FOXcast

By Family Office Exchange

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Category: Investing

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Episodes: 100

Description

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.

Episode Date
Helping Families Purposefully Navigate Their Multigenerational Journey with Valerie Galinskaya
May 21, 2026
Resolving Family Conflicts Through Restorative Communication With Will Bledsoe
May 14, 2026
Studying the Connection Between Family Office Culture and Value Creation with Alexander Hayward
May 07, 2026
Dealing with Active Conflict Within Families With Dan Spector
Apr 30, 2026
Transitioning from an Embedded Single-Family Office With Max Youngquist
Apr 23, 2026
Achieving Purpose Through Family Traditions With John A. Warnick
Apr 16, 2026
Strengthening Family Office Strategy and Culture with Mark Daniell
Apr 09, 2026
Architecting a Resilient Family Office with Annette Hopper & Levi Hammett
Apr 02, 2026
Skippering the Family Enterprise with Purpose and Foresight with Ted Rich
Mar 26, 2026
Conducting Operational Due Diligence to Manage Family Office Risks with Maura Harris
Mar 19, 2026
Unleashing Growth and Prosperity Through Scalability With Brad Fisher
Mar 12, 2026
Designing the Right Private Aviation Program With Chris Bull
Mar 05, 2026
Diversifying the Family Portfolio Across Global Jurisdictions With Pascal Köppel
Feb 26, 2026
Virtualizing the Family Office Investment Function With Jeffrey Croteau and Kate Dumas
Feb 19, 2026
Helping Successful Parents Raise Happy and Fulfilled Children With Verónica Lajud
Feb 12, 2026
Living a Fulfilled and Healthy Life Through Spirituality With Natasha Silver Bell
Feb 05, 2026
Designing Engaging and Memorable Family Events with Alicia Fritz
Jan 29, 2026
Appreciating Luxury Watches as an Alternative Asset Class with Paul Boutros
Jan 22, 2026
Nurturing Talent to Engineer Successful Family Successions with Dr. Carl Robinson
Jan 16, 2026
Institutionalizing the Family Office to Achieve Intergenerational Sustainability With Marina Margarucci
Jan 08, 2026
Realizing the Unique Social Impact of Private Markets with Ross Butler
Jan 02, 2026
Helping Manage and Minimize Conflict within the Family with Jane Beddall
Dec 23, 2025
Exploring Alternative Residency in New Zealand with Stuart Nash
Dec 18, 2025
Cracking the Code on Outsourcing Family Office Functions with Brian Weiner and Lisa Castro
Dec 11, 2025
Investing in Soccer as a Family Legacy and Community Asset with Justin Papadakis
Dec 04, 2025
Navigating the Complex Relationship between Trust and Wealth with Emily Bouchard
Nov 25, 2025
Developing Family Office Talent Through Effective Coaching with Marcy Brajkovic and Stephanie Rosenberg
Nov 20, 2025
Embracing Intersectionality to Deepen Relationships with Family Members with Dr. Paul Hokemeyer
Nov 13, 2025
Discovering Dubai as a Regional Center for Global Enterprise Families with H.E. Mohammad Ali Rashed Lootah
Nov 06, 2025
Mastering Family Office Successions with Dan Veitkus
Oct 30, 2025
Securing In-Home Elder Care Solutions for Family Members with Teresa Leigh
Oct 23, 2025
Managing Luxury Properties with Anticipatory Excellence with Joe Pellegrino
Oct 16, 2025
Serving the Family's Ever Complex Information Management Needs with Tomas Hurcik
Oct 09, 2025
Building an Intentional Community for People with IDD with Debbie Bond Dear and Whitney Dear-Reyes
Oct 02, 2025
Understanding and Engaging with the World of Luxury Estate Managers with Mohamed Elzomor
Sep 25, 2025
Attracting and Retaining Top Family Office Leadership Talent with Brian Adams
Sep 18, 2025
Interacting Effectively with Family Wealth Advisors in the Age of AI with Craig Armstrong
Sep 11, 2025
Deploying Unique Assets as Part of the Family's Philanthropic Strategy with Debbie Wilkerson
Sep 04, 2025
Instilling the Family Values in the Family Office Design and Culture with Eric Hohauser
Aug 28, 2025
Helping Young Rising Gens Navigate the College Prep Process with Christopher Rim
Aug 21, 2025
Weathering Periods of Historic Geopolitical and Economic Disruption with Patricia Angus
Aug 14, 2025
Integrating the Story of the Wealth into the Family Purpose With Samantha Reynolds
Aug 07, 2025
Protecting Older Family Members from Financial Fraud and Exploitation with Elizabeth Clubb
Jul 31, 2025
Writing an Autobiography to Capture a Family's Origins, Stories and Values with Roy Moëd
Jul 24, 2025
Leaning on Trust and Communication for Successful Family Transitions with Amy Castoro
Jul 17, 2025
Applying the Four Room Model to Manage Change in the Enterprise Family with Jeff Strese
Jul 10, 2025
Investing in Gold to Preserve and Protect the Family Wealth with Drew Mason and Christianna Mason
Jul 03, 2025
Inspiring Female Wealth Owners to Find and Fulfill Their Purpose with Amy Hart Clyne
Jun 26, 2025
Understanding the Benefits and Complexities of Generation-Skipping Trusts with Amy Wirtz
Jun 19, 2025
Orchestrating Healthy Family Transitions with Bob Weinhold
Jun 12, 2025
Protecting Against Unforeseen Risks by Utilizing 831(b) Plans with Van Carlson
Jun 05, 2025
Carrying Forward Values and Legacy by Preserving Family Artifacts with Brad Mindich
May 29, 2025
Understanding and Utilizing Closely Held Family Office Groups with Mark Tepsich
May 22, 2025
Creating a Values-Aligned Family Office with Sharon Schneider
May 15, 2025
Leveraging External Partners to Design the Optimal Family Office with Drew McMorrow
May 08, 2025
Extracting Value and Joy from Art Investing with Anne Rappa & Alex Glauber
May 01, 2025
Managing the Complexities of Private Family Estates Jennifer Laurence
Apr 24, 2025
Advancing the Holistic Measurement of Impact Strategies with Volker Then
Apr 17, 2025
Nurturing Family Culture Through Spirituality with Chris Koenemann
Apr 10, 2025
Designing Cutting-Edge Compensation Plans for Top Family Office Talent with Bruce Benesh
Apr 03, 2025
Fostering Family Unity and Collaboration Through Philanthropy with Betsy Erickson & Joseph Brooks
Mar 27, 2025
Exploring Primary and Secondary Residences in the Swiss Alps with Cassandra Levene
Mar 20, 2025
Preserving Family Values Through the Power of Stories with Kasia Flanagan
Mar 13, 2025
Uncovering Underutilized Resources and Capital within the Family with Kevin Quinn
Mar 06, 2025
Utilizing PPLI Policies to Optimize Financial Outcomes for UHNW Families with Michael Liebeskind
Feb 27, 2025
Discovering a Better Way to Motivate the Next Generation with David Yeager
Feb 20, 2025
Creating Optionality with Global Residence and Citizenship Programs with Basil Mohr-Elzeki
Feb 13, 2025
Empowering Rising-Gen Owners with Cutting-Edge Technology with Alexandre Lin
Feb 06, 2025
Architecting Trust Documents to Reinforce the Family Vision and Well-Being with Kim Kamin
Jan 30, 2025
Propelling Family Impact with Builder Capitalism with Dave Furneaux
Jan 23, 2025
Advancing of the Role of the Fiduciary in Service of the Family with Sophia Ruffolo
Jan 16, 2025
Empowering Women as Wealth Owners and Family Office Professionals with Janet Arzt
Jan 09, 2025
Overcoming Founder Paralysis in Enterprise Family Transitions with Dennis Passis
Jan 02, 2025
Leveraging SMAs to Execute Data-Driven Alternatives Strategies with Christopher Volpe
Dec 26, 2024
Protecting Families as They Divide Estates and Personal Property with David MacMahan
Dec 19, 2024
Harnessing Polarities and Both/And Thinking to Help the Family Thrive with Betsy Miller
Dec 12, 2024
Utilizing Operational Liftouts to Build an Agile Family Office with John Castrucci & Ben Berger
Dec 05, 2024
Navigating Intergenerational Discourse on Marriage and Relationships with Cassindy Chao & Shannon Lundgren
Nov 27, 2024
Balancing Privacy and Purpose in the Family's Public Relations Strategy with Kristen Oliveri
Nov 21, 2024
Coaching Enterprise Families to Achieve Long-Term Success with René Sonneveld
Nov 14, 2024
Serving Multigenerational Enterprise Families in Türkiye with Özge Doğan
Nov 07, 2024
Investing in the Flourishing of the Entire Enterprise Family Ecosystem with Scott Peppet
Oct 31, 2024
Generating Positive Impact Through the ACT Deposit Program with Brian Argrett
Oct 24, 2024
Catalyzing Family Member Engagement with Impact Strategies with Jason Ingle
Oct 17, 2024
Protecting the Security of All Forms of Family Capital with Dale Buckner
Oct 10, 2024
Helping Enterprise Families in Transition Flourish with Stacy Allred & Holly Isdale
Oct 03, 2024
Mitigating Intergenerational Risks Through Holistic Family Healthcare with John Samuels
Sep 26, 2024
Deploying DAFs Strategically to Realize the Family's Philanthropic Vision with Kim Ledger
Sep 19, 2024
Cultivating Financial EQ to Navigate the Psychology of Family Wealth with Diana Chambers
Sep 12, 2024
Catering to the Lifestyle and Wellness Needs of UHNW Families with Tim Daum
Sep 05, 2024
Selecting and Implementing Family Office Technology Solutions with Kent Lawson
Aug 29, 2024
Helping Multigenerational Families Get Unstuck with Richard Wolkowitz
Aug 22, 2024
Accessing Top-Quality Deal Flow in the Private Investing Marketplace with Lou Sokolovskiy
Aug 15, 2024
Preparing the Family for Successful Intergenerational Transitions with Kathy Parker & Seth Webber
Aug 08, 2024
Deploying Options Strategies to Unlock Value for Family Portfolios with Dave Donnelly
Aug 01, 2024
Fostering a Strong Culture to Achieve Lasting Family Unity with Matt Wesley
Jul 25, 2024
Equipping the Family with a Lifelong Learning Roadmap for Success with Stephen Goldbart & Joan DiFuria
Jul 18, 2024
Building a Sustainable Family Office with Scott Saslow
Jul 11, 2024
Empowering the Rising-Gen to be Responsible Enterprise Owners with Maarten de Groot
Jul 04, 2024
Leveraging Capitalism as a Force for Good with Michael Whelchel
Jun 27, 2024