{"podcast":{"title":"The UHNW Institute Podcast","slug":"the-uhnw-institute-podcast-6883548","podcast_index_feed_id":6883548,"rss_url":"https://feeds.captivate.fm/the-uhnw-institute-pod/","website_url":"https://www.uhnwinstitute.org/","image_url":"https://artwork.captivate.fm/bab8bd7e-6928-4462-9e91-4800b3db986d/5Eb2uym2uccENiBv8pRVCOct.jpg","author":"The UHNW Institute","episode_count":29,"summary":"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.","last_synced_at":"2026-07-06T12:18:26.524376+00:00","page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548"},"episode":{"title":"A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part One","slug":"a-blueprint-for-multi-generational-success-building-a-coalition-of-the-willing-part-one","published_at":"2026-03-13T06:00:00+00:00","page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548/a-blueprint-for-multi-generational-success-building-a-coalition-of-the-willing-part-one","show_page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548","url":"https://www.uhnwinstitute.org/","audio_url":"https://episodes.captivate.fm/episode/cae9bba4-c134-4e2d-bf88-b7526495c865.mp3","summary":"Summary In 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. Chapters 00:00 Introduction to the Ultra High Net Worth Institute Podcast 06:17 The Role of Governance in Family Enterprises 16:20 Reducing Friction Through Effective Governance 22:22 Co-Creation of Governance Structures 28:21 Addressing Fears in Structural Changes 34:49 The Coalition Mindset in Leadership 40:10 Practical Steps for Families in Transition Link to the Paper https://www.uhnwinstitute.org/new-white-paper-a-blueprint-for-multi-generational-success-building-a-coalition-of-the-willing-part-one/","meta_description":"Summary In this episode of the Ultra High Net Worth Institute podcast, host Russ Haworth, along with guests Amelia Renkert-Thomas and Daniel Trimarchi, di…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2885,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-uhnw-institute-podcast-6883548/episodes/a-blueprint-for-multi-generational-success-building-a-coalition-of-the-willing-part-one/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548/a-blueprint-for-multi-generational-success-building-a-coalition-of-the-willing-part-one.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}