The UHNW Institute Podcast

The UHNW Institute
  • 5.0 (4)
  • Management
  • Biweekly

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, learning and development, health and wellness and family dynamics of the UHNW.

  1. Oct 14

    The SFO Circle - The Care Economy: What Every Family Office Needs to Know

    SummaryIn June, Teresa Leigh, founder of Teresa Leigh Home + Family Office, led a private SFO Circle Clinic on the fast-changing landscape of eldercare and what she calls “the care economy.” The session prompted many family office executives to rethink how they support the families they serve, and the conversation was too important to leave in the room. In this episode, Kristen welcomes Teresa back to continue that dialogue. Whether you attended the clinic or are coming to these ideas for the first time, this is a practical and deeply human look at one of the most significant, and often overlooked, responsibilities a family office can take on. In this episode, we discuss: What the care economy is, and why it reaches well beyond ageing parents to include special needs, chronic illness, neurodegenerative disease, and wider family supportThe true financial cost of care today, and why families so often underestimate both its complexity and its expenseWhat has changed in the past five years to make this conversation more urgentA real-world case study showing what happens when a family waits too long to planThe common characteristics of families who navigate care transitions wellWhat surprised family office executives at the June clinic, and how it shifted their thinkingThe point at which eldercare moves from a private family matter to a family office responsibilityThe emotional cost of care, and how family office leaders can balance logistics with empathyThe biggest gaps family offices still need to closeOne practical action every family office executive can take in the next 90 daysWhat a career spent alongside families in vulnerable moments has taught Teresa about the true meaning of wealth Key takeaway Caring for families goes well beyond managing wealth. As the care economy evolves, family offices have a real opportunity to help families prepare for life’s most important transitions with greater confidence and clarity, and the time to start that planning is before it is needed. About our guest Teresa Leigh is the founder of Teresa Leigh Home + Family Office, where she supports families through eldercare and the wider challenges of care across generations. Learn more To find out more about the SFO Circle, our private clinics, and upcoming educational programming, visit The UHNW Institute.

    The SFO Circle - The Care Economy: What Every Family Office Needs to Know

  2. Sep 23

    Table Stakes 2.0

    Summary In this episode, Tom McCullough discusses the evolution of the Table Stakes framework, emphasizing the importance of client-centric, integrated wealth management. He explores how the industry is shifting towards a professionalized role of the integrated advisor and the significance of understanding client needs in a complex world. Key topicsEvolution of Table Stakes framework Client-centric wealth management Role of integrated advisors Industry standards and professionalization Importance of understanding client needs Impact of AI and information access Discovery process improvements Collaboration between specialists and integrators For more information about the Institute and our work, head over to - https://www.uhnwinstitute.org/ Video Link -

  3. Sep 10

    Ten Domains - An Evolution....

    Summary In this episode, Russ Haworth chats with Jim Grubman and Tom McCullough about the evolution of integrated family wealth advice and the role of the Ten Domains model in reshaping how advisors meet the needs of ultra-high-net-worth families. Key topics Evolution of the ten domains modelFamily advisory relationships and their central roleThe importance of adaptation and continuous improvementHow firms are using the ten domains for client conversations and strategyThe distinction between content domains and delivery (FAR)The impact of the model on industry standards and practicesThe analogy of orchestration in wealth managementFuture skills and competencies for advisorsThe importance of lifelong learning and innovation Video To watch the video of this episode, click on this link. To find out more about The Institute and our work, head to - https://www.uhnwinstitute.org/

  4. Aug 24

    The Integrated Advisor: How to Develop Talent for Ultra High Net Worth Families

    Show notes: In this episode, Jamie McLaughlin sits down with David Salsberg (President and Founder, Gresham Partners) and Michael Zeuner (WE Family Offices) to explore what it really means to be an "integrated advisor" in the ultra high net worth space. They discuss why complexity and multi-generational wealth demand advisors who can connect the dots across investment, tax, legal and estate planning, rather than specialists working in silos. David and Michael share how their firms identify, hire and develop this talent from the ground up, including structured development programmes, mentorship models and the patience required to build these skills over a decade or more. The conversation also covers how AI and changing organisational models are reshaping the talent pipeline, and why retention hinges on giving advisors a clear career path and genuine ownership of client relationships. Topics covered: What distinguishes an integrated advisor from a specialistThe skills that can be taught versus those that must be developed through experienceHow Gresham Partners and We Family Offices structure talent development and mentorshipThe impact of AI on organisational design in wealth managementWhy retention and culture are now central to serving ultra high net worth families Visit The Ultra High Net Worth Institute website here - https://www.uhnwinstitute.org/

  5. Aug 17

    The New Family Office Frontier: Longevity, Human Capital & the Rise of the Chief Wellness Officer

    Welcome to this episode of the SFO Circle Podcast with host, Kristen Oliveri. For decades, family offices have focused on preserving and growing financial capital. But increasingly, families are asking a different question: How do we preserve and optimize human capital? Conversations about health are evolving. What was once considered a personal matter is increasingly becoming a family office priority, from longevity and preventive care to caregiving, wellness and quality of life. In this episode, Kristen is joined by Zachary Faas, Vice President, Client Advisory and Consulting and Doctor of Psychology at Intent Clinical, Lisa Iaquez, Corporate Director, Business Development and Longevity Advisory at Canyon Ranch and Dr. Brian Dooreck, Founder and President of Executive Health Navigation. Together they explore the growing intersection of family offices, longevity and wellness. They discuss emerging trends, what families are asking for, the realities of aging and caregiving, and the concept of a Chief Wellness Officer—a role that may become as important to some families as their investment advisor or estate attorney. As family offices continue to evolve, the definition of wealth is expanding beyond financial assets alone. Increasingly, families are recognizing that longevity, wellness, caregiving and overall quality of life deserve the same thoughtful planning as investments, governance and estate structures. You can find out more about the work of The Institute here: https://www.uhnwinstitute.org/

    The New Family Office Frontier: Longevity, Human Capital & the Rise of the Chief Wellness Officer

  6. Jul 29

    Michael Zeuner: The Making of an Integrated Advisor

    Private Wealth Podcast — Michael Zeuner, WE Family Offices Episode summary Host Joe Reilly speaks with Michael Zeuner, managing partner at WE Family Offices and co-founder and board member of the Ultra High Net Worth Institute. Michael traces his career from consulting at Andersen Consulting and Booz Allen through senior roles at Chase Manhattan, JP Morgan Private Bank and Gen Spring Family Offices, to co-founding WE Family Offices in 2013. Along the way he unpacks the industry's shift from a supply-side, product-manufacturing model to a demand-side, advice-led one, the emergence of open architecture, and what it takes to build a sustainable, scalable advisory business without losing the intimacy that ultra high net worth families expect. He closes with reflections on talent development, common mistakes families make after a liquidity event, and how AI is reshaping business development in the wealth management sector. In this episode Early life and education, and a formative mentorship at Shawmut Bank that shaped his approach to client workFoundational lessons from his consulting years about advice being disconnected from product economicsMeeting Mel Lagamasino at Chase Manhattan Private Bank and the early experiments that became open architectureWhy JetBlue became an internal reference point for a demand-driven business modelThe move to Gen Spring Family Offices, its growth through acquisition, and hard-won lessons on cultural alignment in M&APartnering with Pat Soldano (Simric) and Santi Uyoha (TBK) and how those relationships shaped the retainer-fee, non-discretionary modelFounding WE Family Offices in 2013 on flat fees, non-discretionary advice and keeping control with the familyWhere scale genuinely helps (reporting, technology, manager due diligence) versus where it does not (the advisory relationship itself)Building and retaining advisory talent, including why the first two to three years are the highest turnover riskCommon mistakes families make after a major liquidity eventHow AI-driven search is changing inbound business development for boutique advisory firms Guest Michael Zeuner is a managing partner at WE Family Offices and a co-founder and board member of the Ultra High Net Worth Institute. He previously served as senior executive partner at Gen Spring Family Offices and as Global Head of Wealth Solutions at JP Morgan Private Bank. He holds an MBA from the University of Chicago Booth School of Business and a BA from Brandeis University, and hosts the Wealth Enterprise Briefing Podcast. Host Joe Reilly, head of Circulus Group, a family office network based in Greenwich, Connecticut. Find out more about The Institute here - https://www.uhnwinstitute.org/

  7. Jul 6

    Coaching and Mentoring - The Rising Generation

    Summary In this episode, we explore the unique challenges and strategies involved in coaching and developing the next generation within family systems, emphasizing identity, legacy, and emotional maturity. Key topics Differences between developing emerging leaders in organizations and family membersImportance of identity, legacy, and emotional maturity in family developmentThe concept of personhood and its impact on family members' decision-makingThe role of coaching and mentoring in developing confidence and judgmentThe importance of experiential learning and real responsibilityBalancing protection and pressure to foster independenceThe significance of self-awareness and internal developmentStrategies for advisors to support without taking over decision-making Chapters 00:00 Introduction to Family Gens Development 02:13 Differences Between Organizational and Family Development 04:47 The Personhood and Identity in Family Members 07:08 Preparing Family Members for Wealth and Decision-Making 09:56 The Role of Knowledge, Experience, and Gut Feelings 17:00 Coaching, Mentoring, and Developing Judgment 22:55 Advisor Support and Avoiding Backseat Driving 29:09 Balancing Protection and Pressure in Development 45:11 Quickfire: What to Stop and Start in Development 49:59 Signs of Readiness for Responsibility in Rising Gens Resources & Links Ultra High Net Worth Institute - https://www.uhnwinstitute.org

  8. May 27

    Building a 100-Year Family Office: Strategies and Insights

    Show Notes In this insightful interview, Kathy Lintz shares her journey from financial education to leading Matter Family Office, emphasizing the importance of purpose, communication, and strategic planning in managing ultra-high net worth families. Discover her approach to family governance, the evolution of wealth management, and how technology is transforming the industry. Chapters 00:00 Introduction to Kathy Lintz and Her Journey 02:47 The Evolution of Financial Planning and Education 05:54 Founding KBL Financial and Working with Athletes 08:59 Transitioning to Matter Family Office 11:47 Understanding Client Needs and Family Dynamics 14:56 Building a Strong Firm Culture 17:54 The Role of Technology in Wealth Management 20:56 Advice for Aspiring Wealth Managers Guest links LinkedIn - https://linkedin.com/in/kathylintz Website - https://matterfamilyoffice.com/

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Ratings & Reviews

5
out of 5
4 Ratings

About

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, learning and development, health and wellness and family dynamics of the UHNW.

Information

  • Creator
    The UHNW Institute
  • Years Active
    2024 - 2026
  • Episodes
    35
  • Rating
    Clean
  • Copyright
    © Copyright 2026 The UHNW Institute
  • Show Website
    The UHNW Institute Podcast

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