The UHNW Institute Podcast

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 frameworkClient-centric wealth managementRole of integrated advisorsIndustry standards and professionalizationImportance of understanding client needsImpact of AI and information accessDiscovery process improvementsCollaboration between specialists and integratorsFor more information about the Institute and our work, head over to - https://www.uhnwinstitute.org/Video Link -

SummaryIn 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 topicsEvolution 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 innovationVideoTo 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/

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 familiesVisit The Ultra High Net Worth Institute website here - https://www.uhnwinstitute.org/

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/

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/