{"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":"Building an Integrated Family Office","slug":"building-an-integrated-family-office","published_at":"2026-02-27T08:00:00+00:00","page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548/building-an-integrated-family-office","show_page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548","url":"https://www.uhnwinstitute.org/","audio_url":"https://episodes.captivate.fm/episode/19cd5d46-0e7f-4f92-90d2-a58992743825.mp3","summary":"Episode Overview In this episode, Joe Reilly speaks with Tom McCullough, Founder and Chairman of Northwood Family Office and Managing Director of Thought Leadership and Strategy at the Ultra High Net Worth Institute. Tom reflects on his journey from traditional investment management into building one of Canada’s early multi-family offices, driven by a simple belief: wealth management must start with the client, not the product. Key Topics The Founding of Northwood Frustrated by the lack of integrated advice available to his own family, Tom left a 20-year corporate career to build a firm focused on coordination, objectivity and holistic oversight. What began in borrowed office space has grown into a 40-person organisation serving over 100 ultra-high-net-worth families. The Myth of Investment-Centred Advice Tom challenges the assumption that investments are the centrepiece of wealth management. Instead, he advocates for goals-based investing rooted in deep discovery, family priorities and long-term purpose. Wealth of Wisdom Tom discusses the creation of his two books with Keith Whitaker: Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors Both books explore the fundamental questions families face and highlight the importance of curiosity, humility and thoughtful inquiry. Leadership and the Future of the Profession Now stepping into a leadership role at the Ultra High Net Worth Institute, succeeding Jim Grubman, Tom shares his focus on making integrated wealth management practical, implementable and sustainable for the next generation of advisors. Core Themes Integration over silos Purpose before portfolio Education for families and advisors Succession planning within advisory firms Elevating…","meta_description":"Episode Overview In this episode, Joe Reilly speaks with Tom McCullough, Founder and Chairman of Northwood Family Office and Managing Director of Thought…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3624,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-uhnw-institute-podcast-6883548/episodes/building-an-integrated-family-office/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/building-an-integrated-family-office.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}