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
FOXcastDeploying Unique Assets as Part of the Family's Philanthropic Strategy with Debbie Wilkerson
Today, it is my pleasure to speak with Debbie Wilkerson, President & CEO of Greater Horizons, one of the nation's largest and most experienced providers of…
FOXcastInstilling the Family Values in the Family Office Design and Culture with Eric Hohauser
Today, it is my pleasure to speak with Eric Hohauser, President of Harvey Hohauser & Associates, a firm specializing in the assessment, identification…
FOXcastHelping Young Rising Gens Navigate the College Prep Process with Christopher Rim
Today, I am pleased to welcome Christopher Rim, founder and CEO of Command Education, a top college admissions consultancy based in New York City. Command…
FOXcastWeathering Periods of Historic Geopolitical and Economic Disruption with Patricia Angus
Today, I have the pleasure of speaking with Patricia Angus, Founder and CEO of Angus Advisory Group, an independent consulting practice serving enterprise…
FOXcastIntegrating the Story of the Wealth into the Family Purpose With Samantha Reynolds
Today, it is my pleasure to speak with Samantha Reynolds, Founder & CEO of ECHO Storytelling Agency. Since 1999, Sam and her firm have been trusted by hundreds…
FOXcastProtecting Older Family Members from Financial Fraud and Exploitation with Elizabeth Clubb
Today, I have the pleasure of speaking with Elizabeth Clubb, Founder and CEO of myFloc, an innovative fintech company addressing the unique financial needs of…
FOXcastWriting an Autobiography to Capture a Family's Origins, Stories and Values with Roy Moëd
Today, it is my pleasure to speak with Roy Moëd, Co-Founder of LifeBook Memoirs, a company dedicated to helping parents and grandparents preserve their life…
FOXcastLeaning on Trust and Communication for Successful Family Transitions with Amy Castoro
Today, I have the pleasure of speaking with Amy Castoro, President and CEO of The Williams Group, where she leads a team dedicated to ensuring the smooth…
FOXcastApplying the Four Room Model to Manage Change in the Enterprise Family with Jeff Strese
Today, it is my pleasure to welcome back to FOXcast Jeff Strese, a valued member of the FOX team. Jeff is a human capital expert and executive coach focused on…
FOXcastInvesting in Gold to Preserve and Protect the Family Wealth with Drew Mason and Christianna Mason
Today, I'm excited to speak with Drew Mason and Christianna Mason. Drew is Managing Partner at St. Joseph Partners, a precious‑metals brokerage and wealth…
FOXcastInspiring Female Wealth Owners to Find and Fulfill Their Purpose with Amy Hart Clyne
Today, it is my absolute pleasure to speak with Amy Hart Clyne, Chief Knowledge & Learning Officer at Pitcairn. Amy is responsible for Pitcairn's Family…
FOXcastUnderstanding the Benefits and Complexities of Generation-Skipping Trusts with Amy Wirtz
Today, I'm excited to speak with Amy Wirtz, Senior Consultant with The Family Business Consulting Group. Amy works closely with families to identify their…
FOXcastOrchestrating Healthy Family Transitions with Bob Weinhold
Today, I am pleased to welcome Bob Weinhold, Partner at Velocity Advisory Group, an advisory firm helping clients accelerate organizational success through…
FOXcastProtecting Against Unforeseen Risks by Utilizing 831(b) Plans with Van Carlson
Today, I'm excited to speak with Van Carlson, Founder & CEO of SRA 831(b) Admin, a specialized risk management solutions company. Van has over 25 years of…
FOXcastCarrying Forward Values and Legacy by Preserving Family Artifacts with Brad Mindich
Today, I'm excited to speak with Brad Mindich, CEO and Founder of Inveniem, the leading archiving & fan engagement company that works directly with artists…
FOXcastUnderstanding and Utilizing Closely Held Family Office Groups with Mark Tepsich
This week, it is my pleasure to speak with Mark Tepsich, Executive Director and Family Office Design and Governance Specialist in the Family Office Solutions…
FOXcastCreating a Values-Aligned Family Office with Sharon Schneider
Today, I have the pleasure of speaking with Sharon Schneider, founder of Integrated Capital Strategies. She works with families and foundations to align all of…
FOXcastLeveraging External Partners to Design the Optimal Family Office with Drew McMorrow
Today, it is my pleasure to speak with Drew McMorrow, President & CEO of Ballentine Partners, an independent wealth management firm providing comprehensive…
FOXcastExtracting Value and Joy from Art Investing with Anne Rappa & Alex Glauber
Today, it is my pleasure to speak with Anne Rappa & Alex Glauber. Anne is the fine art practice leader for Marsh McLennan. She provides risk management advice…
FOXcastManaging the Complexities of Private Family Estates Jennifer Laurence
Today, I'm excited to speak with Jennifer Laurence, Founder and President of Luxury Lifestyle Logistics, a luxury home management and hospitality consulting…
FOXcastAdvancing the Holistic Measurement of Impact Strategies with Volker Then
Today, I have the pleasure of speaking with Volker Then, an independent Senior Impact Analyst who is launching a start-up company on Comprehensive Impact…
FOXcastNurturing Family Culture Through Spirituality with Chris Koenemann
Today, I am delighted to welcome Chris Koenemann, a family advisor and coach specializing in spiritual coaching and accompaniment. Chris served as Prior and…
FOXcastDesigning Cutting-Edge Compensation Plans for Top Family Office Talent with Bruce Benesh
Today, it is my pleasure to speak with Bruce Benesh, Managing Principal at Benesh Consulting Group. Bruce has more than 40 years of experience in executive…
FOXcastFostering Family Unity and Collaboration Through Philanthropy with Betsy Erickson & Joseph Brooks
Today, it is my pleasure to speak with Betsy Erickson & Joseph Brooks, Co-Heads of Family and Individual Services at Arabella Advisors, a leading philanthropy…
FOXcastExploring Primary and Secondary Residences in the Swiss Alps with Cassandra Levene
Today, I have the pleasure of speaking with Cassandra Levene, Managing Director of Alpine Homes and Co-Founder of Swiss Homes. Cassandra is a multilingual real…
FOXcastPreserving Family Values Through the Power of Stories with Kasia Flanagan
Today, it is my pleasure to speak with Kasia Flanagan, founder of Everyday Legacies, a boutique personal history firm. Kasia and her team help high-net-worth…
FOXcastUncovering Underutilized Resources and Capital within the Family with Kevin Quinn
Today, I have the pleasure of speaking with Kevin Quinn, founder and president of Legacy Counsellors, an estate and business planning law firm serving…
FOXcastUtilizing PPLI Policies to Optimize Financial Outcomes for UHNW Families with Michael Liebeskind
Today, I'm excited to speak with Michael Liebeskind, founder and principal at Golconda Partners, an independent firm that serves as a guide and service…
FOXcastDiscovering a Better Way to Motivate the Next Generation with David Yeager
Today, I have the pleasure of speaking with David Yeager, professor of psychology at the University of Texas at Austin and cofounder of the Texas Behavioral…
FOXcastCreating Optionality with Global Residence and Citizenship Programs with Basil Mohr-Elzeki
Today, I am pleased to welcome Basil Mohr-Elzeki, Managing Partner & Head of the Americas for Henley & Partners, the global leader in residence and citizenship…
FOXcastEmpowering Rising-Gen Owners with Cutting-Edge Technology with Alexandre Lin
Today, I am delighted to speak with Alexandre Lin, co-founder and CEO of SumIt Software, a simple, yet sophisticated solution for complex family office…
FOXcastArchitecting Trust Documents to Reinforce the Family Vision and Well-Being with Kim Kamin
Today, it is my pleasure to speak with Kim Kamin, partner and Chief Wealth Strategist at Gresham Partners LLC, an independent multi-family office serving about…
FOXcastPropelling Family Impact with Builder Capitalism with Dave Furneaux
Today, I am delighted to welcome Dave Furneaux, Founder & CEO of BlueIO, an innovative, mission-driven builder capitalist investment company. Dave is a…
FOXcastAdvancing of the Role of the Fiduciary in Service of the Family with Sophia Ruffolo
Today, I am delighted to welcome Sophia Ruffolo, General Counsel and Head of Compliance for the Zell Family Office, a division of Chai Trust Company, LLC. With…
FOXcastEmpowering Women as Wealth Owners and Family Office Professionals with Janet Arzt
Today, I have the pleasure of speaking with Janet Arzt, Founder and Managing Partner of Parere Advisory, an independent consulting firm guiding clients across…
FOXcastOvercoming Founder Paralysis in Enterprise Family Transitions with Dennis Passis
Today, I am delighted to welcome Dennis Passis, Founder of the Family Wealth Library. He spent nearly 40 years working in his family's business, founded by his…
FOXcastLeveraging SMAs to Execute Data-Driven Alternatives Strategies with Christopher Volpe
Today, I'm excited to speak with Chris Volpe, Managing Director of Zephyr Financial Solutions, an award-winning asset and wealth management software platform…
FOXcastProtecting Families as They Divide Estates and Personal Property with David MacMahan
Today, I am pleased to welcome David MacMahan, founder and president of FairSplit.com. Over the past twelve years, David has worked with families dividing…
FOXcastHarnessing Polarities and Both/And Thinking to Help the Family Thrive with Betsy Miller
Today, I am pleased to welcome Betsy Miller, Lecturer on Law at Harvard Law School. Betsy teaches leadership development, change management and negotiation…
FOXcastUtilizing Operational Liftouts to Build an Agile Family Office with John Castrucci & Ben Berger
Today, I'm excited to speak with John Castrucci, National Director of Family Office Advisory Services at the Global Family Office Enterprise Division of RSM…
FOXcastNavigating Intergenerational Discourse on Marriage and Relationships with Cassindy Chao & Shannon Lundgren
Today, I am pleased to welcome back to FOXCast Cassindy Chao and Shannon Lundgren, co-founders of Boutique Matchmaking, a high-end personal advisory practice…
FOXcastBalancing Privacy and Purpose in the Family's Public Relations Strategy with Kristen Oliveri
Today, I am pleased to welcome Kristen Oliveri, editor of Crain Currency, a family office publication for families managing wealth and legacies. Kristen has…
FOXcastCoaching Enterprise Families to Achieve Long-Term Success with René Sonneveld
Today, I am excited to speak with René Sonneveld, a Leadership and Family Business Coach and Honorary Consul General of the Kingdom of the Netherlands in…
FOXcastServing Multigenerational Enterprise Families in Türkiye with Özge Doğan
Today, I have the pleasure of speaking with Özge Doğan, Founder of Karman Beyond, Türkiye's first independent multi-family office. Karman Beyond is a boutique…
FOXcastInvesting in the Flourishing of the Entire Enterprise Family Ecosystem with Scott Peppet
Today, I am delighted to welcome Scott Peppet, President of Chai Trust Company, the private company that administers trusts established for the benefit of…
FOXcastGenerating Positive Impact Through the ACT Deposit Program with Brian Argrett
Today, I'm excited to speak with Brian Argrett, Chair of the Board Directors and President and CEO of Broadway Financial Corporation and its banking subsidiary…
FOXcastCatalyzing Family Member Engagement with Impact Strategies with Jason Ingle
Today, I am delighted and honored to welcome Jason Ingle, founder and Managing Partner of Third Nature Investments, an integrated impact capital platform…
FOXcastProtecting the Security of All Forms of Family Capital with Dale Buckner
This week, I am pleased to welcome Dale Buckner, CEO and President of Global Guardian, a leading provider of best-in-class security, medical and travel-related…
FOXcastHelping Enterprise Families in Transition Flourish with Stacy Allred & Holly Isdale
This week, I have the pleasure of speaking with Stacy Allred & Holly Isdale. Stacy is a Managing Director and Head of Family Engagement and Governance at J.P…
FOXcastMitigating Intergenerational Risks Through Holistic Family Healthcare with John Samuels
Today, I have the pleasure of speaking with John Samuels, Founder and CEO of Better Health Advisors. For over 20 years, John served as a senior healthcare…
FOXcastDeploying DAFs Strategically to Realize the Family's Philanthropic Vision with Kim Ledger
It is my pleasure today to speak with Kim Ledger, Senior Vice President of Complex Assets for Ren, Inc., North America's largest independent philanthropic…
FOXcastCultivating Financial EQ to Navigate the Psychology of Family Wealth with Diana Chambers
Today, I have the pleasure of speaking with Diana Chambers, founder of the Chambers Group, and a highly respected Family Wealth Mentor and Philanthropic…
FOXcastCatering to the Lifestyle and Wellness Needs of UHNW Families with Tim Daum
Today, I'm excited to speak with Tim Daum, co-founder of Veltracon Lifestyle, a Swiss lifestyle management company offering tailor-made solutions for UHNW…
FOXcastSelecting and Implementing Family Office Technology Solutions with Kent Lawson
Today, I am delighted to speak with Kent Lawson, FOX's own CTO and the leader of the FOX Technology Partners Program. Kent brings 25 years of experience as a…
FOXcastHelping Multigenerational Families Get Unstuck with Richard Wolkowitz
Today, I have the pleasure of speaking with Richard Wolkowitz, Founder of Xylogenesis Family Office Advisory. Rich serves as a family advisor with 25+ years of…
FOXcastAccessing Top-Quality Deal Flow in the Private Investing Marketplace with Lou Sokolovskiy
Today, I have the pleasure of speaking with Lou Sokolovskiy, CEO and Founder of Opus Connect, a leading networking and deal-making community for private equity…