show episodes
 
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 ...
  continue reading
 
Loading …
show series
 
Join Joy, Sophie, Mariam, Jeremie, and Nicole on the RAFT Team as they discuss the RAFT core values—1) Fail, Learn, Grow; 2) Support; and 3) Transparency—and how those values impact their mission and teamwork. Episode Time Codes 00:00 – Intro 00:40 – RAFT’s 3 core values 01:05 – Value #1 – Fail, Learn, Grow 01:35 – Joy’s take 03:00 – Sophie’s take …
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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,…
  continue reading
 
How do you take care of your mind, body, and spirit when you don’t have the time, money, or resources? Join the RAFT team as they share their own budget-friendly self-care tips. Episode Time Codes 00:00 Intro 00:25 Welcome 01:05 RAFT Team Intros 02:40 What would you do on a self-care day but you had no money to spend? 07:40 Match your time availabl…
  continue reading
 
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 …
  continue reading
 
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…
  continue reading
 
Join Maegan, Nicole, Sophie, and Joy as they come together to reflect upon Women’s History Month and answer questions about what womanhood means to them, inspiring women, strengths, and advice they received and wish to share with others. Episode Time Codes 00:00 Intro 00:25 Welcome 00:55 RAFT Team Intros 02:55 What does womanhood mean to you? 03:05…
  continue reading
 
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…
  continue reading
 
In Epi 9, world class jazz musician John Clayton and podcast host E.B. Moss reminisce about a friendship launched with a prank, before seriously discussing the Grammy-winning arranger/composer/bassist's techniques, and experiences across a life in the music industry. From his serendipitous introduction to the bass, mentorship under Ray Brown, journ…
  continue reading
 
In this episode, the RAFT Team comes together to reflect upon their personal highlights of 2023 and discuss all things gratitude. From embracing gratitude through challenges and reminding yourself to practice gratitude, you will learn a few ways to incorporate gratitude in your daily life. Episode Time Codes 0:00 Intro 0:35 RAFT Team Intros 01:20 R…
  continue reading
 
You’ve seen changes you want to make in your organization, you’re collaborating with co-workers, but now you might be wondering, “What are the leaders thinking about and looking for with change initiatives?” Join Jeremie and Amber as they continue discussing how to make organizational changes by focusing the conversation around the leadership’s poi…
  continue reading
 
Join Jeremie in a conversation with Charlie Gilkey about principles from his book, Team Habits: How Small Actions Lead to Extraordinary Results, including small actions that bring lasting change and creating a team that can solve problems without you. Episode Time Codes 00:00 Intro 00:40 Jeremie highlights talking points and welcomes Charlie 01:40 …
  continue reading
 
Have you ever seen something you want to change in your organization, but not sure how to get others involved or talk to your boss about it? Join Jeremie in a conversation with Amber Beam about making changes in your organization by collaborating with co-workers and successfully bringing ideas to leadership. Episode Time Codes 00:00 Intro 01:40 Amb…
  continue reading
 
Join Nicole and Joy from RAFT in a conversation with Dee, Jackie, and Tatiana of The SOAR Collective, an organization working “to mobilize advocates to demand accountability and revolutionize the way anti-violence organizations operate.” Episode Time Codes 00:00 Intro 00:50 RAFT & SOAR Collective Introductions 01:50 Who SOAR Collective is, their mi…
  continue reading
 
In this episode Raft’s founder, Indrani Goradia, introduces us to a friend she met by chance when their flights were delayed. Monique shares her past experience navigating life as a leader & advocate in the domestic violence field while in an actively abusive relationship. Episode Time Codes 00:00 Intro 00:28 How Indrani met Monique & how they conn…
  continue reading
 
Season two kicks off with Jarl Mohn, my former boss at E! Entertainment Television and retired CEO of NPR. Jarl Mohn describes the evolution of his fascinating career in the media industry — that stemmed from his experience in a group home as a child and a love of radio as his escape. Our focal points were social justice issues in LA County, the im…
  continue reading
 
This month’s podcast features Grace Harvey, who recently stepped away from advocacy work and was surprised to see her advocacy skills transferred to work in a completely different field. If you think you need a change but are hesitant to look for something new, Grace has an encouraging message to share with you. Episode Time Codes 00:00 Intro 01:13…
  continue reading
 
In this episode, the RAFT team is joined by our Founder, Indrani Goradia, to discuss our “Why?” Inspired by Simon Sinek’s theory of starting with your “Why?” to help connect your work to your purpose in a meaningful way. Episode Time Codes 00:00 Intro 00:24 Nicole introduction – Explains inspiration for Podcast 02:40 Maegan introduction – Shares st…
  continue reading
 
Today we welcome Joy Ingram to our team as a new workshop facilitator and learn a little about her background. Join RAFT as we discuss some reasons for high turnover rates within SV/DV advocacy organizations and a few ideas to combat this issue. Episode Time Codes 00:00 Intro 01:10 Nicole introduces new RAFT team member, Joy 2:45 Joy shares her bac…
  continue reading
 
Today on the RAFT podcast, Jeremie and Johnanna Ganz continue their discussion about occupational identity and how it connects to leadership and the development of organizational culture. Episode Time Codes 0:00 Intro 0:45 Johanna reviews what it means to have a strong occupational identity. 2:51 What is “Organizational Culture Development”? How do…
  continue reading
 
Today on the RAFT podcast, Nicole and Mariam share their reflections on NCADV’s National Conference on Domestic Violence. This year’s NCADV National Conference Keynote Speaker was Tommi Vincent. Episode Time Codes 0:00 Intro 1:40 Nicole and Mariam talk about meeting each other in person for the first time and how it felt to connect with so many adv…
  continue reading
 
Jeremie and Johnanna conclude their discussion on occupational identity, a state of identifying closely with one’s job. Join RAFT as we learn about how to manage this identity in mission-driven fields, such as SV/DV advocacy. Episode Time Codes 0:00 Intro 0:26 Johanna shares signs that work relationships might be switching from healthy and function…
  continue reading
 
Jeremie and Johnanna continue their discussion on occupational identity, a state of identifying closely with one’s job. Join RAFT as we learn about how to manage this identity in mission-driven fields, such as SV/DV advocacy. Episode Time Codes 00:00 Intro 01:20 Johnanna introduces herself, experience, and research 02:20 Recognizing our Comfort, Le…
  continue reading
 
Today we discuss occupational identity, a state of identifying closely with one’s job. Join RAFT as we learn about how to manage this identity in mission-driven fields, such as SV/DV advocacy. Episode Time Codes 00:00 Intro 01:00 Johnanna shares her background and work. 04:30 Definition of occupational identity 06:30 Definition of strong occupation…
  continue reading
 
In honor of Women’s History Month, the women of RAFT share their career and life experiences–advice, strengths, and lessons learned. Episode Time Codes 00:00 Intro 00:40 Anneka introduces the topic in celebration of Women’s History Month 01:00 Q1: One lesson or piece of advice we’ve learned from another woman? 01:10 Nicole: Take care of the people …
  continue reading
 
Do you struggle with procrastination? Join the RAFT team as we dive deeper into S.M.A.C.K., a procrastination prevention tool designed by clinical psychologist and Procrastination Coach, Dr. Christine Li. Episode Time Codes 00:00 Intro 00:27 Esteniolla introduces the topic and the guest, Dr. Christine Li. 01:19 Dr.Christine Li reintroduces herself …
  continue reading
 
Do you struggle with procrastination? Are you unsure about the difference between procrastination and rest? Join the RAFT team as we answer these questions and more with clinical psychologist and Procrastination Coach, Dr. Christine Li. Episode Time Codes 00:00 Intro 00:30 Jeremie & Indrani introduce the topic and the guest, Dr. Christine Li 02:30 …
  continue reading
 
In this episode, Jeremie and Indrani discuss their own challenges with reflection and share some of their personal reflection practices. Episode Time Codes 00:00 Intro 00:20 Jeremie introduces the topic and the team. 01:19 Jeremie asks, “Why do you find it difficult to reflect on things that have happened?” 01:36 Indrani shares how her attitude tow…
  continue reading
 
In episode two of the annual RAFT holiday podcast, the RAFT team continues their discussion on tips and tools for thriving, not surviving, the holidays. Episode Time Codes 00:00 Intro 00:18 Jeremie introduces the topic and the team. 03:52 Jeremie’s Tip #1: Create a holiday budget and stick to it. 06:20 Jeremie’s Tip #2: Start saving for the holiday…
  continue reading
 
In episode one of the annual RAFT holiday podcast, the RAFT team discusses tips and tools for thriving, not surviving, the holidays. Episode Time Codes 00:00 Intro 00:19 Jeremie introduces the topic and the team welcomes readers. 02:40 Anneka’s Tip #1: It is okay to say “no” to social invitations. 03:55 Anneka’s Tip #2: Give to yourself in addition…
  continue reading
 
In this episode, Jamie (@bad_mmama), a professional MMA fighter, shares her journey from survivor to advocate. Learn how she leverages her training in physical and non-contact defense to empower other survivors. Listeners, please note that there is discussion of domestic violence in the podcast and specific discussion about rape at 35:55. Episode T…
  continue reading
 
In this episode, join the entire RAFT team as they discuss how to ask for help and the various things one must consider as they hone this practice. Tips range from the timing of how to ask for help to determining the right people to ask for help. Episode Time Codes 00:00 Intro 00:29 Listeners are welcomed and the RAFT team is introduced 00:55 Intro…
  continue reading
 
In this episode, join the entire RAFT team as they discuss how to ask for help and the various things one must consider as they hone this practice. Tips range from how to be specific in your ask to the right mindset needed when asking for help. Episode Time Codes 00:00 Intro 00:30 Listeners are welcomed and the RAFT team is introduced. 01:19 Introd…
  continue reading
 
In this episode, Heather Slutzky from Anchor & Flame shares how she anchors caregivers in their resilience without compromising the flame that ignites their passion for the work. Episode Time Codes 00:00 Intro 00:28 Jeremie welcomes listeners and Introduces Heather Slutzsky, Principal Celebrant of Anchor & Flame 01:45 Heather introduces herself and…
  continue reading
 
I met my new friend, Ruth McDaniels, at a virtual event. She had begun a campaign for a city council seat in Harlem and it an introduction to she and her local artist friend, Flash. It was just a year ago, only days after George Floyd was killed, and Ruth was asked to share with the group of all white women, her thoughts on this devastation.To say …
  continue reading
 
In this episode, Sherry Hamby, Director of the Life Paths Research Center and Founder of ResilienceCon, discusses universal and cumulative trauma and resilience. EPISODE TIME CODES 00:00 Intro 00:30 Jeremie Welcomes listeners and introduces Dr. Sherry Hamby. 00:50 Dr. Hamby introduces herself. 02:27 Q+A: You talk about trauma as a universal experie…
  continue reading
 
In this episode, learn how social journaling can be used to make powerful, meaningful connections with the self, the we, and the us. EPISODE TIME CODES 00:00 Intro 00:39 Jeremie Welcomes listeners and introduces Alex and Nikolay from Oh-lay, a workplace culture design company. 01:37 Nikolay and Alex introduce themselves and their mission. 03:01 Too…
  continue reading
 
In this episode, Indrani and Jeremie discuss self-love and acceptance through the lens of time management. EPISODE TIME CODES 00:00 Intro 00:30 Jeremie Welcomes Listeners and Introduces Indrani 00:57 Indrani: Why This Topic is So Important 02:52 Jeremie: Not Taking What Comes First 04:33 Indrani: Time is Not a Piece of Elastic 06:04 Discussion 08:5…
  continue reading
 
Loading …

Hızlı referans rehberi