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Leadership and Transition Planning - Amy Renkert Thomas
Manage episode 428333671 series 3571737
The UHNW Institute에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The UHNW Institute 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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
- Leaders in multi-generational family enterprises need to adapt their leadership style as the enterprise evolves and grows.
- Collaboration among advisors is crucial in providing comprehensive support to families going through generational changes.
- The Ultra High Net Worth Institute plays a vital role in providing guidance and resources to families and advisors in the leadership and transition planning domain.
- Leadership and transition planning is not a one-time event but a continual process that requires ongoing communication and collaboration.
- The Institute's work extends beyond business transitions and includes philanthropic enterprises and family offices.
Chapters
00:00 - Introduction and Overview
07:09 - The Importance of Collaboration Among Advisors
13:32 - Continual Process of Leadership and Transition Planning
4 에피소드
공유
