FOXcast

Transitioning from an Embedded Single-Family Office With Max Youngquist

23 Apr 2026

Contributed by Lukas

Today, I'm excited to speak with Max Youngquist, family office structuring and governance leader at RSM, a leading global assurance, tax, and consulti...

Achieving Purpose Through Family Traditions With John A. Warnick

16 Apr 2026

Contributed by Lukas

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, ...

Strengthening Family Office Strategy and Culture with Mark Daniell

09 Apr 2026

Contributed by Lukas

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 adviso...

Architecting a Resilient Family Office with Annette Hopper & Levi Hammett

02 Apr 2026

Contributed by Lukas

Today, it is my pleasure to speak with Annette Hopper and Levi Hammett, co-founders of Full Scope Solutions, a strategic outsourcing firm serving fami...

Skippering the Family Enterprise with Purpose and Foresight with Ted Rich

26 Mar 2026

Contributed by Lukas

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 a...

Conducting Operational Due Diligence to Manage Family Office Risks with Maura Harris

19 Mar 2026

Contributed by Lukas

Today, I have the pleasure of speaking with Maura Harris, Founder of Maura Harris & Company, an operational due diligence (ODD) consulting boutique. W...

Unleashing Growth and Prosperity Through Scalability With Brad Fisher

12 Mar 2026

Contributed by Lukas

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...

Designing the Right Private Aviation Program With Chris Bull

05 Mar 2026

Contributed by Lukas

Today, I'm excited to speak with Chris Bull, Chief Executive Officer of Northern Jet, one of the nation's premier private aviation companies deliverin...

Diversifying the Family Portfolio Across Global Jurisdictions With Pascal Köppel

26 Feb 2026

Contributed by Lukas

Today, I am pleased to speak with Pascal Köppel, Managing Director, Head of Investment Management and Chief Investment Officer at Vontobel Swiss Fina...

Virtualizing the Family Office Investment Function With Jeffrey Croteau and Kate Dumas

19 Feb 2026

Contributed by Lukas

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...

Helping Successful Parents Raise Happy and Fulfilled Children With Verónica Lajud

12 Feb 2026

Contributed by Lukas

Today, I am delighted to welcome Verónica Lajud del Valle, Founder of Stellar Educational Consulting and Creator of the Stellar Insight Method. Veró...

Living a Fulfilled and Healthy Life Through Spirituality With Natasha Silver Bell

05 Feb 2026

Contributed by Lukas

Today, it is my pleasure to speak with Natasha Silver Bell, Founder & CEO of SilverBell Global, a concierge provider of case management services, cris...

Designing Engaging and Memorable Family Events with Alicia Fritz

29 Jan 2026

Contributed by Lukas

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 ...

Appreciating Luxury Watches as an Alternative Asset Class with Paul Boutros

22 Jan 2026

Contributed by Lukas

Today, I am pleased to welcome Paul Boutros, Deputy Chairman and Head of Watches, Americas for Phillip, the leading auction house dedicated to collect...

Nurturing Talent to Engineer Successful in Family Successions with Dr. Carl Robinson

15 Jan 2026

Contributed by Lukas

Today, I am excited to speak with Dr. Carl Robinson, Founding Partner at Vantage Leadership Consulting. Carl is a licensed clinical psychologist who h...

Institutionalizing the Family Office to Achieve Intergenerational Sustainability With Marina Margarucci

08 Jan 2026

Contributed by Lukas

Today, I have the pleasure of speaking with Marina Margarucci, Managing Director at CBIZ, a consulting, tax, and financial services firm. Marina is th...

Realizing the Unique Social Impact of Private Markets with Ross Butler

02 Jan 2026

Contributed by Lukas

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....

Helping Manage and Minimize Conflict within the Family with Jane Beddall

23 Dec 2025

Contributed by Lukas

Today, I have the pleasure of speaking with Jane Beddall, founder and principal of Dovetail Resolutions. Jane is a seasoned mediator, facilitator, and...

Exploring Alternative Residency in New Zealand with Stuart Nash

18 Dec 2025

Contributed by Lukas

Today, I am pleased to welcome The Honorable Stuart Nash, CEO and Founder of Nash Kelly Global, a bespoke consultancy that specializes in facilitating...

Cracking the Code on Outsourcing Family Office Functions with Brian Weiner and Lisa Castro

11 Dec 2025

Contributed by Lukas

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 ...

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 Estate Officer at the United Soccer League (USL). Jus...

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. Emily is an author and speaker with over 20 years ...

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 President and Owner of Chatfield Global LLC, a bouti...

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 author of Fragile Power: Why Having Everything is Never...

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 Excellency is the President and CEO of Dubai Chambers,...

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 global executive search and strategic talent manageme...

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 Office an award-winning, nationally recognized boutiqu...

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 residential management company. Joe partners with lead...

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 company focused on building legal technology to su...

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 Founder & Executive Director of Vanguard Landing, a purp...

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 platform trusted by hundreds of family offices around...

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 specializes in C-suite executive search and human capital ...

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, audit, accounting, and advisory firm. Craig has over ...

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 the nation's largest and most experienced provide...

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 firm specializing in the assessment, identification...

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 admissions consultancy based in New York City. Com...

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, an independent consulting practice serving enterp...

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. Since 1999, Sam and her firm have been trusted by...

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 innovative fintech company addressing the unique financial ...

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 dedicated to helping parents and grandparents preserve the...

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, where she leads a team dedicated to ensuring the smo...

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. Jeff is a human capital expert and executive coach f...

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. Joseph Partners, a precious‑metals brokerage ...

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 at Pitcairn. Amy is responsible for Pitcairn's Fami...

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 Group. Amy works closely with families to identify t...

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 helping clients accelerate organizational success th...

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 management solutions company. Van has over 25 year...

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 & fan engagement company that works directly with ar...

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 and Governance Specialist in the Family Office So...

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 Strategies. She works with families and foundations to ali...

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 independent wealth management firm providing comprehe...

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 leader for Marsh McLennan. She provides risk managemen...

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 Logistics, a luxury home management and hospitality cons...

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 launching a start-up company on Comprehensive Imp...

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 spiritual coaching and accompaniment. Chris served as Pri...

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. Bruce has more than 40 years of experience in exec...

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 Individual Services at Arabella Advisors, a leading phil...

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 Co-Founder of Swiss Homes. Cassandra is a multilin...

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 personal history firm. Kasia and her team help high-ne...

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, an estate and business planning law firm serving...

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 independent firm that serves as a guide and servic...

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 of Texas at Austin and cofounder of the Texas Beha...

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 & Partners, the global leader in residence and ci...

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, yet sophisticated solution for complex family offic...

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 Partners LLC, an independent multi-family office serv...

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-driven builder capitalist investment company. Dave is ...

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 Family Office, a division of Chai Trust Company, ...

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 Advisory, an independent consulting firm guiding client...

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 nearly 40 years working in his family's business, found...

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 award-winning asset and wealth management software p...

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 twelve years, David has worked with families divi...

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 leadership development, change management and negoti...

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 Services at the Global Family Office Enterprise Division ...

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 Boutique Matchmaking, a high-end personal advisory p...

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 publication for families managing wealth and legacies. Krist...

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 Honorary Consul General of the Kingdom of the Netherland...

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 independent multi-family office. Karman Beyond is...

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 that administers trusts established for the benefi...

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 of Broadway Financial Corporation and its banking s...

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 Nature Investments, an integrated impact capital platf...

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 provider of best-in-class security, medical and trave...

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 Director and Head of Family Engagement and Governance...

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. For over 20 years, John served as a senior health...

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, Inc., North America's largest independent philanthr...

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 highly respected Family Wealth Mentor and Philanthrop...

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 management company offering tailor-made solutions for ...

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 Partners Program. Kent brings 25 years of experien...

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 Advisory. Rich serves as a family advisor with 25+...

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 leading networking and deal-making community for priva...

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 professional services firm providing assurance, tax...

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 was recently acquired by BlackRock and is now par...

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 internationally recognized practitioner, thought leader, a...

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, Meaning, & Choices Institute (MMCI), a group of p...

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 Investments Inc., which provides investment capita...

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 Family Businesses & Enterprise Families at VU Amst...

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 investment bank working with positive impact companie...

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, innovative firm which provides a broad array of family off...

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 Trust Company (SDTC) and President of SDTC Services....

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, a Southern California firm serving HNW and UHNW fa...

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 & Co., a management consulting firm focused on strat...