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THE UHNW Institute Podcast, a bi-monthly series, explores the wealth management industry that serves the UHNW, providing voice to the firms and families they serve as they seek to build, grow and nurture the wealth from one generation to the next. Looking beyond money, the podcast aligns with the Institute’s mission to incorporate the Ten Domains of Family Wealth, with topics related to the financial, investment, governance, estate planning, philanthropy, risk management, leadership, learnin ...
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The Ten Domains of Family Wealth
30:22
30:22
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30:22
Summary In 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 phi…
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Introducing The UHNW Institute
27:03
27:03
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27:03
Summary In 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 m…
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