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The Ten Domains of Family Wealth - Jim Grubman

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Contenido proporcionado por The UHNW Institute. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The UHNW Institute o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Summary

In this episode, Dr. Jim Grubman discusses the 10 domains of family wealth. The model was developed to provide a taxonomy and hierarchy of the needs of ultra high net worth families, independent of specific service providers. The 10 domains include financial and investment management, estate planning and legal matters, social impact and philanthropy, risk management, governance and decision making, leadership and transition planning, learning, development, and the rising generation, family dynamics, and health and wellbeing. The central domain is family advisory relationships, which encompasses the soft skills and quality of relationships between advisors and family members. The model is used by advisors and families to identify strengths and gaps in their wealth management approach.

Takeaways

  • The 10 domains model provides a taxonomy and hierarchy of the needs of ultra high net worth families, independent of specific service providers.
  • The 10 domains include financial and investment management, estate planning and legal matters, social impact and philanthropy, risk management, governance and decision making, leadership and transition planning, learning, development, and the rising generation, family dynamics, and health and wellbeing.
  • The central domain is family advisory relationships, which encompasses the soft skills and quality of relationships between advisors and family members.
  • The model is used by advisors and families to identify strengths and gaps in their wealth management approach.

Chapters

00:00 - Introduction

01:40 - Background and Origins of the 10 Domains Model

03:02 - Development of the Model

08:33 - Overview of the 10 Domains

20:55 - The Central Domain: Family Advisory Relationships

23:13 - Use of the Model by Advisors and Families

25:24 - Integration with Wealth 3.0

30:35 - Where to Learn More

  continue reading

9 episodios

Artwork
iconCompartir
 
Manage episode 422195892 series 3571737
Contenido proporcionado por The UHNW Institute. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The UHNW Institute o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Summary

In this episode, Dr. Jim Grubman discusses the 10 domains of family wealth. The model was developed to provide a taxonomy and hierarchy of the needs of ultra high net worth families, independent of specific service providers. The 10 domains include financial and investment management, estate planning and legal matters, social impact and philanthropy, risk management, governance and decision making, leadership and transition planning, learning, development, and the rising generation, family dynamics, and health and wellbeing. The central domain is family advisory relationships, which encompasses the soft skills and quality of relationships between advisors and family members. The model is used by advisors and families to identify strengths and gaps in their wealth management approach.

Takeaways

  • The 10 domains model provides a taxonomy and hierarchy of the needs of ultra high net worth families, independent of specific service providers.
  • The 10 domains include financial and investment management, estate planning and legal matters, social impact and philanthropy, risk management, governance and decision making, leadership and transition planning, learning, development, and the rising generation, family dynamics, and health and wellbeing.
  • The central domain is family advisory relationships, which encompasses the soft skills and quality of relationships between advisors and family members.
  • The model is used by advisors and families to identify strengths and gaps in their wealth management approach.

Chapters

00:00 - Introduction

01:40 - Background and Origins of the 10 Domains Model

03:02 - Development of the Model

08:33 - Overview of the 10 Domains

20:55 - The Central Domain: Family Advisory Relationships

23:13 - Use of the Model by Advisors and Families

25:24 - Integration with Wealth 3.0

30:35 - Where to Learn More

  continue reading

9 episodios

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