הפודקאסטים הטובים ביותר ב-Uhnw (2024)

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Estate Planning and Legal - Kim Kamin 32:41

3d ago32:41

32:41

Summary Kim Kamin, the domain chair of estate planning and legal issues, discusses the breadth and complexity of the estate planning and legal domain. She highlights that estate planning goes beyond creating wills and trusts and encompasses wealth transfer planning, administration, closely held businesses, philanthropy, and more. Kim emphasizes the…

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Episode 7 – Sam Mercanti and Our Family Office 27:01

4d ago27:01

27:01

On the season finale of the Our Family Office podcast, Our Family Office CEO Tim Cestnick speaks with Sam Mercanti, an award-winning entrepreneur, former leader of CARSTAR Canada, and Our Family Office client. Sam talks about immigrating to Canada and his start in the business world, how he built his company (06:05), and the ways that Our Family Of…

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Episode 6 – Risk Management for Wealthy Families 19:03

18d ago19:03

19:03

On episode 6 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about risk management. Adam and Kevin talk about the unique financial and non-financial risks that the wealthiest families face. They cover the ways that families can come to rely on a key person and how integration with a family…

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The Defuse Podcast with Mark Follman - The Trigger Points - Inside the mission to stop mass shootings in America 1:05:03

1M ago1:05:03

1:05:03

Send us a text This podcast provides an insight into the causes and possible solutions of mass attacks in the US. In this podcast Mark discusses: Importance of Talking to Attackers Key Elements of Threat Assessment Challenges in Reporting Threats The Role of Social Media in Threat Assessment The Importance of Human Connection in Threat Assessment M…

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Social Impact & Philanthropy - Betsy Erickson 31:02

1M ago31:02

31:02

Summary In this episode, Russ Haworth interviews Betsy Erickson, the chair of the philanthropy and social impact domain at the Ultra High Net Worth Institute. They discuss the role of the domain chair, the complexity of philanthropy, and the importance of integration across domains. Betsy also talks about the barriers that families face in philanth…

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Episode 5 – Family Office Integration and Tax Planning 19:20

1M ago19:20

19:20

On episode 5 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Director of Tax Henry Shew to discuss tax. Adam and Henry distinguish between tax preparation and tax planning, and the benefits of family office integration in developing tax strategies. They offer examples of additional complication that naturall…

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Is India the next China? with Kevin Carter, EMQQ Global 58:25

1M ago58:25

58:25

Send us a text Kevin Carter, founder and chief investment officer of EMQQ Global, joined us to disucss his journey in the investment world, initiated by his transformative reading of "A Random Walk Down Wall Street," which led to him working alongside economist Burton Malkiel of Princeton University in creating multiple stock market innovations lik…

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The Psychology Behind Philanthropy: Revealing the Identity-Driven Donor Journey 23:58

1M ago23:58

23:58

What drives ultra-high net worth individuals to part with substantial portions of their wealth for the greater good? Our fascinating guest, Dr. Jen Shang, the world's only philanthropic psychologist and co-author of "Meaningful Philanthropy: The Person Behind the Giving," unveils the complex interplay between identity and altruism. You'll gain excl…

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AI and Data: Revolutionizing Major Donor Prospecting Strategies 25:56

1M ago25:56

25:56

Ever wondered how data could revolutionize nonprofit fundraising? Join us as we uncover the transformative potential of data in making fundraising more efficient and impactful. Featuring Doug Kaczmarek, the Chief Data Officer at Moore, we promise you'll learn how cutting-edge technology and data overlays are optimizing marketing campaigns and donor…

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Episode 4 – How a Family Office Gives Your Time Back 15:24

2M ago15:24

15:24

On episode 4 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Co-Founder and CIO Neil Nisker about family administration. They address the ways in which administrative responsibilities fit into broader family office services, and the privilege enjoyed by wealthy families to be selective about how they spend their time…

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The Defuse Podcast – Improving Personal Safety with the Power of Awareness with Dan Schilling 1:00:20

2M ago1:00:20

1:00:20

Send us a text With the The Power of Awareness you can change your approach to personal safety from passive bystander to becoming your own personal safety expert. Your personal safety is your responsibility and no one else’s. That is a simple fact. And the two foundations your safety stands upon are possessing situational awareness and listening to…

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Governance and Decision Making - Dennis Jaffe 27:58

2M ago27:58

27:58

In this episode, host Russ Haworth is joined by Dennis Jaffe, the Domain Chair for Governance and Decision Making at the Ultra High Net Worth Institute. Dennis shares his extensive experience and insights into the complexities of governance and decision-making within family enterprises. They discuss the importance of governance, its various facets,…

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Achieving Longevity Through Meaningful Philanthropy 21:49

2M ago21:49

21:49

Unlock the secrets to managing high wealth holistically with Dr. Greg Charlop MD, an executive coach and wellness expert with a successful healthcare career. Ever wondered how viewing donors as individuals rather than mere transactions can revolutionize philanthropy? Dr. Greg reveals his journey towards personal fulfillment and alignment with true …

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Episode 3 – How Strategic Philanthropy Helps Wealthy Families Thrive 17:08

2M ago17:08

17:08

On episode 3 of the Our Family Office podcast, host Adam Fisch sits down with fellow Client Advisor Connor Kelly to discuss philanthropy. Adam and Connor walk through the “capital pyramid” and what it means to engage in strategic philanthropy (maximizing personal impact, charitable impact, and tax efficiency). They also discuss the benefits for fam…

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Building Your Major Gift Team 26:29

2M ago26:29

26:29

Building Your Team: Insights from Jim Batten on Major Gift Fundraising Welcome to the latest edition of the "Why The Wealthy Give" podcast! This issue dives deep into the critical aspects of building a successful fundraising team for nonprofits. We are thrilled to highlight our recent podcast featuring Jim Batten from The Batten Group. Jim's extens…

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The Transformative Power of Authentic Philanthropy: Insights from Kyle Smith 27:48

2M ago27:48

27:48

What motivates the wealthy to give? How do early experiences with charity shape future philanthropists? Join us for an enlightening conversation with The Salvation Army's retired Lt. Col Kyle Smith, as he shares his captivating journey from a family steeped in charity to influential roles across the globe. Kyle brings to life the importance of trus…

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Episode 2 – Family Continuity and Wealth 23:42

2M ago23:42

23:42

On episode 2 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about family continuity. Adam and Kevin work through the definition of what “family continuity” means, and the ways families can determine if the next generation is prepared to look after the family’s wealth. This episode include…

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Leadership and Transition Planning - Amy Renkert Thomas 28:29

3M ago28:29

28:29

Summary In this episode, Russ Haworth interviews Amy Renkert-Thomas, the chair of the leadership and transition planning domain at the Ultra High Net Worth Institute. They discuss the importance of leadership and transition planning in multi-generational family enterprises. Amy emphasizes the need for leaders to adapt their leadership style as the …

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Episode 1 - Getting Rich vs. Staying Rich 23:11

3M ago23:11

23:11

On episode 1 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Co-Founder and CIO Neil Nisker about investments. Neil and Adam discuss the philosophical difference between “getting rich” and “staying rich”, the ways in which the ultra-wealthy should be thinking about risk when making investments, and the importance of …

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Episode 0 - What Is A Family Office? 23:37

3M ago23:37

23:37

In the pilot episode of the Our Family Office podcast, host Adam Fisch sits down with Our Family Office CEO and Co-Founder Tim Cestnick, to define the concept of a “Family Office”. They describe the benefits of integrating services around an affluent family’s wealth, the ways in which a good family office should be able to work with outside profess…

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The Defuse Podcast – Family Office Risk Management with Edward V Marshall 54:56

3M ago54:56

54:56

Send us a text The Defuse Podcast – Family Office Risk Management with Edward V Marshall From December 2023 to January 2024, Dentons, led by Edward Marshall, surveyed over 200 family office respondents from 33 countries worldwide, comparing the findings to the earlier research published in 2020. This survey went further than before by examining var…

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The Defuse Podcast – Psychology 101 Part 2 – Psychopaths, sociopaths, pathology, Fixation and the impact of Social Media with Dr Caroline Logan 56:53

4M ago56:53

56:53

Send us a text In this episode, part 2 of the series, we expand on the discussion of the psychological terms and learn about psychopathy, how high functioning psychopaths become CEOs, politicians and leaders, the difference between psychopaths and sociopaths, the impact that social media and the internet has on mental health. Caroline Logan is a Co…

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The Ten Domains of Family Wealth - Jim Grubman 30:22

4M ago30:22

30:22

Summary In this episode, Dr. Jim Grubman discusses the 10 domains of family wealth. The model was developed to provide a taxonomy and hierarchy of the needs of ultra high net worth families, independent of specific service providers. The 10 domains include financial and investment management, estate planning and legal matters, social impact and phi…

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Adventure capitalist quantitative investing - Asha Mehta, Global Delta Capital 47:44

4M ago47:44

47:44

Send us a text In this episode of the INSEAD Emerging Markets Podcast, we speak with Asha Mehta, Managing Partner at Global Delta Capital, about her impactful career in finance, focusing on emerging and frontier markets through a lens of sustainability and responsible investing. Asha founded Global Delta Capital after working as an investment banke…

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The Defuse Podcast - Psychology 101 - Part 1 - Demystifying Psychological Labels: A Deep Dive into Narcissism, Psychopathy, and Personality Disorders with Dr. Caroline Logan 1:09:28

5M ago1:09:28

1:09:28

Send us a text In this episode, the first of a two part series, we learn about what exactly a psychologist is and the differences between a Clinical and a Forensic Psychologist. Dr. Caroline Logan, who is a Consultant Forensic Clinical Psychologist, talks to us about the meaning of psychological terms such as personality disorders such as narcissis…

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Introducing The UHNW Institute - Steve Prostano 27:03

5M ago27:03

27:03

Summary In this episode, Steve Prostano, the founder and chairman of the Ultra High Net Worth Institute, discusses the creation and mission of the Institute. He shares how the Institute was formed organically in 2018 and the gap it aims to fill in the family wealth space. The Institute focuses on educating and helping families navigate the wealth m…

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Global citizenship with Andrew Henderson, Nomad Capitalist 47:22

6M ago47:22

47:22

Send us a text Andrew Henderson is the Founder and CEO of Nomad Capitalist, the world's leading offshore consulting firm dedicated to helping clients make informed decisions on the best countries to invest, start a business and live in. Andrew has helped over 2,000 UHNW individuals go offshore and his YouTube channel has over 750,000 subscribers. N…

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The Defuse Podcast – Behavioural Threat Assessment – a political and commercial insight with Bill Zimmerman 1:11:20

6M ago1:11:20

1:11:20

Send us a text Bill Zimmerman has spent over 35 years analysing and managing threats. He started out in the fledgling Threat Assessment team of the US Capital Police shortly after its creation and, having spent over 20 years there, moved into the private sector on his retirement from law enforcement, where he continues to be a leader in the field o…

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Nearshoring to Mexico - Jorge Gonzalez Henrichsen, The Nearshore Company 41:06

6M ago41:06

41:06

Send us a text In this episode, Jorge Gonzalez Henrichsen joins us to share his unique path from investment banking and an MBA at NYU Stern to acquiring and then running company at the forefront of the nearshoring movement. He dives deep into both the geopolitical and macroeconomic ramifications of nearshoring and the nitty gritty of what it takes …

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The Defuse Podcast – Crisis Communication with Giles Kenningham MBE 57:58

7M ago57:58

57:58

Send us a text Giles Kenningham is an expert in crisis communication. A former journalist who honed his skills at the sharp end of politics as the strategic advisor to Prime Minister David Cameron shares his thoughts on the relevant issues. In this podcast, we look back at his time in politics, and the Covid pandemic. We then discuss how his consul…

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Transforming brands and lives across cultures - Emily Chang, CEO McCann WorldGroup China 37:00

8M ago37:00

37:00

Send us a text In this episode of the INSEAD Emerging Markets Podcast, we were joined by Emily Chang, a powerhouse in the world of international marketing and business strategy. Currently CEO of VML West (and CEO of McCann Worldgroup in China at the time of recording), Emily's storied career spans influential roles at global giants like Starbucks, …

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The Truth About Burnout with Prof. Gordon Parker 31:52

8M ago31:52

31:52

In the final episode of Project Pivot, we explore the intricate topic of burnout with Australian psychiatrist, Professor Gordon Parker. The discussion shines a light on the critical role of personality as a predisposing risk factor, and reveals the many layers of burnout, and its causes. Professor Parker introduces the analogy of soil and seed to a…

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The Defuse Podcast – Mind Management and Psychological Health with Tracey Jones 1:00:38

8M ago1:00:38

1:00:38

Send us a text Being wealthy, prominent, and successful doesn’t mean all your problems disappear. A study co-funded by the Gates Foundation published in the Wall Street Journal found that many of the ‘Ultra-rich’ turn out to be a generally dissatisfied lot whose money has contributed to deep anxieties involving love, work, and family. Being the sub…

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UHNW Clients, Being a Trustee and Going it Alone With Catherine Grum 40:15

8M ago40:15

40:15

In this episode, Catherine Grum shares the importance of building meaningful client relationships, the unique skill set required in her field, and the decision to embrace the autonomy and freedom of an independent career. Our conversation with Catherine delves into the nuances of her expertise, emphasising the blend of technical knowledge and relat…

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From Lawyer to Teacher with Myles Preston 50:52

8M ago50:52

50:52

In this episode of Project Pivot, we hear about the transformative journey of Myles Preston, a seasoned commercial lawyer turned educator and vice principal. Myles candidly shares his motivations for leaving the legal realm and the challenges encountered in transitioning to the rewarding world of teaching. Swapping the corridors of law firms to the…

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John-Paul Davies: From Lawyer to Psychotherapist 57:40

8M ago57:40

57:40

In the latest episode, John-Paul Davies shares the motivation that fuelled his transition from law to psychotherapy. Providing a glimpse into the challenges he faced as a legal professional, leading to his eventual exit from the profession. Hear about the emotional toll of imposter syndrome, and the symptoms that became the catalyst for his therape…

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Founding Legaltech Hub with Nikki Shaver 32:32

9M ago32:32

32:32

This enlightening conversation with Nikki Shaver unravels her remarkable journey from practising law to navigating the dynamic realm of legal tech. Nikki's story is a testament to the fusion of legal expertise and technological innovation, that highlights the evolving landscape of the legal profession. In this episode, Nikki opens the door to her d…

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The Defuse Podcast - Being Elite with former SAS soldier Guy Batchelor 1:03:35

9M ago1:03:35

1:03:35

Send us a text In this podcast, the first of 2024 we delve into what It really takes to be an elite performer with Guy Batchelor. Guy is the CEO and founder of Minerva Elite, an elite global risk management service. Minerva Elite is a highly professional and effective risk management and resilience consultancy formed to provide clients with a compe…

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Starting A New Law Firm with Chris Bridges 44:18

9M ago44:18

44:18

In this episode, Chris Bridges discusses his journey from working in a traditional law firm to starting his own. He talks about the challenges he faced in a large organisation and the desire for more variety and agility. He shares his experience as a tech lawyer, his leap into tech law, and the creation of a law journal – because who doesn’t love a…

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Trailer 1:19

9M ago1:19

1:19

Welcome to Project Pivot - the podcast about legal professionals who have said goodbye to the burnout of 'always on' legal hustle. Hosted by Steve Pearce, a career coach who has dedicated himself to guiding lawyers through significant career changes, Project Pivot unlocks the secrets to transform your legal career. Hear from individuals who have bo…

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The Defuse Podcast – Threat Assessment and Stalking – An Expert Perspective with Gabrielle Thompson 47:58

10M ago47:58

47:58

Send us a text This month's very special guest is Gabrielle Thompson, PI, CPP. I am delighted to have Gabby as our Christmas guest. Gabby has recently announced that after a glittering 25-year career at Gavin de Becker & Associates (GDBA), she has decided to move on and seek new opportunities. During her time with GDBA, Gabby acted as the firm's su…

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The Defuse Podcast – Social engineering, digital exploitation and cyber targeting with Benjamin Barrontine 1:00:35

11M ago1:00:35

1:00:35

Send us a text The Defuse Podcast with Benjamin Barrontine – Social engineering, digital exploitation and cyber targeting. In an increasingly digital age staying safe requires an understanding of how adversaries operate in order to build an operational system that works. In this podcast we hear from an expert who has used social engineering, digita…

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The Defuse Podcast - De-mystifying doing business in the Middle East with Corina Goetz 51:12

12M ago51:12

51:12

Send us a text This month’s podcast is all about doing business in the Gulf region. For many people, the Gulf region is an unexploited opportunity. It is a culture that is perceived to be at odds with the West. Corina is an expert in the region and shares with us her wisdom in unravelling the perceived complexities and making doing business more ap…

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