Ten Domains - An Evolution....

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 modelFamily advisory relationships and their central roleThe importance of adaptation and continuous improvementHow firms are using the ten domains for client conversations and strategyThe distinction between content domains and delivery (FAR)The impact of the model on industry standards and practicesThe analogy of orchestration in wealth managementFuture skills and competencies for advisorsThe importance of lifelong learning and innovation

Video

To watch the video of this episode, click on this link.

To find out more about The Institute and our work, head to - https://www.uhnwinstitute.org/