The UHNW Institute Podcast

Summary
In June, Teresa Leigh, founder of Teresa Leigh Home + Family Office, led a private SFO Circle Clinic on the fast-changing landscape of eldercare and what she calls “the care economy.” The session prompted many family office executives to rethink how they support the families they serve, and the conversation was too important to leave in the room.
In this episode, Kristen welcomes Teresa back to continue that dialogue. Whether you attended the clinic or are coming to these ideas for the first time, this is a practical and deeply human look at one of the most significant, and often overlooked, responsibilities a family office can take on.
In this episode, we discuss:
What the care economy is, and why it reaches well beyond ageing parents to include special needs, chronic illness, neurodegenerative disease, and wider family support
The true financial cost of care today, and why families so often underestimate both its complexity and its expense
What has changed in the past five years to make this conversation more urgent
A real-world case study showing what happens when a family waits too long to plan
The common characteristics of families who navigate care transitions well
What surprised family office executives at the June clinic, and how it shifted their thinking
The point at which eldercare moves from a private family matter to a family office responsibility
The emotional cost of care, and how family office leaders can balance logistics with empathy
The biggest gaps family offices still need to close
One practical action every family office executive can take in the next 90 days
What a career spent alongside families in vulnerable moments has taught Teresa about the true meaning of wealth

Key takeaway
Caring for families goes well beyond managing wealth. As the care economy evolves, family offices have a real opportunity to help families prepare for life’s most important transitions with greater confidence and clarity, and the time to start that planning is before it is needed.
About our guest
Teresa Leigh is the founder of Teresa Leigh Home + Family Office, where she supports families through eldercare and the wider challenges of care across generations.
Learn more
To find out more about the SFO Circle, our private clinics, and upcoming educational programming, visit The UHNW Institute.

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/

Video Link -

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.

To find out more about The Institute and our work, head to - https://www.uhnwinstitute.org/

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/

Welcome to this episode of the SFO Circle Podcast with host, Kristen Oliveri.
For decades, family offices have focused on preserving and growing financial capital. But increasingly, families are asking a different question: How do we preserve and optimize human capital?
Conversations about health are evolving. What was once considered a personal matter is increasingly becoming a family office priority, from longevity and preventive care to caregiving, wellness and quality of life.
In this episode, Kristen is joined by Zachary Faas, Vice President, Client Advisory and Consulting and Doctor of Psychology at Intent Clinical, Lisa Iaquez, Corporate Director, Business Development and Longevity Advisory at Canyon Ranch and Dr. Brian Dooreck, Founder and President of Executive Health Navigation.
Together they explore the growing intersection of family offices, longevity and wellness. They discuss emerging trends, what families are asking for, the realities of aging and caregiving, and the concept of a Chief Wellness Officer—a role that may become as important to some families as their investment advisor or estate attorney.
As family offices continue to evolve, the definition of wealth is expanding beyond financial assets alone. Increasingly, families are recognizing that longevity, wellness, caregiving and overall quality of life deserve the same thoughtful planning as investments, governance and estate structures.
You can find out more about the work of The Institute here: https://www.uhnwinstitute.org/