Wealth 3.0 - with The Ultra High Net Worth Institute
09/11/23 • 63 min
1 Listener
Regular listeners of the show will be familiar with all of my guests on this weeks show.
I am joined by Jim Grubman, Denis Jaffe and Kristin Keffeler as they discuss their new book - Wealth 3.0 - The Future of Family Wealth Advising.
In this episode we cover some of the key areas of focus within the book and what it means for families of wealth and in particular those that advise them.
This episode is a special collaborative episode with The Ultra High Net Worth Institute in preparation for the launch of their very own podcast later this year.
I will keep you all updated on that as and when we approach release date.
If you are unfamiliar with the the work that the Institute does I highly recommend that you check out their website: https://www.uhnwinstitute.org/
All four of the speakers on the show are involved in the Institute and we are all very strong advocates for the thought leadership that comes from the Institute, the events that they run and the opportunity for individuals or firms across the globe to contribute to the future of wealth advising for UHNW families.
Support the Show
The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.
Work With Russ
If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: [email protected] or head over to www.familybusinesspartnership.com
Sign up to the Newsletter
You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now
Regular listeners of the show will be familiar with all of my guests on this weeks show.
I am joined by Jim Grubman, Denis Jaffe and Kristin Keffeler as they discuss their new book - Wealth 3.0 - The Future of Family Wealth Advising.
In this episode we cover some of the key areas of focus within the book and what it means for families of wealth and in particular those that advise them.
This episode is a special collaborative episode with The Ultra High Net Worth Institute in preparation for the launch of their very own podcast later this year.
I will keep you all updated on that as and when we approach release date.
If you are unfamiliar with the the work that the Institute does I highly recommend that you check out their website: https://www.uhnwinstitute.org/
All four of the speakers on the show are involved in the Institute and we are all very strong advocates for the thought leadership that comes from the Institute, the events that they run and the opportunity for individuals or firms across the globe to contribute to the future of wealth advising for UHNW families.
Support the Show
The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.
Work With Russ
If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: [email protected] or head over to www.familybusinesspartnership.com
Sign up to the Newsletter
You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now
Previous Episode
Right Mindfulness and Concentration - The Mindful Family Business
THE FOUR NOBLE TRUTHS
The First Noble Truth: be aware that life brings with it many forms of dissatisfaction, frustration, irritation, and many levels of suffering.
The Second Noble Truth: recognise that these different types of suffering are produced by your mind, even if the apparent cause is external. The mind reacts negatively to life experiences that we didn’t want, and does the same when we don’t get things we were hoping for. The Buddha called these wants and dislikes “thirsts”. It is thirsts that cause unhappy states of mind.
The Third Noble Truth: we can learn to cultivate skills that stop our thirsts and thus end our various forms of suffering.
The Fourth Noble Truth: to cultivate these skills we have to follow a path that contains eight components, as follows.
Right Mindfulness: mindfulness is a three-pronged skill with regards to our state or frame of mind. Notice. Pause. Change. Although taught around the world today mindfulness is often misunderstood by its teachers and therefore also by its students, so it is important to learn mindfulness the way it was originally taught, that is, within the wider context we are summarising here. One could say that Right Mindfulness is the development of the ability to notice unhealthy thoughts and feelings, then shift the mind away from these to much wiser ones.
Right Concentration or Focus: if mindfulness is taking the mind away from unhelpful states, then Right Concentration or Focus is its partner. We try to develop the ability to keep our mind on positive or useful states of mind or where we want our mind to be, rather than constantly being distracted, say by emails, passing moods, daydreams, etc.
To find out more about our unique programme and how it can help you and your family business, please follow this link and download our brochure.
Alternatively, you can email us [email protected]
Copyright 2025 Russ Haworth and Martin Stepek
Next Episode
Allow me to reintroduce myself....
The podcast is back!
In this short trailer I give you an overview of upcoming episodes.
There are six new episodes in this series.
1 - Family Business UK
2 - Selling the Family Business Pt.1
3 - Selling the Family Business Pt.2
4 - Are you ready to employ Non Family Execs?
5 - The importance of Storytelling
6 - Wealth of Wisdom
I'd love to hear from you as to the topics that are impacting you and that you would like me to cover in future series.
As ever if I can be of assistance, please get in touch
Support the Show
The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing.
Work With Russ
If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: [email protected] or head over to www.familybusinesspartnership.com
Sign up to the Newsletter
You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now
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