FOXcast
by Family Office Exchange
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
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Engineering 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 than four decades. Born in South Africa, Ken was active in the anti-apartheid movement as a student leader before embarking on a...
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Embracing 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 and Stanford Law School. After practicing law, she made a bold mid-pandemic pivot to pursue her lifelong passion for teaching and helping...
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Cultivating 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 on building emotionally intelligent cultures of innovation at scale. He developed the EPIC Leadership framework, centered on Empathy,...
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Leveraging 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 ultra-high-net-worth families. Teresa is the Founder and CEO of Gallivant. After a successful career as an executive in the biotech and pharmaceutical...
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Embracing 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 brokerage firm serving ultra-high-net-worth clients. Bob is an award-winning expert in multigenerational risk management, working with...
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Aligning 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, institutions, families, and individuals. Karen is a Partner and Team Leader of NEPC's Private Wealth Team and serves on the firm's Governance Board…
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Matching 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 family office executive, advisory board member, and trusted confidant with more than 20 years of professional experience spanning…
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Helping 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 grew up in an addicted family system and never forgot the experience. This inspired him to earn a master's degree in couples and family...
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Facilitating 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 investor or advisor in more than 50 technology startups and was named to the Top 500 Most Influential list by LA Business Journal in 2024 and...
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Designing 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 intersection of economics and aging. Esther is an environmental gerontologist and longevity strategist. Her work at Silver To Gold Strategies equips...
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Finding 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 residences, and across the globe. He founded Montclair Chef to help clients find world-class Chefs such as himself and the culinary masters...
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Harnessing 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 30 years of executive management experience, Sherri brings a unique blend of operational leadership, financial expertise, and industry...
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Adopting 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 boards, family offices, and investors. Eddy is a family office insider and a leading family office researcher, advisor, and author. He is...
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Protecting 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 exclusively with high-profile individuals, family offices, and private clients. With over 15 years in online reputation management, executive…
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Designing 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 families and family offices create homes that feel deeply personal, wellness-centered, and effortless to live in. Over 20 years, she has...
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Cultivating 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 working in finance in London when in 2002, he took a trip to South Africa which changed his life. He founded Hands Up Holidays in 2006 and in...
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Preserving 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, memories, and wisdom through interactive conversation. A rising-gen member of an enterprise family himself, Ty initially built…
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Creating 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 as a family office and investment executive. Most recently, he was CEO of Walton Enterprises, the family office for the Walton family. He...
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Building 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 the unique needs of family offices. Pete also leads the strategy for Marsh Global Family Office Solutions, which extends beyond…
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Creating 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 enterprise systems. She supports executives, investors, and multigenerational families navigating the moments that matter, including...
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Aligning 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 their giving journeys. Drawing from more than 25 years of experience in the nonprofit field, Deborah helps clients align their values with...
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Strengthening 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, providing advice on hedge funds, private equity, private credit, real assets, real estate, and dynamic beta. Founded in 1994, Albourne has over…
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Helping 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 families to help empower them to be purposeful about the impact of their wealth on themselves, their families, and their communities. Her...
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Resolving 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, individuals, organizations and businesses to recognize trauma, resolve conflict and engage with challenging behavior. In addition to his private...
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Studying 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 expert in Family Offices, with extensive experience building, reviewing, and optimizing Family Offices across the UK, Europe, the US, Dubai,...
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Dealing 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 as a certified B Corp. Dan is a trial lawyer, mediator, and arbitrator whose practice focuses on trust, probate and complex civil cases...
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Transitioning 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. Max focuses on offering holistic services and solutions for family offices, covering complex tax compliance, structuring, and planning, as...
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Achieving 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 inspiration to many of us in our niche field. He has practiced as a tax attorney for over 45 years and has published articles in law…
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Strengthening 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 boutique working with a select set of UHNW families and their businesses around the world, addressing issues related to strategy, strategic...
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Architecting 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 offices. Annette brings more than 25 years of experience in the investment advisory industry. From 2004 through January 2025, she held key...
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Skippering 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 market-leader in a number of food categories, including cakes, icings, pizza, appetizers, and specialty toppings. In this position, Ted leads...
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Conducting 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 25 years of experience in alternative asset management, Maura has worked for premier asset managers, fund of funds, RIAs, and family...
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Unleashing 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 leaders to streamline their operations and accelerate their progress. Brad works with business leaders who want to unlock the long-term...
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Designing 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 personalized travel solutions for entrepreneurs, executives, and families across the United States. With more than two decades of experience in...
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Diversifying 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 Advisers. Pascal and his teams are responsible for the discretionary portfolio management, selection of suitable investment vehicles and...
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Virtualizing 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 for large, ultra-high-net-worth families and individuals, providing customized investment solutions. Jeff is Founder and CIO of Tide…
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Helping 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 with UHNW families worldwide and helps them create homes and educational environments where their children don't just succeed but they...
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Living 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 management and intervention for individuals and families with behavioral, mental health, and addiction difficulties. Bringing over a decade of...
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Designing 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 the art of entertaining. With a mission to preserve the unique history and life experiences of her clients and their families, Alicia and...
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Appreciating 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 watches. Based in New York City, he helped establish and build the watch department since its launch in 2014. In October 2017, he led…
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Nurturing 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 the better part of the last 35 years assisting executives and families in preparing for and navigating career-defining moments. His...
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Institutionalizing 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 national leader of the Private Client Services practice at CBIZ, and she played an instrumental role in the organization and institutionalization...
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Realizing 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 also advises private capital firms on their go-to-market and communications strategies and ethical policies. He has been a business…
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Helping 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 consultant, as well as a certified CINERGY® Conflict Management Coach and a Conflict Dynamics Profile® Certified Practitioner. She works with…
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Exploring 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 Zealand permanent residency and resettlement through the country's Golden Visa program. Stuart was a senior Cabinet Minister for 5.5 years in...
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Cracking 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 years, he has served as a trusted advisor to successful entrepreneurs and family enterprises in the areas of investment, tax, governance,...
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Investing 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 joined the USL in 2014 and has held various roles including President of Commercial Ventures and Chief Operating Officer and has led its...
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Navigating 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 experience coaching multigenerational families, with a focus on blended family dynamics and family business succession. As a coach and…
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Developing 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 consulting firm specializing in Human Resources and Organizational Effectiveness. And Stephanie is the Director of Talent Development at...
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Embracing 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 and Fragile Power 2.0: Wealth, Narcissism & Mental Health, the leading resources for individuals, couples, and families of wealth seeking...
About this show
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.
Hosted by
Family Office Exchange