Listen "Single Family Office Initiative"
Episode Synopsis
SummaryThe conversation introduces the new Single Family Office (SFO) membership program by the Ultra High Net Worth Institute, highlighting its purpose, unique offerings, and the insights gathered from advisory board discussions. The speakers discuss the need for relevant content, the complexity of the SFO leader role, and the importance of networking and collaboration among family office executives. They outline the membership structure, benefits, and upcoming events designed to engage members and foster a community of learning and support.Chapters00:00 Introduction to the SFO Podcast02:50 The Need for SFO Membership05:43 Unique Offerings of the Institute08:50 Insights from the Advisory Board11:36 Evolution of the SFO Initiative14:40 Target Audience for Membership17:43 Membership Structure and Benefits20:46 Engaging Events and Clinics23:40 Future Plans and Launch Announcement
More episodes of the podcast The UHNW Institute Podcast
50 Ways to Leave your Legacy
16/10/2025
Power Maps
19/09/2025
Navigating Risk Management with Kate Norris
04/08/2025
Exploring Wealth Migration
15/07/2025
Risk Management - Linda Bourn
08/01/2025
An Interview with Dr Amirala Pasha
05/12/2024
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.