FOXcast
Episodes
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...
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 two popular and influential podcasts in the family ...
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 Garden Trust Company and the Managing Director of the...
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 International Group. Raul is an adviser, researcher, speaker...
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 firm's Private Client Practice. Doug works with bo...
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 global VC fund of funds with an innovative semi-li...
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 holder of the Debiopharm Chair for Family Philanthro...
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-profit organization based in Washington, DC, whose ...
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, a nonprofit practice serving next-gen and multigen...
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 of Asarel-Medet, the largest and most advanced copp...
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 Shaking the Tree Interactive Productions, an indep...
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 purpose-driven multi-family office firm serving multi...
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 Officer at Ballentine Partners, an independent multi-fa...
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 Life Planning. George is a renowned author, interna...
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 (IR+M), a bond management firm specializing in US ...
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 (PHM). PHM is a clinically sophisticated complex c...
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 provider of training, coaching, and consulting services...
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 family enterprise consultancy firm serving the full sc...
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 multigenerational families and family office leaders. Through...
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 Foundation, a unique nonprofit organization, establishe...
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 coaching and leadership company for wealth inheritors...
Defining the Building Blocks for an Enterprise Family with Sara Hamilton
04 Jan 2024
Contributed by Lukas
Happy New Year! Welcome to the brand new 2024 season of FOXCast CEO Series. Today, I have the pleasure and honor of speaking with Sara Hamilton, Found...
Generating Engagement Among Teenage Family Members with Amber Slattery
27 Dec 2023
Contributed by Lukas
Today, I am excited to speak with Amber Slattery, a director at a single-family office based in Paris, France. Amber is also a next-gen education coac...