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.

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