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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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50 Ways to Leave your Legacy
Episode 18
Wednesday, 15 October, 2025
Episode overviewRuss speaks with storyteller and filmmaker Rick Stevenson about why our personal stories are our most valuable legacy, and how families can use storytelling to connect across generations, strengthen decision making, and shape their philanthropy. Rick shares insights from 8,000+ interviews, the origins of the 5,000 Days Project, and practical ways advisers and families can start capturing stories with care, consent and purpose.Key themesYour story as your greatest asset: Identity, purpose and self-knowledge as the foundation for a lived legacySafe, consent-led storytelling: Why participants should retain control and how privacy builds honesty and depthFrom emotion to insight: How telling a story moves feeling into language and reduces its hold on usA “family voice,” not just a founder’s voice: Interviewing every generation to reveal shared values and differencesPhilanthropy and purpose: How stories surface what people truly care about and guide meaningful givingAdvisers as humans first: Do your own story work to build trust with the whole family, not only the patriarchGetting started at any age: Simple, repeatable practices for capturing stories from early childhood to later lifeNext stepsInstitute members can access the Legacy Playbook in the member portal and resource libraryTo explore a Family Voice series or personal story mentoring, get in touch via the Institute website - https://www.uhnwinstitute.org/
