Ten Domains - An Evolution....

Russ Haworth talks with Jim Grubman and Tom McCullough about how the Ten Domains model has evolved as a framework for integrated advice to ultra-high-net-worth families. The episode covers the family advisory relationship, the distinction between content domains and delivery (referred to as FAR), and how firms use the model in client conversations and strategy. It also discusses orchestration as an analogy for wealth management, future skills and competencies for advisors, and the case for continuous improvement and lifelong learning.

1. The episode traces the evolution of the Ten Domains model and its role in integrated family wealth advice
2. It separates content domains from delivery, referred to as FAR
3. Firms are described as using the model for client conversations and strategy
4. It discusses orchestration as an analogy for wealth management, along with future advisor skills and lifelong learning