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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...
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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.
mostra menos
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.
Episodios & Posts
Episodios
Posts
Transcrito
24 AGO. 2026 · How do families turn good intentions into meaningful change? Dame Hayaatun Sillem discusses the growing professionalisation of philanthropy, why evidence and structure matter, and the human connection that remains at the heart of effective giving.
Philanthropy can be one of the most rewarding uses of family capital. Yet many families approach it informally, supporting causes they care about without a clear framework for creating lasting impact.
In this episode, Dame Hayaatun Sillem, founder and CEO of Argentic Associates and former Chief Executive of the Royal Academy of Engineering, joins Catherine Burr of Saranac Partners to explore how families can move from ad hoc giving to a more thoughtful and intentional approach. Drawing on nearly three decades spent working with charities, governments, businesses and major donors, Hayaatun shares lessons from a career dedicated to helping capital achieve meaningful social outcomes.
Together they discuss purpose, legacy and the growing professionalisation of philanthropy. The conversation explores how families identify the causes that matter most, how a portfolio approach can help engage multiple generations, and why donors should not be afraid to seek advice and specialist expertise.
Hayaatun also reflects on her experience working alongside major philanthropists, including Lewis Hamilton's Mission 44 foundation, and explains why effective philanthropy requires both evidence and empathy. Data and measurement matter, but so do the human stories that inspire giving in the first place.
Practical, thoughtful and grounded in experience, this is a conversation about how to give well, give wisely and create lasting change.
Chapters:
[3:06] Why philanthropy matters
[4:52] Helping families find purpose
[8:37] Three practical rules for donors
[12:20] Measuring what matters
[15:13] The professionalisation of philanthropy
[17:51] Why giving is best approached as a portfolio This 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.
Transcrito
22 JUN. 2026 · For things to stay the same, they must change - Alexandra Buxton of Fortnum & Mason on legacy, growth and the art of stewardship.
For many brands, heritage belongs in an archive. For Fortnum & Mason, it is a springboard - a way of looking to the past to make wiser decisions for the next century. Maintaining the magic at 181 Piccadilly requires a careful balance: guarding an essential sense of tradition whilst finding the courage to innovate continuously.
Alexandra Buxton is Chief Culture and Talent Officer at Fortnum & Mason - the person tasked with stewarding the culture of a family-owned business with extraordinary values and a brand that stands for joy. In this episode, she examines how a legacy business maintains its soul whilst embracing modern innovation, and the art of nurturing a community that spans generations of staff and customers alike.
She covers the three pillars that hold the brand true - mobility, mastery and community - and what it means in practice to be a good ancestor. The conversation is ultimately about how a family-owned business protects its integrity at scale: ensuring that whether you are buying a jar of jam or a hamper that has ascended Everest, the quality and the story remain authentic.
Chapters:
[2:34] What culture actually is
[4:14] 'We Make Joy'
[6:05] The Scotch Egg Story
[8:24] Steeping people in the brand
[10:23] Building one team
[12:58] Innovating behind the scenes
[15:04] What sits behind a royal warrant
[18:43] Being a good ancestor This 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.
Transcrito
19 MAY. 2026 · 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 everyone This 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.
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...
mostra más
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.
mostra menos
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.
Información
| Autor | Saranac Partners |
| Organización | Saranac Partners |
| Categorías | Economía y empresa , Cultura y sociedad , Educación |
| Página web | www.saranacpartners.com |
| questions@saranacpartners.com |
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