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The UHNW Institute Podcast: Daily Summaries Delivered
by The UHNW Institute
THE UHNW Institute Podcast, a bi-monthly series, explores the wealth management industry that serves the UHNW, providing voice tothe 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’smission to incorporate the Ten Domains of Family Wealth, with topicsrelated to the financial, investment, governance, estate planning,philanthropy, risk management, leadership, learning and development, health and wellness and family dynamics of the UHNW.
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- Today1h 3m
Michael Zeuner: The Making of an Integrated Advisor
Private Wealth Podcast — Michael Zeuner, WE Family OfficesEpisode summaryHost 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 episodeEarly 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 firmsGuestMichael 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.HostJoe Reilly, head of Circulus Group, a family office network based in Greenwich, Connecticut.Find out more about The Institute here - https://www.uhnwinstitute.org/
- 3 weeks ago50 min
Coaching and Mentoring - The Rising Generation
SummaryIn 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 topicsDifferences 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-makingChapters00:00 Introduction to Family Gens Development02:13 Differences Between Organizational and Family Development04:47 The Personhood and Identity in Family Members07:08 Preparing Family Members for Wealth and Decision-Making09:56 The Role of Knowledge, Experience, and Gut Feelings17:00 Coaching, Mentoring, and Developing Judgment22:55 Advisor Support and Avoiding Backseat Driving29:09 Balancing Protection and Pressure in Development45:11 Quickfire: What to Stop and Start in Development49:59 Signs of Readiness for Responsibility in Rising GensResources & LinksUltra High Net Worth Institute - https://www.uhnwinstitute.org
- May 27, 202623 min
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.Chapters00:00 Introduction to Kathy Lintz and Her Journey02:47 The Evolution of Financial Planning and Education05:54 Founding KBL Financial and Working with Athletes08:59 Transitioning to Matter Family Office11:47 Understanding Client Needs and Family Dynamics14:56 Building a Strong Firm Culture17:54 The Role of Technology in Wealth Management20:56 Advice for Aspiring Wealth ManagersGuest linksLinkedIn - https://linkedin.com/in/kathylintzWebsite - https://matterfamilyoffice.com/
- May 20, 202621 min
The Global Experience Economy: How UHNW Families Are Redefining Luxury
INTRO: Welcome to the SFO Circle Podcast, where we explore the ideas, strategies, and evolving dynamics shaping today’s single family offices and the families they serve.I’m Kristen Oliveri, Senior Advisor to the Institute and the SFO Circle, and in this episode, we turn to a topic that continues to gain momentum across the ultra-high-net-worth community: the rise of the global experience economy.Today, I’m joined by Teresa Chope, CEO and Founder of Gallivant, for a conversation on how today’s wealth holders are redefining luxury through experiences, from major global events like the Olympics, World Cup, and Formula 1 to more bespoke, invitation-only moments that blend travel, access, and connection.Together, we'll explore what's actually driving today's most discerning families — beyond the familiar narratives — how the global lifestyle calendar has evolved from a list of events into a strategic tool, what it really takes to access the world's most coveted moments, and where Teresa sees the experience economy heading over the next few years.It’s a conversation about access, intention, and how experiences are becoming one of the most meaningful expressions of wealth today.Let’s dive in. QUESTIONS: Teresa, there's been no shortage of commentary about ultra-wealthy families shifting from possessions to experiences. The New York Times, Robb Report, Condé Nast — everyone is covering it. But you're in the rooms with these families. What is the conventional wisdom getting wrong, or oversimplifying, about what's actually happening at the UHNW level?How has the concept of a “global lifestyle calendar” evolved for UHNW individuals and families?Why do major global events—like the Olympics, World Cup, or Formula 1—hold such strong appeal for this audience?How are families using these events not just for entertainment, but for connection, networking, or multi-generational bonding?Art is something we don't always associate with the experience economy in the same breath as Formula 1 or the Olympics — but you've described it as one of the most quietly powerful anchors on the UHNW calendar. Can you talk about that? What does access at the highest level look like— or the kind of invitation-only previews that never make it into any publication?What are some of the anchor events that tend to show up on the UHNW social calendar each year?Can you walk us through the different tiers of access that exist around major global events?What separates traditional VIP hospitality from the truly ultra-exclusive experiences?Are UHNW clients increasingly seeking experiences that feel private, behind-the-scenes, or invitation-only?Private aviation is often framed as a convenience, a time-saver. But in your experience, has it fundamentally changed what's even possible for a family trying to construct an ambitious global life — in ways that go beyond logistics?Is it primarily about efficiency and flexibility, or does it unlock a different level of access entirely?What trends are you seeing in how ultra-wealthy families pursue their personal passions and interests globally?Are younger generations approaching luxury travel and global experiences differently than previous generations?If someone wanted to start building their own global events calendar, what would be the first two or three experiences you would recommend?CONCLUSION:As we’ve explored today, the rise of the global experience economy is reshaping how families think about wealth, not just as something to preserve, but as something to live.From intentional global calendars to art previews that never make it into print, to multi-generational journeys that become part of a family's defining story — the through line is always the same: the most meaningful experiences don't happen by accident. They're designed.A special thank you to Teresa Chope for sharing her perspective and insights with us.And thank you, as always, for being part of the SFO Circle community.If you enjoyed this conversation, we invite you to subscribe, share, and continue engaging with us as we explore the ideas shaping the future of single family offices.
- Apr 29, 202649 min
The Future of Leadership in Wealth Management: Coaching & Mentorship Strategies
This episode examines one of the defining challenges in ultra high net worth wealth management and family office environments: how do you identify, develop, and retain the next generation of leaders at a time when client expectations, generational values, and organisational cultures are all shifting simultaneously?Drawing on the experience and perspectives of Milton Pedraza and Richard Orlando, the conversation moves from the conceptual to the practical. It covers the meaningful distinctions between coaching and mentorship, the conditions that allow emerging leaders to genuinely flourish, and why so many high-calibre firms inadvertently stall the development of their best people despite having every intention to do the opposite.At its core, this is an episode about trust: how leaders earn it from clients, how organisations earn it from their people, and how the field of wealth management must evolve its culture and leadership philosophy if it is to attract and hold the talent it needs for the long term.After listening to this episode, practitioners and leaders in wealth management and family office contexts should come away with:A clearer understanding of the difference between coaching and mentoring, and when each is most appropriate.Practical insight into the conditions that either support or undermine leadership development within high-calibre organisations.A more nuanced view of what emerging leadership looks like beyond technical competence or seniority.Specific prompts for reflecting on how their own organisations approach talent development and retention.A stronger appreciation of the generational dynamics shaping client and colleague expectations in wealth management today.Concrete questions to ask when evaluating whether their firm’s leadership culture is fit for the next decade.
- Mar 27, 202649 min
A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part Two
Coalition of the Willing - Part Two In this episode, co-authors Bryn Monahan, Meredith Straight Thomas, Paul Edelman and Russ Haworth explore the evolving concept of leadership and governance within family enterprises, emphasizing the importance of creating inclusive, resilient systems that go beyond traditional succession models. We unpack how coalition-building, behavioral change, and advice play crucial roles in fostering long-term sustainability.Main Topics Covered:The shift from single successor to a coalition approach for leadershipDeveloping behavioral habits and decision-making models for effective governanceEnhancing family cohesion and identity through inclusive participationThe role of external advisors in supporting transition and developmentCreating resilience and long-term sustainability across generationsPractical tools like decision grids and running governance 'gyms' to build capacityChapters00:00 - Introduction to the White Paper: Building a Coalition of the Willing02:51 - Moving from linear succession to coalition-based leadership models03:51 - The importance of creating systems allowing multiple voices04:35 - How diversity of experience enriches family enterprise resilience05:57 - Transition from single leader to a coalition: benefits and challenges08:15 - Evolving identity and participation in family governance09:36 - Enhancing family cohesion through diversified paths and roles12:24 - The importance of parallel readiness: governance reform and developmental work14:58 - Developing capabilities like judgment, communication, and EQ16:42 - Overcoming behavioral habits and systemic patterns in family governance19:34 - The complexity of behavioral change vs. structural changes22:44 - Practical examples of behavioral development (junior boards, incremental leadership)29:22 - Cultivating a culture that values disagreement and open dialogue32:18 - The metaphor of 'governance gym' to build sustained behaviors and habits35:47 - The importance of explicit problem-solving models and decision grids39:56 - The risk of divergence from agreed governance practices and how to mitigate42:49 - The resilience benefits of coalition-based governance for long-term continuity44:18 - Shifting perceptions of stewardship and leadership responsibility48:06 - The expanding role of advisors in supporting behavioral and systemic change49:42 - Future of advisory roles: practicing governance beyond structural designThis episode emphasizes that effective governance in family enterprises is a behavioral journey supported by systemic tools. External advisors are pivotal in helping families navigate discomfort and ingrained patterns to achieve resilience and long-term success.Links: White Paper - Part One White Paper - Part Two
- Mar 13, 202648 min
A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part One
SummaryIn this episode of the Ultra High Net Worth Institute podcast, host Russ Haworth, along with guests Amelia Renkert-Thomas and Daniel Trimarchi, discuss their white paper titled 'A Blueprint for Multi-Generational Success.' They explore the challenges of traditional succession planning, the importance of evolving governance structures, and the need for clarity and accountability in family enterprises.The conversation emphasizes the significance of education, co-creation, and addressing fears associated with structural changes. The episode concludes with practical steps for families to begin their governance journey and the importance of building a coalition of the willing for future success.Chapters00:00 Introduction to the Ultra High Net Worth Institute Podcast06:17 The Role of Governance in Family Enterprises16:20 Reducing Friction Through Effective Governance22:22 Co-Creation of Governance Structures28:21 Addressing Fears in Structural Changes34:49 The Coalition Mindset in Leadership40:10 Practical Steps for Families in TransitionLink to the Paperhttps://www.uhnwinstitute.org/new-white-paper-a-blueprint-for-multi-generational-success-building-a-coalition-of-the-willing-part-one/
- Mar 11, 202638 min
Family at the Center: Redefining the Role of the SFO
SummaryThis episode explores the vital role of learning within single family offices, emphasizing how cultivating a culture of curiosity, development, and leadership can create lasting resilience beyond financial assets. Guests share insights on building a learning ecosystem, the importance of internal competencies, and practical strategies for integrating learning into family office practices.Chapters00:00 Introduction: The Shift to Family-Centered Learning in SFOs01:24 Why Learning Matters More Than Ever in Family Offices03:02 The Multifaceted Approach to Learning and Development04:56 What Gets Missed Without Focus on Learning06:02 Values, Culture, and Legacy in Family Learning07:52 Creating a Culture of Growth and Curiosity12:50 Defining the Chief Learning Officer Role in Family Offices14:39 Building a Culture of Growth: Fixed vs. Growth Mindset17:17 Internal Competencies for Family Members and Staff19:20 Introducing Learning Topics in Family Meetings22:20 Engaging the Next Generation Through Tailored Learning24:49 Outsourcing Learning and Development in Family Offices28:25 Seizing Found Moments for Learning Opportunities34:28 Key Mindset Shifts for Families Regarding Learning36:16 Integrating Learning into Family Retreats and Meetings38:22 Conclusion: Building Resilience Through Family LearningResourcesJPMorgan Wealth Management - https://www.jpmorgan.comTwinwood Family Office - https://twinwoodfamilyoffice.comThe Cenozia Group - https://cenozia.comCarol Dweck's research on Mindset - https://mindset.yale.eduCitizen Kid Book Series - https://citizenkid.comBehavioral Finance Museum in Chicago - https://behavioralfinancemuseum.comGuest linksLinkedIn - https://linkedin.com/in/kristin-oliveiraLinkedIn - https://linkedin.com/in/stacey-allredLinkedIn - https://linkedin.com/in/vanessa-reniersLinkedIn - https://linkedin.com/in/bill-woodson
About The UHNW Institute Podcast
THE UHNW Institute Podcast, a bi-monthly series, explores the wealth management industry that serves the UHNW, providing voice tothe 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’smission to incorporate the Ten Domains of Family Wealth, with topicsrelated to the financial, investment, governance, estate planning,philanthropy, risk management, leadership, learning and development, health and wellness and family dynamics of the UHNW.
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