Investing in Soccer as a Family Legacy and Community Asset with Justin Papadakis
04 Dec 2025
Contributed by Lukas
Today, I'm excited to speak with Justin Papadakis, Deputy Chief Executive Officer and Chief Real Est...
Navigating the Complex Relationship between Trust and Wealth with Emily Bouchard
25 Nov 2025
Contributed by Lukas
Today, I have the pleasure of speaking with Emily Bouchard, founder of Bouchard Bespoke Consulting. ...
Developing Family Office Talent Through Effective Coaching with Marcy Brajkovic and Stephanie Rosenberg
20 Nov 2025
Contributed by Lukas
Today, I have the pleasure of speaking with Marcy Brajkovic and Stephanie Rosenberg. Marcy is the Pr...
Embracing Intersectionality to Deepen Relationships with Family Members with Dr. Paul Hokemeyer
13 Nov 2025
Contributed by Lukas
Today, I am delighted to speak with Dr. Paul Hokemeyer, founding principal of Drayson Mews and autho...
Discovering Dubai as a Regional Center for Global Enterprise Families with H.E. Mohammad Ali Rashed Lootah
06 Nov 2025
Contributed by Lukas
Today, it is my pleasure and honor to speak with His Excellency Mohammad Ali Rashed Lootah. His Exce...
Mastering Family Office Successions with Dan Veitkus
30 Oct 2025
Contributed by Lukas
Today, I am delighted to welcome Dan Veitkus, CEO & Managing Partner of Corsica Partners, LLC, a glo...
Securing In-Home Elder Care Solutions for Family Members with Teresa Leigh
23 Oct 2025
Contributed by Lukas
Today, I am excited to speak with Teresa Leigh, owner and founder of Teresa Leigh Home + Family Offi...
Managing Luxury Properties with Anticipatory Excellence with Joe Pellegrino
16 Oct 2025
Contributed by Lukas
Today, I am delighted to speak with Joe Pellegrino, co-founder of The Pantheon Group, a bespoke resi...
Serving the Family's Ever Complex Information Management Needs with Tomas Hurcik
09 Oct 2025
Contributed by Lukas
Today, I am delighted to speak with Tomas Hurcik, Co-Founder and CEO of ORCA AG, a Swiss based SaaS ...
Building an Intentional Community for People with IDD with Debbie Bond Dear and Whitney Dear-Reyes
02 Oct 2025
Contributed by Lukas
Today, it is my pleasure to speak with Debbie Bond Dear and Whitney Dear-Reyes. Debbie is the Founde...
Understanding and Engaging with the World of Luxury Estate Managers with Mohamed Elzomor
25 Sep 2025
Contributed by Lukas
Today, I am delighted to speak with Mohamed Elzomor, Co-Founder of Nines, a household management pla...
Attracting and Retaining Top Family Office Leadership Talent with Brian Adams
18 Sep 2025
Contributed by Lukas
Today, it is my pleasure to speak with Brian Adams, Partner at Mack International, where he speciali...
Interacting Effectively with Family Wealth Advisors in the Age of AI with Craig Armstrong
11 Sep 2025
Contributed by Lukas
Today, I am pleased to welcome Craig Armstrong, Managing Partner of Veridian, a Miami-based tax, aud...
Deploying Unique Assets as Part of the Family's Philanthropic Strategy with Debbie Wilkerson
04 Sep 2025
Contributed by Lukas
Today, it is my pleasure to speak with Debbie Wilkerson, President & CEO of Greater Horizons, one of...
Instilling the Family Values in the Family Office Design and Culture with Eric Hohauser
28 Aug 2025
Contributed by Lukas
Today, it is my pleasure to speak with Eric Hohauser, President of Harvey Hohauser & Associates, a f...
Helping Young Rising Gens Navigate the College Prep Process with Christopher Rim
21 Aug 2025
Contributed by Lukas
Today, I am pleased to welcome Christopher Rim, founder and CEO of Command Education, a top college ...
Weathering Periods of Historic Geopolitical and Economic Disruption with Patricia Angus
14 Aug 2025
Contributed by Lukas
Today, I have the pleasure of speaking with Patricia Angus, Founder and CEO of Angus Advisory Group,...
Integrating the Story of the Wealth into the Family Purpose With Samantha Reynolds
07 Aug 2025
Contributed by Lukas
Today, it is my pleasure to speak with Samantha Reynolds, Founder & CEO of ECHO Storytelling Agency....
Protecting Older Family Members from Financial Fraud and Exploitation with Elizabeth Clubb
31 Jul 2025
Contributed by Lukas
Today, I have the pleasure of speaking with Elizabeth Clubb, Founder and CEO of myFloc, an innovativ...
Writing an Autobiography to Capture a Family's Origins, Stories and Values with Roy Moëd
24 Jul 2025
Contributed by Lukas
Today, it is my pleasure to speak with Roy Moëd, Co-Founder of LifeBook Memoirs, a company dedicate...
Leaning on Trust and Communication for Successful Family Transitions with Amy Castoro
17 Jul 2025
Contributed by Lukas
Today, I have the pleasure of speaking with Amy Castoro, President and CEO of The Williams Group, wh...
Applying the Four Room Model to Manage Change in the Enterprise Family with Jeff Strese
10 Jul 2025
Contributed by Lukas
Today, it is my pleasure to welcome back to FOXcast Jeff Strese, a valued member of the FOX team. Je...
Investing in Gold to Preserve and Protect the Family Wealth with Drew Mason and Christianna Mason
03 Jul 2025
Contributed by Lukas
Today, I'm excited to speak with Drew Mason and Christianna Mason. Drew is Managing Partner at St. ...
Inspiring Female Wealth Owners to Find and Fulfill Their Purpose with Amy Hart Clyne
26 Jun 2025
Contributed by Lukas
Today, it is my absolute pleasure to speak with Amy Hart Clyne, Chief Knowledge & Learning Officer a...
Understanding the Benefits and Complexities of Generation-Skipping Trusts with Amy Wirtz
19 Jun 2025
Contributed by Lukas
Today, I'm excited to speak with Amy Wirtz, Senior Consultant with The Family Business Consulting Gr...
Orchestrating Healthy Family Transitions with Bob Weinhold
12 Jun 2025
Contributed by Lukas
Today, I am pleased to welcome Bob Weinhold, Partner at Velocity Advisory Group, an advisory firm he...
Protecting Against Unforeseen Risks by Utilizing 831(b) Plans with Van Carlson
05 Jun 2025
Contributed by Lukas
Today, I'm excited to speak with Van Carlson, Founder & CEO of SRA 831(b) Admin, a specialized risk ...
Carrying Forward Values and Legacy by Preserving Family Artifacts with Brad Mindich
29 May 2025
Contributed by Lukas
Today, I'm excited to speak with Brad Mindich, CEO and Founder of Inveniem, the leading archiving & ...
Understanding and Utilizing Closely Held Family Office Groups with Mark Tepsich
22 May 2025
Contributed by Lukas
This week, it is my pleasure to speak with Mark Tepsich, Executive Director and Family Office Design...
Creating a Values-Aligned Family Office with Sharon Schneider
15 May 2025
Contributed by Lukas
Today, I have the pleasure of speaking with Sharon Schneider, founder of Integrated Capital Strategi...
Leveraging External Partners to Design the Optimal Family Office with Drew McMorrow
08 May 2025
Contributed by Lukas
Today, it is my pleasure to speak with Drew McMorrow, President & CEO of Ballentine Partners, an ind...
Extracting Value and Joy from Art Investing with Anne Rappa & Alex Glauber
01 May 2025
Contributed by Lukas
Today, it is my pleasure to speak with Anne Rappa & Alex Glauber. Anne is the fine art practice lead...
Managing the Complexities of Private Family Estates Jennifer Laurence
24 Apr 2025
Contributed by Lukas
Today, I'm excited to speak with Jennifer Laurence, Founder and President of Luxury Lifestyle Logist...
Advancing the Holistic Measurement of Impact Strategies with Volker Then
17 Apr 2025
Contributed by Lukas
Today, I have the pleasure of speaking with Volker Then, an independent Senior Impact Analyst who is...
Nurturing Family Culture Through Spirituality with Chris Koenemann
10 Apr 2025
Contributed by Lukas
Today, I am delighted to welcome Chris Koenemann, a family advisor and coach specializing in spiritu...
Designing Cutting-Edge Compensation Plans for Top Family Office Talent with Bruce Benesh
03 Apr 2025
Contributed by Lukas
Today, it is my pleasure to speak with Bruce Benesh, Managing Principal at Benesh Consulting Group. ...
Fostering Family Unity and Collaboration Through Philanthropy with Betsy Erickson & Joseph Brooks
27 Mar 2025
Contributed by Lukas
Today, it is my pleasure to speak with Betsy Erickson & Joseph Brooks, Co-Heads of Family and Indivi...
Exploring Primary and Secondary Residences in the Swiss Alps with Cassandra Levene
20 Mar 2025
Contributed by Lukas
Today, I have the pleasure of speaking with Cassandra Levene, Managing Director of Alpine Homes and ...
Preserving Family Values Through the Power of Stories with Kasia Flanagan
13 Mar 2025
Contributed by Lukas
Today, it is my pleasure to speak with Kasia Flanagan, founder of Everyday Legacies, a boutique pers...
Uncovering Underutilized Resources and Capital within the Family with Kevin Quinn
06 Mar 2025
Contributed by Lukas
Today, I have the pleasure of speaking with Kevin Quinn, founder and president of Legacy Counsellors...
Utilizing PPLI Policies to Optimize Financial Outcomes for UHNW Families with Michael Liebeskind
27 Feb 2025
Contributed by Lukas
Today, I'm excited to speak with Michael Liebeskind, founder and principal at Golconda Partners, an ...
Discovering a Better Way to Motivate the Next Generation with David Yeager
20 Feb 2025
Contributed by Lukas
Today, I have the pleasure of speaking with David Yeager, professor of psychology at the University ...
Creating Optionality with Global Residence and Citizenship Programs with Basil Mohr-Elzeki
13 Feb 2025
Contributed by Lukas
Today, I am pleased to welcome Basil Mohr-Elzeki, Managing Partner & Head of the Americas for Henley...
Empowering Rising-Gen Owners with Cutting-Edge Technology with Alexandre Lin
06 Feb 2025
Contributed by Lukas
Today, I am delighted to speak with Alexandre Lin, co-founder and CEO of SumIt Software, a simple, y...
Architecting Trust Documents to Reinforce the Family Vision and Well-Being with Kim Kamin
30 Jan 2025
Contributed by Lukas
Today, it is my pleasure to speak with Kim Kamin, partner and Chief Wealth Strategist at Gresham Par...
Propelling Family Impact with Builder Capitalism with Dave Furneaux
23 Jan 2025
Contributed by Lukas
Today, I am delighted to welcome Dave Furneaux, Founder & CEO of BlueIO, an innovative, mission-driv...
Advancing of the Role of the Fiduciary in Service of the Family with Sophia Ruffolo
16 Jan 2025
Contributed by Lukas
Today, I am delighted to welcome Sophia Ruffolo, General Counsel and Head of Compliance for the Zell...
Empowering Women as Wealth Owners and Family Office Professionals with Janet Arzt
09 Jan 2025
Contributed by Lukas
Today, I have the pleasure of speaking with Janet Arzt, Founder and Managing Partner of Parere Advis...
Overcoming Founder Paralysis in Enterprise Family Transitions with Dennis Passis
02 Jan 2025
Contributed by Lukas
Today, I am delighted to welcome Dennis Passis, Founder of the Family Wealth Library. He spent nearl...
Leveraging SMAs to Execute Data-Driven Alternatives Strategies with Christopher Volpe
26 Dec 2024
Contributed by Lukas
Today, I'm excited to speak with Chris Volpe, Managing Director of Zephyr Financial Solutions, an aw...
Protecting Families as They Divide Estates and Personal Property with David MacMahan
19 Dec 2024
Contributed by Lukas
Today, I am pleased to welcome David MacMahan, founder and president of FairSplit.com. Over the past...
Harnessing Polarities and Both/And Thinking to Help the Family Thrive with Betsy Miller
12 Dec 2024
Contributed by Lukas
Today, I am pleased to welcome Betsy Miller, Lecturer on Law at Harvard Law School. Betsy teaches le...
Utilizing Operational Liftouts to Build an Agile Family Office with John Castrucci & Ben Berger
05 Dec 2024
Contributed by Lukas
Today, I'm excited to speak with John Castrucci, National Director of Family Office Advisory Service...
Navigating Intergenerational Discourse on Marriage and Relationships with Cassindy Chao & Shannon Lundgren
27 Nov 2024
Contributed by Lukas
Today, I am pleased to welcome back to FOXCast Cassindy Chao and Shannon Lundgren, co-founders of Bo...
Balancing Privacy and Purpose in the Family's Public Relations Strategy with Kristen Oliveri
21 Nov 2024
Contributed by Lukas
Today, I am pleased to welcome Kristen Oliveri, editor of Crain Currency, a family office publicatio...
Coaching Enterprise Families to Achieve Long-Term Success with René Sonneveld
14 Nov 2024
Contributed by Lukas
Today, I am excited to speak with René Sonneveld, a Leadership and Family Business Coach and Honora...
Serving Multigenerational Enterprise Families in Türkiye with Özge Doğan
07 Nov 2024
Contributed by Lukas
Today, I have the pleasure of speaking with Özge Doğan, Founder of Karman Beyond, Türkiye's first...
Investing in the Flourishing of the Entire Enterprise Family Ecosystem with Scott Peppet
31 Oct 2024
Contributed by Lukas
Today, I am delighted to welcome Scott Peppet, President of Chai Trust Company, the private company ...
Generating Positive Impact Through the ACT Deposit Program with Brian Argrett
24 Oct 2024
Contributed by Lukas
Today, I'm excited to speak with Brian Argrett, Chair of the Board Directors and President and CEO o...
Catalyzing Family Member Engagement with Impact Strategies with Jason Ingle
17 Oct 2024
Contributed by Lukas
Today, I am delighted and honored to welcome Jason Ingle, founder and Managing Partner of Third Natu...
Protecting the Security of All Forms of Family Capital with Dale Buckner
10 Oct 2024
Contributed by Lukas
This week, I am pleased to welcome Dale Buckner, CEO and President of Global Guardian, a leading pro...
Helping Enterprise Families in Transition Flourish with Stacy Allred & Holly Isdale
03 Oct 2024
Contributed by Lukas
This week, I have the pleasure of speaking with Stacy Allred & Holly Isdale. Stacy is a Managing Dir...
Mitigating Intergenerational Risks Through Holistic Family Healthcare with John Samuels
26 Sep 2024
Contributed by Lukas
Today, I have the pleasure of speaking with John Samuels, Founder and CEO of Better Health Advisors....
Deploying DAFs Strategically to Realize the Family's Philanthropic Vision with Kim Ledger
19 Sep 2024
Contributed by Lukas
It is my pleasure today to speak with Kim Ledger, Senior Vice President of Complex Assets for Ren, I...
Cultivating Financial EQ to Navigate the Psychology of Family Wealth with Diana Chambers
12 Sep 2024
Contributed by Lukas
Today, I have the pleasure of speaking with Diana Chambers, founder of the Chambers Group, and a hig...
Catering to the Lifestyle and Wellness Needs of UHNW Families with Tim Daum
05 Sep 2024
Contributed by Lukas
Today, I'm excited to speak with Tim Daum, co-founder of Veltracon Lifestyle, a Swiss lifestyle mana...
Selecting and Implementing Family Office Technology Solutions with Kent Lawson
29 Aug 2024
Contributed by Lukas
Today, I am delighted to speak with Kent Lawson, FOX's own CTO and the leader of the FOX Technology ...
Helping Multigenerational Families Get Unstuck with Richard Wolkowitz
22 Aug 2024
Contributed by Lukas
Today, I have the pleasure of speaking with Richard Wolkowitz, Founder of Xylogenesis Family Office ...
Accessing Top-Quality Deal Flow in the Private Investing Marketplace with Lou Sokolovskiy
15 Aug 2024
Contributed by Lukas
Today, I have the pleasure of speaking with Lou Sokolovskiy, CEO and Founder of Opus Connect, a lead...
Preparing the Family for Successful Intergenerational Transitions with Kathy Parker & Seth Webber
08 Aug 2024
Contributed by Lukas
Today, it is my pleasure to speak with Kathy Parker & Seth Webber of BerryDunn, a leading national p...
Deploying Options Strategies to Unlock Value for Family Portfolios with Dave Donnelly
01 Aug 2024
Contributed by Lukas
Today, I am truly pleased to welcome Dave Donnelly, Managing Director, at SpiderRock Advisors, which...
Fostering a Strong Culture to Achieve Lasting Family Unity with Matt Wesley
25 Jul 2024
Contributed by Lukas
This week, I am delighted to welcome Matt Wesley, Principal at the Lovins Group. Matt is an internat...
Equipping the Family with a Lifelong Learning Roadmap for Success with Stephen Goldbart & Joan DiFuria
18 Jul 2024
Contributed by Lukas
Today, I have the pleasure of speaking with Stephen Goldbart and Joan DiFuria, co-founders of Money,...
Building a Sustainable Family Office with Scott Saslow
11 Jul 2024
Contributed by Lukas
This week, I am delighted to welcome Scott Saslow, Founder and CEO of Palo Alto, CA-based ONE WORLD ...
Empowering the Rising-Gen to be Responsible Enterprise Owners with Maarten de Groot
04 Jul 2024
Contributed by Lukas
Today, it is my pleasure and honor to speak with Prof. Maarten de Groot, Endowed Chair of Resilient ...
Leveraging Capitalism as a Force for Good with Michael Whelchel
27 Jun 2024
Contributed by Lukas
Today, I am pleased to welcome Michael Whelchel, Founder and CEO of Big Path Capital, a boutique inv...
Avoiding Nonessential Family Office Complexity with Amjed Saffarini
24 Jun 2024
Contributed by Lukas
Today, I'm excited to welcome Amjed Saffarini, co-founder and CEO of Trove, a fast-growing, innovati...
Serving the Family Through a Private Trust Company with Matt Tobin
13 Jun 2024
Contributed by Lukas
Today, I am pleased to welcome Matt Tobin, President and Chief Operating Officer for South Dakota Tr...
Creating a Balanced Wealth Planning Process for Enterprising Families with Buddy Thomas
06 Jun 2024
Contributed by Lukas
I am delighted to welcome Buddy Thomas, Founder and President of Superior Planning | Family Office, ...
Making Sense of the Fast-Evolving Family Wealth Landscape with Jamie McLaughlin
30 May 2024
Contributed by Lukas
Today, I have the pleasure of speaking with Jamie McLaughlin, Founder and CEO of J. H. McLaughlin & ...
Extracting a Wealth of Knowledge from Inheritor Stories with Joe Reilly
23 May 2024
Contributed by Lukas
Today, I am delighted to welcome Joe Reilly, CEO and Founder of Circulus Group. Joe is the host of t...
Offering the Family World-Class Coverage via an Insurance Captive with Ryan Harding & Jennifer Allen
16 May 2024
Contributed by Lukas
Today, it is my pleasure to speak with Ryan Harding and Jennifer Allen. Ryan is the President of Gar...
Guiding Enterprise Families to Success and Longevity with Raul Serebrenik
09 May 2024
Contributed by Lukas
Today, I am delighted to welcome Raul Serebrenik, Founder of Family Enterprise Consulting Internatio...
Aligning the Investment Portfolio with the Family's Strategic Objectives with Doug Macauley
02 May 2024
Contributed by Lukas
This week, I am pleased to welcome Doug Macauley, Partner at Cambridge Associates and member of the ...
Affording Family Investors Efficient Access to Venture Capital with Stephan Heller
25 Apr 2024
Contributed by Lukas
Today, I am pleased to welcome Stephan Heller, founding partner of AlphaQ Venture Capital (AQVC), a ...
Charting the Family's Course to Creating a Family Office with Peter Vogel
18 Apr 2024
Contributed by Lukas
Today, I am pleased to welcome Peter Vogel, Professor of Family Business and Entrepreneurship and ho...
Giving Family Enterprises a Voice in Washington, DC with Pat Soldano
11 Apr 2024
Contributed by Lukas
Today, I have the pleasure of speaking with Pat Soldano, President of Family Enterprise USA, a non-p...
Building Intergenerational Bridges Within an Enterprise Family with Danielle Oristian York
04 Apr 2024
Contributed by Lukas
Today, I am delighted to welcome Danielle Oristian York, Executive Director and President of 21/64, ...
Distilling Shared Values and Heritage into a Family Brand with Dimitar Tsotsorkov
28 Mar 2024
Contributed by Lukas
This week, I'm especially honored to welcome Dimitar Tsotsorkov, Chairman of the Supervisory Board o...
Bringing Family Dynamics to Life Through the Power of Theater with Maryann Fernandez & Paul McKibbin
21 Mar 2024
Contributed by Lukas
This week, I have the pleasure of speaking with Maryann Fernandez and Paul McKibbin, co-founders of ...
Establishing a Hybrid Family Office to Serve a Multigenerational Family with Ned Rollhaus and Luke Jernagan
14 Mar 2024
Contributed by Lukas
Today, it is my pleasure to speak with Ned Rollhaus and Luke Jernagan of Matter Family Office, a pur...
Nurturing Healthy, Wealthy, and Wise Rising Gen Members with Coventry Edwards-Pitt
07 Mar 2024
Contributed by Lukas
Today, I am delighted to welcome Coventry Edwards-Pitt, CFA, CFP®, Partner and Chief Creative Offic...
Paving Humanity's Path to a Golden Civilization with George Kinder
29 Feb 2024
Contributed by Lukas
This week, I am pleased to welcome George Kinder, Founder and President of The Kinder Institute of L...
Seizing the Timely Opportunities in the Bond Markets with Wesly Pate
22 Feb 2024
Contributed by Lukas
Today, I am pleased to welcome Wesly Pate, Senior Portfolio Manager at Income Research + Management ...
Securing Top-Quality Medical Care for Family Members with Leslie Michelson
15 Feb 2024
Contributed by Lukas
This week, I'm speaking with Leslie Michelson, Chairman and Co-Founder of Private Health Management ...
Discovering the Power of a Whole Family Advisory Relationship with Richard Orlando
08 Feb 2024
Contributed by Lukas
Today, I am delighted to speak with Dr. Richard Orlando, Founder of Legacy Capitals, a leading provi...
Helping Enterprise Families Discover and Realize Their Central Purpose with Aggie Johnson
01 Feb 2024
Contributed by Lukas
This week, I have the pleasure of speaking with Aggie Johnson, founder and owner of WillKate, a fami...
Applying High Impact Practices to Family Wealth and Wellbeing with Mitchell Spearman
25 Jan 2024
Contributed by Lukas
Today, I am excited to speak with Mitchell Spearman, relationship builder and advisor to multigenera...
Advancing Human Well-Being Through Palliative Care with Laura Dale-Harris
18 Jan 2024
Contributed by Lukas
This week, I have the pleasure of speaking with Laura Dale-Harris, Founder of Global Treehouse Found...
Equipping the Rising-Gen with the Skills and Tools to Flourish with Ella Chase
10 Jan 2024
Contributed by Lukas
Today, I have the pleasure of speaking with Ella Chase, co-founder of Wellth Works, an executive coa...