{"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":"Navigating Risk Management with Kate Norris","slug":"navigating-risk-management-with-kate-norris","published_at":"2025-08-04T06:00:00+00:00","page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548/navigating-risk-management-with-kate-norris","show_page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548","url":"https://www.uhnwinstitute.org/","audio_url":"https://episodes.captivate.fm/episode/3450e1e6-08bb-4b96-a284-31fb5484bf3f.mp3","summary":"Navigating Risk Management with Kate Norris Join us in this insightful episode of the Ultra High Net Worth Institute podcast as Russ Haworth sits down with Kate Norris, founder and CEO of Attenuate Risk. They delve into the top risk trends impacting wealth managers and their clients today. Kate shares her journey from financial services to launching her own firm, emphasizing the importance of understanding non-portfolio risks such as physical security, digital footprints, and family dynamics. Key Takeaways: The significance of non-portfolio risks and their impact on financial security. The importance of personalized risk management plans for families. How wealth managers can better understand and address the unique risks faced by ultra-high-net-worth families. The role of wealth advisors in protecting clients' financial legacies. Chapters: Introduction to Kate Norris and Attenuate Risk Kate's Journey in Financial Services Understanding Non-Portfolio Risks The Role of Wealth Advisors in Risk Management Top Risk Trends for Ultra-High-Net-Worth Families Personalized Risk Management Plans The Importance of Independent Advice Conclusion and Key Takeaways For more information about the Institute head to https://uhnwinstitute.org","meta_description":"Navigating Risk Management with Kate Norris Join us in this insightful episode of the Ultra High Net Worth Institute podcast as Russ Haworth sits down wit…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1827,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-uhnw-institute-podcast-6883548/episodes/navigating-risk-management-with-kate-norris/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/navigating-risk-management-with-kate-norris.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}