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The UHNW Institute Podcast

The UHNW Institute

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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, learnin ...
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Summary Kim Kamin, the domain chair of estate planning and legal issues, discusses the breadth and complexity of the estate planning and legal domain. She highlights that estate planning goes beyond creating wills and trusts and encompasses wealth transfer planning, administration, closely held businesses, philanthropy, and more. Kim emphasizes the…
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Summary In this episode, Russ Haworth interviews Betsy Erickson, the chair of the philanthropy and social impact domain at the Ultra High Net Worth Institute. They discuss the role of the domain chair, the complexity of philanthropy, and the importance of integration across domains. Betsy also talks about the barriers that families face in philanth…
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In this episode, host Russ Haworth is joined by Dennis Jaffe, the Domain Chair for Governance and Decision Making at the Ultra High Net Worth Institute. Dennis shares his extensive experience and insights into the complexities of governance and decision-making within family enterprises. They discuss the importance of governance, its various facets,…
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Summary In this episode, Russ Haworth interviews Amy Renkert-Thomas, the chair of the leadership and transition planning domain at the Ultra High Net Worth Institute. They discuss the importance of leadership and transition planning in multi-generational family enterprises. Amy emphasizes the need for leaders to adapt their leadership style as the …
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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 phi…
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Summary In this episode, Steve Prostano, the founder and chairman of the Ultra High Net Worth Institute, discusses the creation and mission of the Institute. He shares how the Institute was formed organically in 2018 and the gap it aims to fill in the family wealth space. The Institute focuses on educating and helping families navigate the wealth m…
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After a long hiatus, Frank and Greg are back at it to talk about the last two games of the year and look back at what has become a disappointing season. The lads discussed: Why the offense has been so bad What are the reasons for hope in the future? Does Notre Dame need to make a change at OC Should Notre Dame take a portal QB? The Cheating Cheater…
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Greg and Frank talk about Notre Dame's loss to Louisville and why the struggles of the offense have them both fighting to find reason for optimism for this weekend's USC game. What the heck happened on offense against Louisville? Why both are shocked that Notre Dame is favored against USC How Notre Dame can pull off the win this weekend even if bot…
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Frank and Greg talked at length about the Notre Dame offense following the Irish's thrilling win against Duke. Was the lack of scoring a result of Notre Dame's depleted WR corps or a cause for concern? They also talk about the possibility of Louisville being the real trap game. How can the staff get Tobias Merriweather going? Where are the designed…
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Greg and Frank talked out the aftermath of Notre Dame's devastating loss to Ohio State this past weekend. Did it make either of them feel better? No, but it was therapeutic in an everything is horrible right now kind of way. The lads discussed: The lasting effect of the 10 men on the field fiasco How critical of a week this is for Marcus Freeman An…
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Greg and Frank were able to pod together again this week to talk about Notre Dame's game against Central Michigan and to look ahead to this weekend's showdown with Ohio State. The lads discussed: Why the CMU performance wasn't really indicative of anything but was annoying Concerns from the first four games heading into the Ohio State game How much…
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This week scheduling conflicts derailed the lads again, but Greg was able to record a solo pod and cover all of the questions you all submitted this week. Greg talked about the win over NC State and looked ahead to this weekend and next. Evaluating how good the Irish defense is after NC State Sack numbers are low, but pressure rates are high - shou…
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Frank and Greg are back in action this week breaking down the Tennessee State victory, looking ahead to NC State, and looking at things big picture after two easy wins. Should we be concerned about wide receiver separation and a lack of sacks? What even is targeting? Food talk and some attempted cheesesteak slander Thoughts on Steve Angeli's first …
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Single High is back this week with just a single host, as Frank went solo this week. Don't be worried about Tobias Merriweather Early Sam Hartman reactions NBC's bad coverage and Jason Garrett's lack of game awareness Not caring about the "FCS streak" ending Questions about hot chicken Production in limited snaps for Notre Dame WR Not overreacting …
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Notre Dame and Navy are set to square off as the first game of the 2023 college football season on Saturday. Frank and Greg return to talk about fall camp wrap-up and more. In-depth on Notre Dame linebackers Sam Hartman's recent public NIL deals What to expect from the wide receivers this year The Notre Dame pass rush and potential concerns Similar…
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Fall camp is underway for Notre Dame football in 2023 and the UHND podcast returned to talk about some early camp impressions along with a reaction to the new green jerseys Notre Dame unveiled on Monday. As luck would have it, we finished recording BEFORE reports of Notre Dame staying with Under Armour surfaced, so ignore our daydreaming about Nike…
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After a two-month hiatus, Single High is back with some vibe checks on Notre Dame and why this off-season is basically a 180 from last off-season when the vibes were immaculate. What to expect with the Notre Dame offense Lots of talk about expectations for Sam Hartman Positions Notre Dame is better/worse Players Notre Dame needs to take a big leap …
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The pod returned after a brief hiatus with Notre Dame spring football in full swing. Frank and Greg talked about a few positions where starting positions and playing time are to be decided. Playing time and starting positions up for grabs at receiver Whither Rocco Spindler at guard? Rotations at defensive end What to watch at safety Who could be th…
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Notre Dame officially announced Gerad Parker as the next OC for Notre Dame this week after a very public bungling of their search that - right or wrong - has created a perception problem for Marcus Freeman and the program. Greg and Frank dive into that and a lot more. Why Gerad Parker deserved a better first unofficial first week as Notre Dame OCs …
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Notre Dame is in search of an offensive coordinator after Tommy Rees decided to leave the program for the same job at Alabama. We take a look at the move itself, what it means for Notre Dame, and look back at Rees time at Notre Dame. Why we think the move was just a bit weird, given what Notre Dame has lined up on offense Touch on the weirdness of …
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Greg and Frank hoped on the podcast machine this week to talk about the biggest news of the Notre Dame off-season - the addition of Wake Forest quarterback Sam Hartman. How does the ceiling of the 2023 team change with Hartman? Just how good can the offense be in 2023 with Hartman running the show? Who benefits the most from the addition of Hartman…
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The big news on Tuesday was Pete Thamel's report that Wake Forest QB Sam Hartman was in the transfer portal with an eye on Notre Dame as his landing spot. We discussed what that would mean for Notre Dame in 2023 if it were to happen since nothing is official, and things can change in an instant in college football these days. We also discussed: Bre…
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Signing Day did not go exactly as planned for Notre Dame. Neither did the day after NSD with Peyton Bowen spurring the Irish on Wednesday and then ultimately signing with Oklahoma on Thursday. Even with the loss of its lone 5-star recruit, however, Notre Dame landed an impact class Notre Dame fans should be excited about. Frank and Greg talk about …
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Notre Dame's late-season surge came to a halt on Saturday night in LA, with the Irish unable to slow down Heisman front-runner Caleb Williams and USC. The Irish had their chances in the game, but critical mistakes doomed their chances. In the aftermath, we reflected on the realities of the Irish roster and where it stands today. The lack of product…
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Notre Dame beat down Boston College this weekend, and all was right in the world. The Irish are back to beating the Eagles on the regular and the games are rarely close anymore. Frank and Greg talked about how fun that was and how much fun Greg had taking the game in in the pressbox. The play of Benjamin Morrison Quarterback play - again (note: thi…
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Notre Dame jumped out to a 35-13 half-time lead only to nearly squander it to a weak Navy team before holding on to a 35-32 victory in Baltimore. It was a tale of two halves for the Irish that was a microcosm of the season. Frank and Greg talk through: What happened to the Irish offense in the second half Why Notre Dame missed JD Bertrand more than…
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Notre Dame did a thing this weekend - they kicked the crap out of a top-5 team for the first time in years. Greg and Frank had some fun on this one since it had been 27 years since the Irish beat a top-5 team the way they did on Saturday night. The lads discussed: Benjamin Morrison's other worldly performance Notre Dame's power rushing attack The j…
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Notre Dame went on the road this past weekend and beat a ranked team (and the ACC officials) by 17 points just two weeks after a downright dreadful performance against Stanford. It wasn't perfect, and at times it was far from pretty, but a 17-point road win over a ranked team is always something to be happy about. Frank and Greg broke down: The con…
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Notre Dame beat UNLV by 23 points last weekend, but the Irish offense had a chance to put up 70 points and ended up leaving a lot of points on the field. Frank and Greg talk about some of the frustrating aspects of the game and look ahead to Syracuse. They discussed. The lack of play action despite Drew Pyne excelling at it Missed opportunities for…
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Notre Dame's inexplicable loss on Saturday to Stanford had Frank in an existential crisis over the weekend, but thankfully Philadelphia sports's recent run of dominance along with Greg's more rational breakdown of what ales the Irish have gotten him through it. The lads talk about what went wrong, not just on Saturday, but so far this season as the…
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David Shaw hit us with the "many people are saying" nonsense regarding his team getting stuffed at the goalline in 2012 as his program continues to sink back deep into the depths of the abyss of college football. Notre Dame on the other hand has beaten Stanford three straight times and looks for their 4th in a row over the Cardinal and of the 2022 …
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After Notre Dame's disastrous 0-2 start, the Irish have reeled off three straight wins after Saturday night's 28-20 win over #16 BYU. Even with the win though, Notre Dame still has a lot of work to do in October before its November gauntlet. How much higher is Drew Pyne's ceiling Breakdowns in the secondary are making Greg mad Jayden Thomas's break…
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Notre Dame is back in action this weekend after an early season bye week, facing off against #16 BYU in Vegas. Frank and Greg are both feeling eerily confident heading into the matchup. Why Notre Dame should win the game BYU's defensive deficiencies Tobias Merriweather's potential path to playing time Some concern over how Marcus Freeman will handl…
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Notre Dame finally had the kind of offense performance we've been waiting for, but it came against one of the worst defenses in the entire country, statistically speaking. We break down what's sustainable and can carry over into Notre Dame's next game in two weeks and reevaluate what the floor and ceiling of this team might be. Drew Pyne's big game…
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Greg and Frank were back in action to break down Notre Dame's first win of the season - and first of the Marcus Freeman era. While winning is always better than losing, there is still quite a bit of work ahead of the lads for the rest of the season - especially on offense. Frank and Greg talk about that and more: Tommy-Gate: Big neal or necessary m…
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Frank recorded solo this week to preview Notre Dame's matchup with Cal, and the first career start for Irish junior quarterback Drew Pyne. The Irish are off to a much worse start to the season than anyone could have imagined, but Frank finds some reason to believe things can start to turn around this weekend. Expectations for Drew Pyne's first care…
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Frank and Greg discussed the aftermath of the Marshall game and where Notre Dame goes from here under first-year head coach Marcus Freeman. The lads discuss: Officially launching the Drew Pyne fan club Why what Notre Dame is doing offensively right now just doesn't make much sense Getting Chris Tyree more touches Dispelling any cupboard being bare …
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Greg and Frank preview Notre Dame's home opener against Marshall this weekend while Greg comes around to Notre Dame scoring a lot of points after predicting the Irish would only score 31 on our last pod. The lads talk about the offense a lot with most of the questions this week pertaining to an offense that scored 10 points last weekend. They discu…
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Greg and Frank break down the week one loss to Ohio State now that Frank is back state-side and working on normal hours. We talk about the opportunities lost for the Irish, but why we're still cautiously optimistic about the rest of the season following the close loss on the road at the Horseshoe. We discuss: Why the offensive line was the biggest …
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Frank had to pod solo this week to preview the season opener against Ohio State, but that didn't stop him from holding back on the media's crowning of Ohio State this season as some unbeatable team coming off a 2-loss campaign in 2021. Frank broke down the matchup by covering topics such as: Tyler Buchner's first career start & Marcus Freeman's fir…
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We spent the last week of Notre Dame's off-season before our first game week of the season to dive into a slew of Notre Dame football prop bets, over/unders, and predictions provided to us by our friends over at OneFootDown. We tackled questions such as: Which freshman scores first this year for Notre Dame? Who leads the Irish in rushing yards & TD…
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Frank and Greg return to action this week to talk about why the Notre Dame offense is versatile enough to sustain the loss of Avery Davis, even though the injury is devastating for Davis as an individual. In addition, they dove into over an hour's worth of Q&A from listeners, which revealed a mind-boggling take on wings by Greg which had Frank reco…
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Notre Dame decided to head into fall camp for 2022 on another hot streak on the recruiting trail. The Irish picked up a huge commitment on Thursday night and are expecting two more before the weekend is over. Frank podded solo this week but held down the fort. Why landing a recruiting in Bayou Brian's backyard was so sweet What adding Ben Minish an…
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With Greg unavailable this week, Frank is joined by Ryan Ritter (@ndtex) from Her Loyal Sons. Ryan dusted off his Notre Dame podcasting mic after retiring from the HLS pod after last season to talk about the Shamrock Series jerseys and rant about the Big 10 along with a whole lot more. Talking about the quarterback depth chart after Tyler Buchner P…
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Fall camp is just two weeks away for Notre Dame football, meaning we're inching closer and closer to the start of the 2022 Notre Dame football season. This week we talked the position groups we'll be watching heading into fall camp as the Irish begin prep for Ohio State and the rest of the 2022 schedule. Why field corner and slot corner are two of …
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We officially celebrated Independence Day a little here at UHND with a pod devoted to calling out the national media for the BS takes on Notre Dame's independence and spent a good amount of time talking about beer, brats, and BBQs. Dismissing more clickbait from The Athletic The best & worst Notre Dame Shamrock Series jerseys Always Green or Never …
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Notre Dame football's independence status feels like it's in a perilous state at the moment with conference realignment potentially sending the Irish on a collision course with either the B1G or ACC in the near future. We talked at length about the pros and cons of each and how we think this all plays out. We also dove into the commit-a-palooza tha…
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The signs were not looking good for Notre Dame with Dante Moore for the last few weeks following the commitment of CJ Carr to Notre Dame. Now it looks like Dante Moore is trending heavily to Oregon leaving Notre Dame to reassess its 2023 QB recruiting. We dove into that and a whole lot more this week. Why no Notre Dame fan should really be surprise…
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We thought we'd just talk some recruiting this week on the pod, but Ohio State fans got all upset over Dennis Dodd and CBS misquoting Marcus Freeman so we had to address their overreactions, but still managed to talk lots of recruiting and lots and lots of snacktalk. Why the whole Freeman/OSU academic nonsense was just that - nonsense Looking back …
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Notre Dame landed its first 5-star commitment in almost a decade on Thursday and he just so happens to be a Michigan legacy who did not have much interest in playing football in the state of Michigan. We broke down the commitment of CJ Carr and what it means for Notre Dame football. Why the early commitment of Carr is massive for Notre Dame What is…
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