PODCAST · business
Unwritten Rules
by Saranac Partners
Practitioner perspectives on family capital.Managing family capital brings both opportunity and complexity. Unwritten Rules goes beyond the well-trodden path to explore the sheer breadth of issues facing families and their advisers.Join us for a series of expert and open conversations from those who have lived it. From philanthropy to physical security, succession to stewardship - insight from every corner of the ecosystem.
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Security, Freedom and Peace of Mind with Kate Bright
Physical, digital, reputational, emotional - Kate Bright of UMBRA International on the full spectrum of a secure lifestyle, and why peace of mind is the goal.The word "security" carries baggage. For most people it conjures guards, gates and constraint - what Kate Bright calls the gilded cage. Her argument is that it should mean something quite different: the freedom to live well, travel freely and sleep soundly. Kate is founder and CEO of UMBRA International Group, and one of the few people to have built a career in this field from the client side rather than the military. In this episode she talks through what a genuinely secure lifestyle looks like in practice - and why the starting point is always peace of mind, not protocol.She covers the four dimensions she works across - physical, digital, reputational and emotional - and what each one demands. The conversation is ultimately about having a plan, building resilience and being clear on what matters most. Practical, candid and grounded in three decades of experience. Advice with its sleeves rolled up.Chapters:(00:00:00) Security, Freedom and Peace of Mind with Kate Bright(00:02:22) Redefining 'security'(00:03:23) From family office to founding UMBRA(00:06:14) EQ and the case for blendable teams(00:10:27) The four pillars of a secure lifestyle(00:19:42) Future-proofing secure lifestyles(00:20:58) Kate's practical rules for everyoneThis podcast does not constitute investment advice or an invitation to engage in any investment activity. Distribution outside the United Kingdom may be restricted by law. Saranac Partners Limited is authorised and regulated by the UK Financial Conduct Authority.
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ABOUT THIS SHOW
Practitioner perspectives on family capital.Managing family capital brings both opportunity and complexity. Unwritten Rules goes beyond the well-trodden path to explore the sheer breadth of issues facing families and their advisers.Join us for a series of expert and open conversations from those who have lived it. From philanthropy to physical security, succession to stewardship - insight from every corner of the ecosystem.
HOSTED BY
Saranac Partners
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Unwritten Rules currently has 1 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Unwritten Rules about?
Practitioner perspectives on family capital.Managing family capital brings both opportunity and complexity. Unwritten Rules goes beyond the well-trodden path to explore the sheer breadth of issues facing families and their advisers.Join us for a series of expert and open conversations from those...
How often does Unwritten Rules release new episodes?
Unwritten Rules has 1 episodes. Check the episode list to see recent publication dates and frequency.
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Who hosts Unwritten Rules?
Unwritten Rules is created and hosted by Saranac Partners.
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