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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 family enterprise evolves and grows. She also highlights the importance of collaboration among advisors and the role of the Ultra High Net Worth Institute in providing guidance and support to families going through generational changes. The episode concludes with a discussion on the impact of the leadership and transition planning domain and the Institute's work on the field.
Keywords
leadership, transition planning, multi-generational family enterprises, collaboration, advisors, Ultra High Net Worth Institute
Takeaways
00:00 - Introduction and Overview
07:09 - The Importance of Collaboration Among Advisors
13:32 - Continual Process of Leadership and Transition Planning
9集单集
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 family enterprise evolves and grows. She also highlights the importance of collaboration among advisors and the role of the Ultra High Net Worth Institute in providing guidance and support to families going through generational changes. The episode concludes with a discussion on the impact of the leadership and transition planning domain and the Institute's work on the field.
Keywords
leadership, transition planning, multi-generational family enterprises, collaboration, advisors, Ultra High Net Worth Institute
Takeaways
00:00 - Introduction and Overview
07:09 - The Importance of Collaboration Among Advisors
13:32 - Continual Process of Leadership and Transition Planning
9集单集
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