interested in learning how to develop a high-flow li...
2024-03-1937 min
The Circuit Magazine PodcastBehavioural Analysis and Risk Factors for Children | Sandra AdiarteProfessionally, you might be doing the 'correct' thing but is it the right thing in the eyes of UHNW parents? You're the protector and not the nanny but you still need to gain compliance and cooperation when protecting children. And so it was a pleasure to welcome Sandra Adiarte, Founder of Apollo Synergetics to discuss:What communication styles should you employ with toddlers when compared to teenagers?How can you communicate high risk threats to small children?How should you avoid becoming a 'buddyguard'?What additional traits or skills are UHNW parents looking for in EP when deploying...
2024-02-1956 minFOXcastSecuring Top-Quality Medical Care for Family Members with Leslie MichelsonThis week, I'm speaking with Leslie Michelson, Chairman and Co-Founder of Private Health Management (PHM). PHM is a clinically sophisticated complex care management company, specializing in assisting clients to obtain the best care and outcomes when facing serious and complex medical conditions. Before founding PHM, Leslie was the CEO and Vice Chairman of the Prostate Cancer Foundation, and he's the author of the New York Times bestseller, The Patient's Playbook. Leslie, and his firm PHM, are marketing partners of FOX and valuable contributors of unique, expertise to our member community, and we are thrilled to offer their specialized knowledge...
2024-02-1529 min
The Wealth Vibe Show!Episode #130 Wealth Amplified: UHNW Strategies & Mobile Home ParksSend a textIn this episode, Vinki Loomba explores wealth amplification through two distinct approaches: ultra-high net worth (UHNW) strategies and the dynamic investment landscape of mobile home parks. Jonathan Tuttle, a seasoned expert in these fields, shares valuable insights into the methods used by the ultra-wealthy to grow their wealth and the promising opportunities in mobile home park investments.In this Episode, Vinki & Jonathan chat about:✅ Jonathan Tuttle's Entrepreneurial Journey and Career Achievements✅ Ultra High-Net Worth (UHNW) Investment Strategies and Their Implementation✅ The Dynamics of Networking and Building Effective Business...
2024-01-1637 minFOXcastManaging Mental Wellness While Creating a Sustaining Family Culture with Dr. Jesse Viner & Dr. Bryn JessupThis week, it is my pleasure to speak with Dr. Jesse Viner, CEO & Chief Medical Officer and Dr. Bryn Jessup, Director of Family Services & Systems at Yellowbrick, a leading resource and national referral center serving enterprise families and providing mental health services and psychiatric treatment of troubled emerging adults. Jesse and Bryn, and their firm Yellowbrick, have been a resource partner and now specialty advisor member of the FOX community, bringing their unique expertise and thought leadership to our members. Mental health as a topic has not traditionally been part of the professional family wealth management discourse...
2023-12-2033 min
The Diamond Podcast for Financial Advisors$1.6B 6 Years Later: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill
With Matthew Celenza, Founder and Managing Partner at Boulevard Family Wealth
Overview
Wirehouse advisors often wonder what they are missing as they watch peers and colleagues break away to the independent space. Matt Celenza was once that guy. He believed he had access to everything his UHNW clients needed—until his move revealed just how much more he could do with true open architecture to improve client service and grow faster. 6 years after his first visit on this series, Matt comes back to share an insider perspective on “what he wishes he knew before brea...
2023-11-3057 minFOXcastDeveloping Integrated Wealth Advisors with Tom McCulloughToday, I have the pleasure of speaking with Tom McCullough, co-founder, chairman and CEO of Northwood Family Office. Tom is an adjunct professor and executive-in-residence at the University of Toronto’s Rotman School of Management, a member of the Editorial Board of the Journal of Wealth Management, and a member of the board and faculty of the UHNW Institute. He is an accomplished author and frequent speaker on issues relevant to families of wealth and their trusted advisors. Tom recently published his influential article, The Rise of the Integrated Advisor, in the Journal of Wealth Management, and in...
2023-11-2944 min
The Private Chef Podcast - Serving the 1%Episode 58: The Art of Serving the UHNW Clients with Chef Rheberson BrittoIn this week's episode, we have the pleasure to hear from Chef Rheberson Britto, a renowned food enthusiast and a private chef serving UHNWIs in London. Chef Rheberson generously shares his experiences in preparing gourmet dishes for prestigious events like the G7 Conference and Wimbledon finals, while also discussing his personal journey from working in restaurants to serving in private households. Throughout the conversation, he underscores the significance of culinary versatility, adaptability, and the perpetual pursuit of knowledge to successfully delight elite clients. He also discusses the value of starting from the bottom and continuously updating oneself in the...
2023-11-0745 minFOXcastHelping Single Clients Make the Most Important Decision with Cassindy Chao & Shannon LundgrenThis week, I am thrilled to be speaking with Cassindy Chao and Shannon Lundgren, co-founders of Boutique Matchmaking, a high-end personal advisory practice that provides curated matchmaking, date coaching, and strategic consulting for multigenerational families of wealth. The fact that we are talking about high-end professional matchmaking, date coaching, and curated singles education for UHNW clients, shows just how far our field is progressing toward embracing the full spectrum of qualitative, human-capital needs, and wellbeing of our UHNW clients. Cassindy and Shannon provide an overview of how the professional matchmaking field has evolved over the past 10-20...
2023-10-2637 min
The Recruitment Diaries: Life in Private StaffingLife in Private Staffing | Season 4.34 - Helen MannToday, Philippa is joined by Helen Mann, all the way from San Fransisco, California. Helen talks about her career journey so far- from studying her master's degree in film journalism to working in all sorts of UHNW roles which have managed to remain relevant to her prior studies, and how she's found trying different roles within the private staffing industry to be beneficial in both personal and career growth.
Philippa and Helen discuss a healthy work-life balance, the often inevitable trial and error that comes with finding the perfect position within the UHNW sector, and the importance...
2023-10-2534 minThe Diamond Podcast for Financial AdvisorsSummit Trail’s Jack Petersen on How Their Blockbuster Break Created a $16B Firm Designed to Serve the Unique Needs of UHNW Clients
A conversation with Jack Petersen, Managing Partner and Advisor at Summit Trail Advisors
Overview
The Barclays breakaway discusses his 2015 landmark leap with 5 partners, 3 offices, and $3B in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more.
Listen in…
> Download a transcript of this episode…
NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor t...
2023-09-211h 00
Wealth and LawStrategies for UHNW Families in a Dynamic Environment: Interest Rates, GRATs, SLATs, and MoreIn this episode, Brent talks to Darren Case, a partner at Tiffany & Bosco and a Fellow of the American College of Trust and Estate Counsel (ACTEC). They discuss the challenges and opportunities for ultra-high-net-worth (UHNW) families in today’s complex and uncertain environment. Together, they explore intricate financial aspects like the trends around interest rates, the mechanics of Grantor Retained Annuity Trusts (GRATs), Spousal Lifetime Access Trusts (SLATs), and the intricacies of irrevocable trust planning. Their discussion illuminates the complexities of these strategies, providing listeners with a better understanding and actionable advice.
Darren Case is a partner at...
2023-06-1543 min
Let's Talk Family Enterprise47: Fragile Power: Why Having Everything Is Never EnoughIntroduction Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients. All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. Description In this episode, host Steve Legler speaks with Dr. Paul Hokemeyer, a renowned psychotherapist who works with individuals and families all around the world. Together, they discuss Paul's book, Fragile Power, and venture into the challenges of working...
2023-05-0933 min
The Expertise of Emotionally Intelligent LuxuryUHNW Health Care, Wellness and Longevity Trends with Dr. Jordan ShlainOn October 27, 2022, Milton Pedraza, Luxury Institute CEO, welcome Dr. Jordan Shlain, Practicing Physician, Founder and Managing Partner at Private Medical, to discuss the current and future trends of UHNW Health Care, Wellness and Longevity.In this webinar, you will hear from Dr. Jordan Shlain on:-Health Care, Wellness and Longevity Values and Priorities of the UHNW-Health Care Diagnostics Technologies and Solutions-Longevity Treatments and Solutions -The Future of Health Care and Patient CentricityFollow us @officialluxuryinstitute | Contact us LuxuryInstitute.com
2023-01-0556 min
The Journey with Christian D EvansCrypto Hedge Fund & Crypto Growth with Managing Partner of Globe 3 Capital Jeff Embry🎁 Gift for All Podcast Listeners Below 👇 | As a Managing Partner & Head of Investor Relations of Globe 3 Capital, Jeff is responsible for all accounting, reporting, and communications to our General/Limited Partners.
Prior to joining Globe 3, Jeff started his early career in the High-Tech Industry (both Software & Hardware). He pivoted to the Financial Industry for 15 years to serve both HNW & UHNW Families:
* 1yr with a Financial Planning Firm, creating Financial Plans & Diversified Strategy Allocations for HNW & UHNW Individuals & Families
* 7yrs with a $5 Billion Tactical Private Money Manager
* 7yrs with Fisher Investments, a Private Glob...
2022-11-2353 min
Gaining PerspectiveGifting Strategies for HNW and UHNW ClientMy guest today will discuss how he works with UHNW/HNW individuals and families when it comes to charitable giving and meeting philanthropic needs. We will talk about the issues individuals should consider when making a gift of a business interest to a public charity. We will discuss the benefits for donors in making the decision to give a gift of a business interest to a public charity, the types of business interests that a donor may give to charity and the trends he’s seeing across his client base when it comes to charitable giving strategies such as th...
2022-11-1817 min
The Recruitment Diaries: Life in Private StaffingLife in Private Staffing | Season 3 Episode 20 – Lisa Murray, The Atlas ClubSilver Swan has recently launched a concierge company to offer not only dedicated service to our UHNW clients but to offer support to our fabulous House/Estate Manager communities. These roles are already challenging without the last-minute or often crazy requests of the Principals – you are no longer alone! Instead of feeling that you need to find a way to make the impossible happen, just email concierge@silverswanrecruitment.com and we’ll help.
Powered by the incredible, global team at The Atlas Club, the service is truly 24/7 with no request being too big or too small. Today we i...
2022-10-2631 min
Stephan Livera PodcastSLP419 Matthew McClintock- UHNW Bitcoin StrategiesMatthew McClintock of Bespoke Services joins me on the show to chat about his family office and private trust company for UHNW American clients. We chat:
What level of wealth qualifies here?
What are the concerns of Bitcoin-affluent families?
What kind of structures can they use?
Benefits of these structures
Trade offs of the approach
How the Sovereign Individual thesis may play out
Should UHNW Americans consider staying out of these structures?
What’s needed from a technology and culture perspective?
Links:
Site: Bespokeservices.io
Twitter: @mcclintock_m
Sponsors:
Swan Bitcoin
Mempool.space
Braiins.co...
2022-10-051h 02
The Alternative Investment PodcastTax-Advantaged Energy Investing, With Matt IakEnergy investments can be very profitable even in a vacuum, but their value for a VHNW/UHNW investor may be even higher in the context of an overall portfolio, given the substantial tax benefits.Matt Iak, executive vice president at U.S. Energy Development Corporation, joins the show to discuss several tax-advantaged energy investment strategies that family offices and VHNW/UHNW investors should consider.
2022-09-2951 min
AWM Insights Financial and Investment NewsIs Ultra-High Net Worth Advice Different? | AWM Insights #122How do you establish a family legacy that transfers to the next generation? This is the most difficult task ultra-high net worth families will face. Of course, technical expertise is important when creating a legacy that will last generations, but the next generation must be prepared to steward wealth. Waiting until it’s too late is the worst thing you can do as a wealthy family. If transferring your family culture is important to you, the right team with the right experience can prepare your family for generational wealth transfer decades before it actually happens.
2022-08-1112 min
Gaining PerspectiveIntergenerational Transfers for UHNW ClientsFamily wealth transfers are complicated conversations. My guest, Jim Bertles of Tiedemann Advisors, has managed those conversations among his many UHNW clients and their millennial children. He has extensive experience overseeing and coordinating these transfers. Jim and I will discuss the dynamics of a successful family wealth transfer. I will ask Jim about the questions he is encountering with beneficiaries and what insights advisors should be sharing with them. Jim believes that advisors should work towards creating strong relationships with these younger beneficiaries now, as they will need ongoing advice to update their plans as major life changes occur.
2022-04-0520 min
The FS Club PodcastUK & Swiss Stock Listings – Advantages & Disadvantages Versus EU ListingsFind out more on our website: https://bit.ly/3JRQSs6
Becoming a listed company has advantages not only for large companies, but also small and medium enterprises. In 1995, AIM was created as a sub-market of the London Stock Exchange, offering smaller companies the ability to raise funds through the sale of shares. Similar opportunities are available in Switzerland, with a special regime for SME listings on Swiss exchanges. Since Brexit, both of these two major stock exchange jurisdictions are now outside the European union. However, they are competing for the same slice of the pie. On the...
2022-03-2843 minThe FS Club PodcastWhat Tips The Balance Between A Larger Us And A Them-And-Us?Find out more on our website: https://bit.ly/3HNpOZf
We’re poised between two futures. One: a breakthrough future of chaos, conflict and collapse. The other: a breakthrough future of safety, restoration, and flourishing. The choice between them starts in our minds. Whether we’re able to manage our mental states, at a moment of extraordinary turbulence. Whether we react to people who disagree with us with empathy or enmity. Whether we see ourselves as part of a polarised them-and-us, or an inclusive Larger Us. Join Alex Evans to explore how psychology and politics are converging to s...
2022-03-0841 min
The Recruitment Diaries: Life in Private StaffingSeason 3 | Episode 3: Claudia Pfeiffer on spending 20 years working as a Global Estate Manager for UHNW clientsToday I am chatting with Claudia, a long-term client of Silver Swans who has 20 years’ experience working all over the world for high profile UHNW clients managing numerous homes and up to teams of 200 staff at any one time. She has done and seen it all and is still as passionate about the private sector as she was all those years back when she started.
She now owns her own company, En Vogue Luxury Lifestyle Management and provides a bespoke concierge service to her clients.
Connect with Claudia on LinkedIn at: https://www.linkedin.com/in...
2022-02-0243 minThe FS Club PodcastSequence Risk: The Biggest Investment Risk You've Never Heard Of?Find out more on our website: https://bit.ly/3sKT9PW
In this webinar, Andy will explain another concept which is arguably even less well known and even more important for your ability to build wealth over time: Something called "sequence risk".
As you will hopefully gather from this presentation, this is one of the very most important ideas to understand if you want to succeed with investment. Amazingly, it is also an idea that is hardly ever contemplated or even discussed by most of the finance industry, which means that the vast majority of “no...
2021-05-1744 min
The Connected Generation with Nike AnaniFlying Alone and Writing Your Own Story as a NextGen with Shahrzad AtaiShahrzad re-joined Child & Child in January 2021 after 15 months as a Managing Director with Alvarium Investments. Shahrzad originally joined Child & Child in 2015, when she founded and headed the Middle East desk. She was legal counsel to many HNW and UHNW families/entrepreneurs as well as multi-jurisdictional companies and several governments. She focused on banking finance and regulations, cross border transactions, corporate/commercial, property finance (including sharia finance), financial sanctions on Iran, structuring, private wealth, immigration, dispute resolution and international transactions. She was also head of the legal team within a Kuwaiti family office, worked for a city firm...
2021-05-0442 min
Inspire Pod#17: Sam Palmer, Staffing Properties Founder speaks about: Selling California's most expensive home; Founding Staffing Properties; Working with UHNW Individuals; and much more!#17: Sam Palmer, Staffing Properties Founder speaks about: Selling California's most expensive home; Working in the Recruitment sector; founding Real Staffing; the effects of Covid19 on Business; working in the UHNW sector; and much more!
Very excited to welcome Sam Palmer to the latest episode of Inspire Pod! Having lived in, and sold, California's most expensive home at the time (The Manor in Holmby Hills), Sam then found a need to build staffing teams for UHNW Clients who own large sized homes.
More about Sam:
• Spent 7 year’s working in Agency Recruitment in Sydney Australia before moving out to LA;
• When workin...
2021-04-1454 minThe FS Club PodcastSwitzerland’s Wealth Management Industry: Winning Or Losing Ground In Times Of Covid?Find out more on our website: https://bit.ly/3JpV5U9
In the latest international wealth management centre report of Deloitte’s, Switzerland remains by Assets under Management (AUM) the largest centre worldwide, closely followed by the UK. Considering performance, Switzerland is leading before Singapore, Luxembourg and the UK, and whilst comparing competitiveness, Switzerland is again leading, closely followed by Singapore and Hongkong. In Z/Yen's Global Green Finance Index (GGFI 6), which measures the quality and depth of green financial products across the world’s financial centres, according to quality, Zurich is in the lead, followed by Amst...
2021-03-0446 min