Shows / FOXcast
FOXcast
The issues that come up in a family office or family enterprise are unique to each family and are rarely discussed in a public forum. In this podcast, Family Office Exchange reveals some of these issues in discussions with family office subject matter experts, family members, and trusted advisors. The podcast gives the listener a taste of how having a FOX membership can transform the way families and their trusted advisors approach ideas like philanthropy, governance, investing, and more.
Episodes
FOXcastPreparing Inheritors for the Quantitative Demands of Their Future Role with Sophia Pacifico Griffini
Today, I am delighted to welcome Sophia Pacifico Griffini, CEO and Founder of Finance Talks. Inspired by her own experience growing up as a second-generation…
FOXcastEngineering a Successful Transfer of Family Capital and Wisdom With Ken Costa
Today, I have the pleasure of speaking with Ken Costa, a prominent investment banker, author, philanthropist, and trusted advisor whose career has spanned more…
FOXcastEmbracing the Power of Joy Within the Family with SC Perot
Today, I am delighted to speak with SC Perot, a storyteller, educator, and bestselling author. A proud Dallas native, SC is a graduate of Vanderbilt University…
FOXcastCultivating an Emotionally Intelligent Family System With Rich Hua
Today, I have the pleasure of speaking with Rich Hua, Founder, CEO, and Chief EQ Officer of EPIQ Leadership Group. Rich is one of the world's foremost experts…
FOXcastLeveraging Luxury Travel as a Family Engagement Tool With Teresa Chope & Connor Gribbon
Today, I have the pleasure of speaking with Teresa Chope and Connor Gribbon of Gallivant, a luxury travel and lifestyle advisory firm serving…
FOXcastEmbracing a 'Left of Loss' Risk Management Mindset With Robert Raymond
Today, I have the pleasure of speaking with Robert Raymond, First Vice President and Risk Strategist at HUB Private Client, a privately held personal insurance…
FOXcastAligning the Investment Function and Mandate with the Family's Needs With Karen Harding & Stacey Flier
Today, I have the pleasure of speaking with Karen Harding and Stacey Flier of NEPC, a full-service investment consulting firm serving governments…
FOXcastMatching Talent to the Unique Culture of Family Principals With Donald Cunningham
Today, I am delighted to speak with Donald Cunningham, Head of Family Office and Chief of Staff to a senior member of the Qatari royal family. Donald is a…
FOXcastHelping Families Manage and Overcome Addiction with Jeff Jones
Today, I have the pleasure of speaking with Jeff Jones, family recovery coach, author, speaker, and founder of The Family Recovery Solution. Unknowingly, Jeff…
FOXcastFacilitating Family Offices' Access and Exposure to Bitcoin With Cory Klippsten
Today, I am delighted to speak with Cory Klippsten, Founder and CEO of Swan, a financial services company that focuses exclusively on Bitcoin. Cory is an…
FOXcastDesigning for Independence and Dignity with Longevity Planning With Esther Greenhouse
Today, I have the pleasure of speaking with Esther Greenhouse, CEO of Silver To Gold Strategies, a financial gerontology consultancy working at the…
FOXcastFinding and Retaining the Right Personal Chef With Chris Demaillet
Today, I'm excited to speak with Chris Demaillet. Chris spent 18 years working as a private chef for some of the world's wealthiest families: on yachts, in…
FOXcastHarnessing the Passion and Business of Equine Ownership With Sherri Helmond
Today, I have the pleasure of speaking with Sherri Helmond, Accounting & Financial Outsourcing Director, Equine Industry Leader at Dean Dorton. With more than…
FOXcastAdopting Cross-Domain Risk Management for the Family Office With Edward Marshall
Today, I am pleased to welcome Edward Marshall, Founder and CEO of Presage Global, an intelligence-powered risk and business advisory firm serving C-suites and…
FOXcastProtecting Family Capital by Deploying Digital Reputation Management With Tony McChrystal
Today, I am delighted to speak with Tony McChrystal, Founder & Managing Director of Pavesen, a specialist digital reputation management firm working…
FOXcastDesigning Wellness-Centered Homes that Help the Family Flourish With Sarah Walker
Today, I'm excited to speak with Sarah Walker, Founder and Principal Designer of Nuance, a legacy estate interior design & wellness advisory firm that helps…
FOXcastCultivating Family Purpose and Engagement with Impact Vacations With Christopher Hill
Today, I am delighted to welcome Christopher Hill, founder of luxury philanthropic travel brands Hands Up Holidays and Impact Destinations. Christopher was…
FOXcastPreserving Family Wisdom With AI-Powered Legacy With Ty Allen
Today, I have the pleasure of speaking with Ty Allen, founder of LastingMind, an AI-powered platform that helps families preserve a loved one's voice, stories…
FOXcastCreating a Durable Family Enterprise with Stephan Roche
Today, I am excited to speak with Stephan Roche, a Partner at BanyanGlobal, a family enterprise advisory firm. Stephan joined the firm after more than a decade…
FOXcastBuilding a Resilient Family Enterprise Amidst a Growing Insurability Crisis With Pete Walther
Today, it is my pleasure to speak with Pete Walther, President and CEO of Marsh McLennan Agency Private Client Services, a Marsh business dedicated to serving…
FOXcastCreating a Positive and Engaging Spousal Integration Process with Sarah Thorpe Scott
Today, I have the pleasure of speaking with Sarah Thorpe Scott, an executive coach and advisor working at the intersection of leadership, capital, and family…
FOXcastAligning the Family Around a Shared Philanthropic Strategy with Deborah Goldstein
Today, it is my pleasure to speak with Deborah Goldstein, founder of Enlightened Philanthropy, and advisory firm dedicated to guiding philanthropists across…
FOXcastStrengthening Families' Trust in Private Investing Markets with John Claisse
Today, it is my pleasure to speak with John Claisse, CEO of Albourne Group, an independently owned, non-discretionary and global investment consultant…
FOXcastHelping Families Purposefully Navigate Their Multigenerational Journey with Valerie Galinskaya
Today, I'm excited to speak with Valerie Galinskaya, Managing Director and Head of the Merrill Center for Family Wealth®. She works with ultra-high net worth…
FOXcastResolving Family Conflicts Through Restorative Communication With Will Bledsoe
Today, I am delighted to speak with Will Bledsoe, founder of Restorative Way, a company that provides training and program implementation for schools…
FOXcastStudying the Connection Between Family Office Culture and Value Creation with Alexander Hayward
Today, I have the pleasure of speaking with Alex Hayward, Executive Fellow, Family Offices and Private Capital at London Business School. Alex is a seasoned…
FOXcastDealing with Active Conflict Within Families With Dan Spector
Today, I have the pleasure of speaking with Dan Spector, partner at Hanson Bridgett, an Am Law 200 California-based law firm and the first law firm recognized…
FOXcastTransitioning from an Embedded Single-Family Office With Max Youngquist
Today, I'm excited to speak with Max Youngquist, family office structuring and governance leader at RSM, a leading global assurance, tax, and consulting firm…
FOXcastAchieving Purpose Through Family Traditions With John A. Warnick
Today, it is my pleasure and honor to speak with John A. Warnick. John A. is a celebrated leader and founder in the family wealth professional space, and an…
FOXcastStrengthening Family Office Strategy and Culture with Mark Daniell
Today, it is my pleasure and honor to speak with Mark Daniell, Chairman of The Raffles Family Wealth Trust Pte Ltd, a Singapore-based strategic advisory…
FOXcastArchitecting a Resilient Family Office with Annette Hopper & Levi Hammett
Today, it is my pleasure to speak with Annette Hopper and Levi Hammett, co-founders of Full Scope Solutions, a strategic outsourcing firm serving family…
FOXcastSkippering the Family Enterprise with Purpose and Foresight with Ted Rich
Today, I'm especially honored to welcome Ted Rich, Chief Growth Officer for Rich Products, a family-owned food company with annual sales of over $6B and a…
FOXcastConducting Operational Due Diligence to Manage Family Office Risks with Maura Harris
Today, I have the pleasure of speaking with Maura Harris, Founder of Maura Harris & Company, an operational due diligence (ODD) consulting boutique. With over…
FOXcastUnleashing Growth and Prosperity Through Scalability With Brad Fisher
Today, it is my pleasure to speak with Brad Fisher, founder and Managing Partner of The Scalable Leadership Group, a firm that works with Growth Stage Company…
FOXcastDesigning the Right Private Aviation Program With Chris Bull
Today, I'm excited to speak with Chris Bull, Chief Executive Officer of Northern Jet, one of the nation's premier private aviation companies delivering…
FOXcastDiversifying the Family Portfolio Across Global Jurisdictions With Pascal Köppel
Today, I am pleased to speak with Pascal Köppel, Managing Director, Head of Investment Management and Chief Investment Officer at Vontobel Swiss Financial…
FOXcastVirtualizing the Family Office Investment Function With Jeffrey Croteau and Kate Dumas
Today, it is my pleasure to speak with Jeffrey Croteau and Kate Dumas of Tide Cycle, a specialized firm that serves as the outsourced chief investment officer…
FOXcastHelping Successful Parents Raise Happy and Fulfilled Children With Verónica Lajud
Today, I am delighted to welcome Verónica Lajud del Valle, Founder of Stellar Educational Consulting and Creator of the Stellar Insight Method. Verónica works…
FOXcastLiving a Fulfilled and Healthy Life Through Spirituality With Natasha Silver Bell
Today, it is my pleasure to speak with Natasha Silver Bell, Founder & CEO of SilverBell Global, a concierge provider of case management services, crisis…
FOXcastDesigning Engaging and Memorable Family Events with Alicia Fritz
Today, it is my pleasure to speak with Alicia Fritz, Founder and Principal Designer of A Day in May Events, an event production firm sought after for mastering…
FOXcastAppreciating Luxury Watches as an Alternative Asset Class with Paul Boutros
Today, I am pleased to welcome Paul Boutros, Deputy Chairman and Head of Watches, Americas for Phillip, the leading auction house dedicated to collector's…
FOXcastNurturing Talent to Engineer Successful Family Successions with Dr. Carl Robinson
Today, I am excited to speak with Dr. Carl Robinson, Founding Partner at Vantage Leadership Consulting. Carl is a licensed clinical psychologist who has spent…
FOXcastInstitutionalizing the Family Office to Achieve Intergenerational Sustainability With Marina Margarucci
Today, I have the pleasure of speaking with Marina Margarucci, Managing Director at CBIZ, a consulting, tax, and financial services firm. Marina is the…
FOXcastRealizing the Unique Social Impact of Private Markets with Ross Butler
Today, I am pleased to welcome Ross Butler, a podcaster, strategy consultant and author and the host of Fund Shack, a leading private capital channel. Ross…
FOXcastHelping Manage and Minimize Conflict within the Family with Jane Beddall
Today, I have the pleasure of speaking with Jane Beddall, founder and principal of Dovetail Resolutions. Jane is a seasoned mediator, facilitator, and…
FOXcastExploring Alternative Residency in New Zealand with Stuart Nash
Today, I am pleased to welcome The Honorable Stuart Nash, CEO and Founder of Nash Kelly Global, a bespoke consultancy that specializes in facilitating New…
FOXcastCracking the Code on Outsourcing Family Office Functions with Brian Weiner and Lisa Castro
Today, I have the pleasure of speaking with Brian Weiner and Lisa Castro of Family Office Growth Partners. Brian is the firm's Founder & CEO, and for nearly 25…
FOXcastInvesting in Soccer as a Family Legacy and Community Asset with Justin Papadakis
Today, I'm excited to speak with Justin Papadakis, Deputy Chief Executive Officer and Chief Real Estate Officer at the United Soccer League (USL). Justin…
FOXcastNavigating the Complex Relationship between Trust and Wealth with Emily Bouchard
Today, I have the pleasure of speaking with Emily Bouchard, founder of Bouchard Bespoke Consulting. Emily is an author and speaker with over 20 years of…
FOXcastDeveloping Family Office Talent Through Effective Coaching with Marcy Brajkovic and Stephanie Rosenberg
Today, I have the pleasure of speaking with Marcy Brajkovic and Stephanie Rosenberg. Marcy is the President and Owner of Chatfield Global LLC, a boutique…
FOXcastEmbracing Intersectionality to Deepen Relationships with Family Members with Dr. Paul Hokemeyer
Today, I am delighted to speak with Dr. Paul Hokemeyer, founding principal of Drayson Mews and author of Fragile Power: Why Having Everything is Never Enough…
FOXcastDiscovering Dubai as a Regional Center for Global Enterprise Families with H.E. Mohammad Ali Rashed Lootah
Today, it is my pleasure and honor to speak with His Excellency Mohammad Ali Rashed Lootah. His Excellency is the President and CEO of Dubai Chambers, one of…
FOXcastMastering Family Office Successions with Dan Veitkus
Today, I am delighted to welcome Dan Veitkus, CEO & Managing Partner of Corsica Partners, LLC, a global executive search and strategic talent management firm…
FOXcastSecuring In-Home Elder Care Solutions for Family Members with Teresa Leigh
Today, I am excited to speak with Teresa Leigh, owner and founder of Teresa Leigh Home + Family Office an award-winning, nationally recognized boutique firm…
FOXcastManaging Luxury Properties with Anticipatory Excellence with Joe Pellegrino
Today, I am delighted to speak with Joe Pellegrino, co-founder of The Pantheon Group, a bespoke residential management company. Joe partners with leading…
FOXcastServing the Family's Ever Complex Information Management Needs with Tomas Hurcik
Today, I am delighted to speak with Tomas Hurcik, Co-Founder and CEO of ORCA AG, a Swiss based SaaS company focused on building legal technology to support and…
FOXcastBuilding an Intentional Community for People with IDD with Debbie Bond Dear and Whitney Dear-Reyes
Today, it is my pleasure to speak with Debbie Bond Dear and Whitney Dear-Reyes. Debbie is the Founder & Executive Director of Vanguard Landing, a…
FOXcastUnderstanding and Engaging with the World of Luxury Estate Managers with Mohamed Elzomor
Today, I am delighted to speak with Mohamed Elzomor, Co-Founder of Nines, a household management platform trusted by hundreds of family offices around the…
FOXcastAttracting and Retaining Top Family Office Leadership Talent with Brian Adams
Today, it is my pleasure to speak with Brian Adams, Partner at Mack International, where he specializes in C-suite executive search and human capital…
FOXcastInteracting Effectively with Family Wealth Advisors in the Age of AI with Craig Armstrong
Today, I am pleased to welcome Craig Armstrong, Managing Partner of Veridian, a Miami-based tax, audit, accounting, and advisory firm. Craig has over 25 years…