FOXcast
By Family Office Exchange
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Category: Investing
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Subscribers: 1
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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 |
|---|---|
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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 |
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Navigating the Complex Relationship between Trust and Wealth with Emily Bouchard
|
Nov 25, 2025 |
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Developing Family Office Talent Through Effective Coaching with Marcy Brajkovic and Stephanie Rosenberg
|
Nov 20, 2025 |
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Embracing Intersectionality to Deepen Relationships with Family Members with Dr. Paul Hokemeyer
|
Nov 13, 2025 |
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Discovering Dubai as a Regional Center for Global Enterprise Families with H.E. Mohammad Ali Rashed Lootah
|
Nov 06, 2025 |
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Mastering Family Office Successions with Dan Veitkus
|
Oct 30, 2025 |
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Securing In-Home Elder Care Solutions for Family Members with Teresa Leigh
|
Oct 23, 2025 |
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Managing Luxury Properties with Anticipatory Excellence with Joe Pellegrino
|
Oct 16, 2025 |
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Serving the Family's Ever Complex Information Management Needs with Tomas Hurcik
|
Oct 09, 2025 |
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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 |
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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 |
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Understanding and Utilizing Closely Held Family Office Groups with Mark Tepsich
|
May 22, 2025 |
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Creating a Values-Aligned Family Office with Sharon Schneider
|
May 15, 2025 |
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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 |
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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 |
|
Avoiding Nonessential Family Office Complexity with Amjed Saffarini
|
Jun 24, 2024 |
|
Serving the Family Through a Private Trust Company with Matt Tobin
|
Jun 13, 2024 |
|
Creating a Balanced Wealth Planning Process for Enterprising Families with Buddy Thomas
|
Jun 06, 2024 |
|
Making Sense of the Fast-Evolving Family Wealth Landscape with Jamie McLaughlin
|
May 30, 2024 |
|
Extracting a Wealth of Knowledge from Inheritor Stories with Joe Reilly
|
May 23, 2024 |
|
Offering the Family World-Class Coverage via an Insurance Captive with Ryan Harding & Jennifer Allen
|
May 16, 2024 |
|
Guiding Enterprise Families to Success and Longevity with Raul Serebrenik
|
May 09, 2024 |
|
Aligning the Investment Portfolio with the Family's Strategic Objectives with Doug Macauley
|
May 02, 2024 |
|
Affording Family Investors Efficient Access to Venture Capital with Stephan Heller
|
Apr 25, 2024 |
|
Charting the Family's Course to Creating a Family Office with Peter Vogel
|
Apr 18, 2024 |
|
Giving Family Enterprises a Voice in Washington, DC with Pat Soldano
|
Apr 11, 2024 |
|
Building Intergenerational Bridges Within an Enterprise Family with Danielle Oristian York
|
Apr 04, 2024 |
|
Distilling Shared Values and Heritage into a Family Brand with Dimitar Tsotsorkov
|
Mar 28, 2024 |
|
Bringing Family Dynamics to Life Through the Power of Theater with Maryann Fernandez & Paul McKibbin
|
Mar 21, 2024 |
|
Establishing a Hybrid Family Office to Serve a Multigenerational Family with Ned Rollhaus and Luke Jernagan
|
Mar 14, 2024 |
|
Nurturing Healthy, Wealthy, and Wise Rising Gen Members with Coventry Edwards-Pitt
|
Mar 07, 2024 |
|
Paving Humanity's Path to a Golden Civilization with George Kinder
|
Feb 29, 2024 |
|
Seizing the Timely Opportunities in the Bond Markets with Wesly Pate
|
Feb 22, 2024 |
|
Securing Top-Quality Medical Care for Family Members with Leslie Michelson
|
Feb 15, 2024 |
|
Discovering the Power of a Whole Family Advisory Relationship with Richard Orlando
|
Feb 08, 2024 |
|
Helping Enterprise Families Discover and Realize Their Central Purpose with Aggie Johnson
|
Feb 01, 2024 |
|
Applying High Impact Practices to Family Wealth and Wellbeing with Mitchell Spearman
|
Jan 25, 2024 |
|
Advancing Human Well-Being Through Palliative Care with Laura Dale-Harris
|
Jan 18, 2024 |