Parhaat The Uhnw Institute Podcastit (2024)

1
An Interview with Dr Amirala Pasha 55:55

6d ago55:55

55:55

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

1
Health and Wellbeing - Anna Nichols 24:33

1M ago24:33

24:33

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

1
Estate Planning and Legal - Kim Kamin 32:41

2M ago32:41

32:41

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

1
Social Impact & Philanthropy - Betsy Erickson 31:02

3M ago31:02

31:02

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

1
Governance and Decision Making - Dennis Jaffe 27:58

4M ago27:58

27:58

In 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,…

1
Leadership and Transition Planning - Amy Renkert Thomas 28:29

5M ago28:29

28:29

Summary In 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 …

1
The Ten Domains of Family Wealth - Jim Grubman 30:22

6M ago30:22

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…

1
Introducing The UHNW Institute - Steve Prostano 27:03

7M ago27:03

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…

Kuuntelemisen arvoisia podcasteja

The Uhnw Institute podcastit

Kuuntelemisen arvoisia podcasteja

1
The UHNW Institute Podcast

The UHNW Institute

1
An Interview with Dr Amirala Pasha 55:55

1
Health and Wellbeing - Anna Nichols 24:33

1
Estate Planning and Legal - Kim Kamin 32:41

1
Social Impact & Philanthropy - Betsy Erickson 31:02

1
Governance and Decision Making - Dennis Jaffe 27:58

1
Leadership and Transition Planning - Amy Renkert Thomas 28:29

1
The Ten Domains of Family Wealth - Jim Grubman 30:22

1
Introducing The UHNW Institute - Steve Prostano 27:03

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