Today, I am excited to speak with Mitchell Spearman, relationship builder and advisor to multigenerational families and family office leaders. Through his work, Mitchell helps his clients build deeper ties and meaningful connectivity through curated moments and transformational experiences.

Mitchell’s career started in higher learning, and as an educator, he embraced the concept of High Impact Practices that, as research has shown, can generate stronger engagement with students and deliver lasting educational impact. Mitchels explains what High Impact Practices are and how they are applied by teachers and learning institutions. He then talks about how these same High Impact Practices can be adapted to the world of wealth management, and particularly to the field of advising multigenerational UHNW families.

To bring this into practice, Mitchell offers a range of tips and suggestions for families interested in learning and applying the High Impact Practices approach in their day-to-day communication, engagement, and work with their family members or their family enterprise or family office staff. He also provides useful pointers to family advisors and service providers across different disciplines on how they can borrow from and apply High Impact Practices in their work and interactions with their UHNW family clients.

Enjoy this highly relevant conversation with one the most passionate, energetic, and positively engaging family advisors in our space.