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Family Wealth Integration
Episode 111th April 2022 • The Family Business Podcast • Russ Haworth
00:00:00 01:11:28

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On this episode of the show I speak with Dr Jim Grubman and Tom McCullough about the topic of Family Wealth Integration. We discuss what the term means for you as a family but also for you if you are a practitioner working with families of wealth.

We explore the four levels of integration that currently exist within the market;

- No Integration 

- Basic Integrated Financial Management  

- Integrated Wealth Management 

- Family Wealth Integration

We then explore the challenges of developing a practice across the levels of integration and the skills needed to do so.


The article that I reference in the show can be found here: https://www.familywealthreport.com/article.php?id=193160#.YkxWDZPMJTY


You can find out more about The Ultra High Net Worth Institute here - www.uhnwinstitute.org and to contact them the best email address is info@uhnwinstitute.org


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The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.

www.fambizpodcast.com/support

Work With Russ

If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com


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