Farm4Profit Podcast Learn from Ultra-High-Net-Worth Families to Protect Your Farm
In this episode of the Farm4Profit Podcast, we’re joined by Danielle Darcy of UBS Wealth Management, who specializes in working with ultra-high-net-worth clients—families and individuals managing $40+ million in assets.
What’s surprising? The strategies that keep wealthy families wealthy aren’t about having more money—they’re about structure, intentionality, and planning. And many of those same principles apply directly to farm operations of all sizes.
In this conversation, we cover:
How Danielle got into wealth management and what most people misunderstand about it
The habits and mindset that separate families who preserve wealth from those who lose it
Why the ultra-wealthy review financial and estate plans quarterly—and what farmers can learn from that
Tax strategies used by high-net-worth families (and how scaled-down versions apply to farms)
Entity structuring, gifting strategies, and using life insurance as a liquidity tool
Common mistakes families make when they wait too long to plan transitions
Why only 30% of family businesses survive into the second generation—and how communication plays a bigger role than money
Risk management basics every farm should have in place
The growing role of women in farm ownership, inheritance, and wealth decisions
How the ultra-wealthy use philanthropy to teach stewardship, purpose, and legacy
Danielle also shares practical takeaways any farmer can use today, regardless of operation size or net worth.
Want Farm4Profit Merch? Custom order your favorite items today!
https://farmfocused.com/farm-4profit/
Don’t forget to like the podcast on all platforms and leave a review where ever you listen!
Website: www.Farm4Profit.com
Shareable episode link: https://intro-to-farm4profit.simplecast.com
Email address: Farm4profitllc@gmail.com
Call/Text: 515.207.9640
Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5Xqw
Follow us on TikTok: https://www.tiktok.com/@farm4profitllc
Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
