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The UHNW Institute PodcastThe UHNW Institute Podcast brings you the voices of the UHNW communitys most experienced minds, as well as the change makers defining the next generation of wealth stewardship. Author: The UHNW Institute
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 Institutes 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. Language: en Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part One
Episode 24
Friday, 13 March, 2026
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/
