Today, I am delighted to welcome Raul Serebrenik, Founder of Family Enterprise Consulting International Group. Raul is an adviser, researcher, speaker, and author with extensive expertise in family businesses, entrepreneurial family dynasties, family legacy, continuity, and wealth. Raul is also a good friend and collaborator of FOX, and he is a team member of the FOX Caricol Local Chapter serving families in Colombia and the Caribbean. Raul’s work with families often involves the topic of longev...
May 09, 2024•38 min•Season 2Ep. 19
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 both G1 entrepreneurs and multi-generational families and specializes in developing asset allocation strategies and investment manager structures for families with a broad range of investment objectives and risk tolerances. Doug is a CFA charter holder with over 25 years of investment industry experience in performing due diligence for clients on man...
May 02, 2024•32 min•Season 2Ep. 18
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-liquid evergreen structure, focused on early-stage VC funds and co-investments. Stephan is a next-gen owner in his family’s enterprise, a serial entrepreneur, an active angel investor with over 20 direct investments, including Talon.one, Surge Fitness and Caya. He led Intel's European Startup Program and co-founded Intel Ignite, which was voted the b...
Apr 25, 2024•40 min•Season 2Ep. 17
Today, I am pleased to welcome Peter Vogel, Professor of Family Business and Entrepreneurship and holder of the Debiopharm Chair for Family Philanthropy at IMD Business School in Lausanne, Switzerland. He is also the Director of the Global Family Business Center and the Global Family Business Award and founder and Chairman of Delta Venture Partners and an Associate Partner of the Cambridge Family Enterprise Group. Peter works with families, owners, boards, and executives of family enterprises an...
Apr 18, 2024•40 min•Season 2Ep. 16
Today, I have the pleasure of speaking with Pat Soldano, President of Family Enterprise USA, a non-profit organization based in Washington, DC, whose mission is to promote the growth of generational-owned family businesses in the US. Pat is also President of Policy and Taxation Group, a non-profit she formed in 1995 that works to reduce onerous tax and economic policies for successful families, family offices, and family businesses. Before that, she spent over 30 years providing family office se...
Apr 11, 2024•34 min•Season 2Ep. 15
Today, I am delighted to welcome Danielle Oristian York, Executive Director and President of 21/64, a nonprofit practice serving next-gen and multigenerational families. She is an expert facilitator, trainer, and keynote speaker, and has been a consistent leader in the field, spending 18 years helping families, leaders, and communities have complicated conversations about change, identity, and the future. Danielle is a member of the Collaboration for Flourishing Families and the Professional Adv...
Apr 04, 2024•42 min•Season 2Ep. 14
This week, I’m especially honored to welcome Dimitar Tsotsorkov, Chairman of the Supervisory Board of Asarel-Medet, the largest and most advanced copper mining and processing company in Bulgaria. Dimitar is the G2 family leader of the Tsotsorkov family, former Chairman of the Management Board of the family’s operating business, and active philanthropist through the “Lachezar Tsotsorkov” Foundation, which he established in honor of his father, who was the G1 wealth creator of the family. Dimitar ...
Mar 28, 2024•36 min•Season 2Ep. 13
This week, I have the pleasure of speaking with Maryann Fernandez and Paul McKibbin, co-founders of Shaking the Tree Interactive Productions, an independent educational nonprofit that uses theater and interactive audience forums to teach family dynamics and to promote philanthropy. Maryann is currently Managing Director at Strategic Philanthropy Ltd. and has worked in wealth management and philanthropy for over 25 years, including at the UN World Food Program’s Regional Bureau for Asia and the P...
Mar 21, 2024•38 min•Season 2Ep. 12
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 multigenerational families of wealth. Ned is a Partner at Matter and sees himself as a thought partner, coach, and facilitator for families at every stage of their wealth journey, dedicated to helping them navigate the complexities and responsibilities of wealth over multiple generations. Luke is the Director of Family Learning at Matter, and in that ca...
Mar 14, 2024•31 min•Season 2Ep. 11
Today, I am delighted to welcome Coventry Edwards-Pitt, CFA, CFP®, Partner and Chief Creative Officer at Ballentine Partners, an independent multi-family-office firm. Covie is the author of three popular books: Raised Healthy, Wealthy & Wise, Aged Healthy, Wealthy & Wise , and Engaged Healthy, Wealthy & Wise . She has been quoted widely, including in The New York Times, The Wall Street Journal, Bloomberg, and Investment News. Covie is a trained opera singer and pianist, and a member ...
Mar 07, 2024•40 min•Season 2Ep. 10
This week, I am pleased to welcome George Kinder, Founder and President of The Kinder Institute of Life Planning. George is a renowned author, international thought leader, and life planning pioneer who over the past 35 years has spearheaded the financial planning movement within the financial service industry. George is also a longtime mindfulness practitioner and teacher, and author of the visionary mindfulness book, A Golden Civilization & The Map of Mindfulness. As he has done before in ...
Feb 29, 2024•44 min•Season 2Ep. 9
Today, I am pleased to welcome Wesly Pate, Senior Portfolio Manager at Income Research + Management (IR+M), a bond management firm specializing in US fixed income for both institutional and private wealth clients. In his role, Wesly is focused on portfolio construction, sector analysis, and contributing to the investment decision-making process, and works closely with IR+M’s wealth management team and family office clients. Wesly starts by sharing his views on the macroeconomic context in which ...
Feb 22, 2024•31 min•Season 2Ep. 8
This week, I’m speaking with Leslie Michelson, Chairman and Co-Founder of Private Health Management (PHM). PHM is a clinically sophisticated complex care management company, specializing in assisting clients to obtain the best care and outcomes when facing serious and complex medical conditions. Before founding PHM, Leslie was the CEO and Vice Chairman of the Prostate Cancer Foundation, and he’s the author of the New York Times bestseller, The Patient’s Playbook. Leslie, and his firm PHM, are ma...
Feb 15, 2024•30 min•Season 2Ep. 7
Today, I am delighted to speak with Dr. Richard Orlando, Founder of Legacy Capitals, a leading provider of training, coaching, and consulting services on topics such as wealth and values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy to financially successful families & family businesses, wealth advisors, family offices, and financial institutions. Richard is an approved instructor for the Investments & Wealth Institute’s Certified ...
Feb 08, 2024•44 min•Season 2Ep. 6
This week, I have the pleasure of speaking with Aggie Johnson, founder and owner of WillKate, a family enterprise consultancy firm serving the full scope of issues and challenges that families of wealth face. A G3 enterprise family member herself, Aggie knows first-hand what it takes to create and sustain a thriving family and family enterprise. Aggie shares her definition of a family enterprise and the unique challenges and opportunities enterprise families face. She describes how the complex n...
Feb 01, 2024•33 min•Season 2Ep. 5
Today, I am excited to speak with Mitchell Spearman, relationship builder and advisor to multigenerational families and family office leaders. Through his work, Mitchell helps his clients build deeper ties and meaningful connectivity through curated moments and transformational experiences. Mitchell’s career started in higher learning, and as an educator, he embraced the concept of High Impact Practices that, as research has shown, can generate stronger engagement with students and deliver lasti...
Jan 25, 2024•39 min•Season 2Ep. 4
This week, I have the pleasure of speaking with Laura Dale-Harris, Founder of Global Treehouse Foundation, a unique nonprofit organization, established by a prominent European enterprise family – Isabella Seragnolli’s family in Bologna, Italy – and dedicated to improving access to pediatric palliative care for children around the world. Laura talks about the origins and mission of Global Treehouse Foundation, which is a great case study for a mission-driven philanthropic foundation that was born...
Jan 18, 2024•27 min•Season 2Ep. 3
Today, I have the pleasure of speaking with Ella Chase, co-founder of Wellth Works, an executive coaching and leadership company for wealth inheritors and future family leaders. Ella is herself a 7th-generation family member of a 100-year family, and has seen the burdens and blessings of complex, multi-generational family enterprises. She is a dynamic and innovative speaker, facilitator, and mentor, and a recognized authority on the psychology of leadership, negotiations, and organizational turn...
Jan 10, 2024•35 min•Season 2Ep. 2
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, Founder and Board Chair of Family Office Exchange (FOX). Sara founded FOX as a peer network for family office executives in 1989, which evolved over the ensuing decades into a trusted knowledge partner to family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private enterprise in a global...
Jan 04, 2024•31 min•Season 2Ep. 1
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 coach, working directly with clients in their teens and early-20s, and creating custom programming based on their individual interests and needs. In addition, she serves as a programming consultant to Bounce10, a financial parenting platform, founded by Joline Godfrey, focusing on next-gen education for children ages 4-10. Amber offers her thoughts on ...
Dec 27, 2023•42 min•Season 1Ep. 27
This week, it is my pleasure to speak with Dr. Jesse Viner, CEO & Chief Medical Officer and Dr. Bryn Jessup, Director of Family Services & Systems at Yellowbrick, a leading resource and national referral center serving enterprise families and providing mental health services and psychiatric treatment of troubled emerging adults. Jesse and Bryn, and their firm Yellowbrick, have been a resource partner and now specialty advisor member of the FOX community, bringing their unique expertise a...
Dec 20, 2023•34 min•Season 1Ep. 26
This week, I have the pleasure of speaking with Meg Pagani, a Forbes 30under30 and Fortune 40under40 founder, serial TEDx speaker, and an executive trainer. Meg teaches about Power and Leadership at the Politecnico di Milano executive programs, and helps investors, family offices and founders understand the hidden dimensions of wealth management and what that has to do with power and purpose. Meg delves into her work and research into the concept of ‘power’ – how people perceive it and use it, a...
Dec 14, 2023•44 min•Season 1Ep. 25
This week, I’m honored to welcome Guglielmo Notarbartolo di Villarosa, Head of Private Equity & Venture Capital at PFC, the family office of his branch of the Marzotto Family, one of Italy’s most significant enterprise families, whose history in the textile and fashion industry extends back over 250 years. Guglielmo is a G7 family member of the Marzotto Family and a G3 member of his family branch. Over the past 5 years, he has worked with his siblings and cousins to evolve the family enterpr...
Dec 06, 2023•39 min•Season 1Ep. 24
Today, I have the pleasure of speaking with Tom McCullough, co-founder, chairman and CEO of Northwood Family Office. Tom is an adjunct professor and executive-in-residence at the University of Toronto’s Rotman School of Management, a member of the Editorial Board of the Journal of Wealth Management, and a member of the board and faculty of the UHNW Institute. He is an accomplished author and frequent speaker on issues relevant to families of wealth and their trusted advisors. Tom recently publis...
Nov 29, 2023•45 min•Season 1Ep. 23
This week, I welcome to FOXCast Michelle Jezycki, President of Trifecta Consulting, a US-based human resources management company. Michelle is the former Director of Human Resources for the United States Senate, and a Visiting Associate Professor at the American University in Bulgaria teaching Leadership in their EMBA program. Michelle shares insights from her work with families and family offices, which focuses on their human capital and often centers around change. She describes the challenges...
Nov 25, 2023•39 min•Season 1Ep. 22
I am pleased to welcome John Coyle, CEO and Founder of Speaking Design Thinking, to FOXCast. John is a sought-after keynote speaker, best-selling author, and former Olympic medalist in speedskating. Known as #TheTimeGuy , he is a thought leader in the field of chronoception – the study of how humans process time. John talks about the brain science of chronoception, unpacking the intricacies of how we perceive and interact with time. He argues that “there is no such thing as chronological time”, ...
Nov 16, 2023•30 min•Season 1Ep. 21
This week, I’m speaking with Vincent Kavanagh, Executive Vice President and Head of Sales at Four Corners Aviation. Vincent has nearly 20 years of experience serving the aviation needs of UHNW clients in Europe and the US. Vincent and his firm, Four Corners Aviation, are a Specialist Advisor member at FOX and an active and generous contributor to the FOX community. Vincent offers an overview of the macro trends and developments that have been shaping the private aviation space in the past couple...
Nov 09, 2023•27 min•Season 1Ep. 20
This week, I have the pleasure of speaking with Kristin Keffeler, Chief Learning Officer at the Johnson Financial Group. Kristin is a celebrated author of such influential books in our industry as the recently published Wealth 3.0: The Future of Family Wealth Advising , and The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life . She is also the Dean of Family Positive Psychology at the Purposeful Planning Institute. Kristin is passionate about the challenges and...
Nov 02, 2023•39 min•Season 1Ep. 19
This week, I am thrilled to be speaking with Cassindy Chao and Shannon Lundgren, co-founders of Boutique Matchmaking, a high-end personal advisory practice that provides curated matchmaking, date coaching, and strategic consulting for multigenerational families of wealth. The fact that we are talking about high-end professional matchmaking, date coaching, and curated singles education for UHNW clients, shows just how far our field is progressing toward embracing the full spectrum of qualitative,...
Oct 26, 2023•38 min•Season 1Ep. 18
This week, I am speaking with Paul Westall and Tayyab Mohamed, co-founders of Agreus group, a resourcing and recruitment consultancy dedicated to working exclusively with family offices. Paul and Tayyab share their insights into the unique needs of family offices related to recruiting, developing, and retaining talent, and examine how well these needs are being met by the broader ecosystem of traditional and boutique recruiting firms. Having witnessed the evolution of family offices and the subs...
Oct 19, 2023•42 min•Season 1Ep. 17
