In this focused follow-up to the SFO Circle Clinic in Chicago, host Kristen Oliveri brings together three leading voices in family office technology to explore how artificial intelligence is being thoughtfully introduced into the family office environment. The discussion cuts through hype and looks at practical, values-aligned adoption.

What You’ll Hear

• Where family offices can realistically begin when exploring AI

• How to frame AI as mindset, tool, and strategy

• The importance of defining the purpose before selecting solutions

• Practical operational use cases, from reporting to data analysis

• Emerging applications in investment research and monitoring

• Safeguards, governance, and risk considerations

• Building team literacy and internal confidence

• Preserving human judgement alongside automation

• What to look for when choosing technology partners

• How AI may influence the next generation of governance and decision-making

This episode offers clear, grounded insight for leaders who want to explore AI without compromising culture, privacy, or family values.

Host: Kristen Oliveri, Senior Family Office Advisor

Guests:

• Tania Nield, Founder and CEO, InfoGrate Wealth

• Bill Wyman, President, Family Office Services, Summitas

• Dan Gregerson, Co-Founder and CEO, Summitas

This episode of the Ultra High Net Worth Institute podcast explores the Philanthropic Advising Competency Model developed by Daylight Today. Hosts Russ Haworth, Tony Macklin, and Marguerite Griffin discuss the evolving role of philanthropic advisors, the need for a structured competency model, and the importance of cultural dexterity and behavioral intelligence in fostering trust and effective communication with clients. The conversation highlights the future of philanthropic advising, emphasizing the integration of purpose and finance, and the skills necessary for the next generation of advisors.

00:00 Introduction to Philanthropic Advising Competency Model

04:04 The Evolution of Philanthropic Advising

08:25 Understanding the Competency Model Structure

12:25 The Intentions Behind the Competency Model

15:16 Cultural Dexterity and Behavioral Intelligence

22:31 Hiring and Training with the Competency Model

25:29 Building Trust Through Competency

28:11 Future of Philanthropic Advising

34:16 Skills for the Next Generation of Advisors

37:25 Key Takeaways

Links

Philanthropic Advising Competency Model - https://www.daylightadvisors.com/research-philanthropic-advising-competency

Barriers to giving - https://www.ncfp.org/knowledge/overcoming-psychological-barriers-to-giving/.

In this episode of the Ultra High Net Worth Institute Podcast, host Russ Haworth is joined by Kevin Casey (PathStone) and Joe Calabrese (Key Wealth) to explore their new white paper on integrated wealth management. Together they unpack the profitability drivers, trade-offs and strategic considerations that leaders need to understand when deciding whether, and how, to move towards a more integrated model.

Drawing on their work across the industry and within the UHNW Institute, Kevin and Joe explain why integration is about far more than “adding services”, and why it often requires a fundamental shift in culture, operating model and economics. They also walk through a practical decision tree and an adapted DuPont model that help firms assess client demand, pricing power, advisor capacity and the real costs of delivering integrated advice.

Why integration, and why now

How rising client complexity, the commoditisation of investment management, and growing demand from advisers and families have brought integrated wealth management to the forefront.

Integration vs “just adding services”

Why true integration is about reshaping the firm’s operating model, talent base and culture, not simply bolting on tax, estate or philanthropic advice.

Client demand and avoiding ‘hobby businesses’

How to distinguish genuine, scalable demand from “sample of one” client requests, and when outsourcing or partnering may be wiser than building in-house capabilities.

Pricing power and the DuPont model

How to assess whether your firm has real pricing power today, and how integrated offerings affect the balance between

• Revenue per client
• Clients per adviser
• Adviser compensation
• Overall profitability

The economics of integration

The reality that integrated services often reduce adviser capacity and increase people costs, and why that only makes sense if the firm can clearly articulate and charge for the additional value.

Talent, culture and cost structure

Why multi-disciplinary teams and in-house specialists are inherently more expensive, and how culture, collaboration and client centricity become critical success factors.

Models across the integration spectrum

Three example business models, from specialist to fully integrated, and what their different profitability, growth and retention profiles can teach leaders who are considering a shift.

Guidance for leaders considering integration

Joe and Kevin’s closing advice:

• Proceed with caution and a thorough risk assessment (financial, operational, reputational and cultural).
• Be honest about who you are as a firm and where you sit today.
• Go into integration “eyes wide open”, with humility and clarity about the trade-offs involved.

Kevin Casey is Head of Corporate Development and Strategy at PathStone, a multi-family office and wealth management firm with roots as a single family office and an integrated, largely insourced service model. He works closely on M&A, strategy and growth, giving him a front-row view of how firms across the industry are approaching integration.

Joe Calabrese is Chief Operating Officer of Key Wealth, the wealth management division of KeyBank, overseeing service, product, technology and infrastructure across four distinct client segments, including a significant multi-family office business. Joe has led multiple multi-family offices and is a long-standing contributor to the UHNW Institute’s work on practice