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 Institute’s
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.
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 topics
Evolution of Table Stakes framework
Client-centric wealth management
Role of integrated advisors
Industry standards and professionalization
Importance of understanding client needs
Impact of AI and information access
Discovery process improvements
Collaboration between specialists and integrators
For more information about the Institute and our work, head over to - https://www.uhnwinstitute.org/ (https://www.uhnwinstitute.org/)
Video Link -
10 Sept 2026
Ten Domains - An Evolution....
Summary
In 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 topics
Evolution of the ten domains model
Family advisory relationships and their central role
The importance of adaptation and continuous improvement
How firms are using the ten domains for client conversations and strategy
The distinction between content domains and delivery (FAR)
The impact of the model on industry standards and practices
The analogy of orchestration in wealth management
Future skills and competencies for advisors
The importance of lifelong learning and innovation
Video
To watch the video of this episode, click on this link (https://vimeo.com/1224679583?fl=ip&fe=ec&share=copy).
To find out more about The Institute and our work, head to - https://www.uhnwinstitute.org/ (https://www.uhnwinstitute.org/)
24 Aug 2026
The Integrated Advisor: How to Develop Talent for Ultra High Net Worth Families
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 specialist
The skills that can be taught versus those that must be developed through experience
How Gresham Partners and We Family Offices structure talent development and mentorship
The impact of AI on organisational design in wealth management
Why retention and culture are now central to serving ultra high net worth families
Visit The Ultra High Net Worth Institute website here - https://www.uhnwinstitute.org/ (https://www.uhnwinstitute.org/)
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
4 ratings
Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 28 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
32
Social presence
0
YouTube
0
Engagement
60
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