
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 ... more
| Publishes | Weekly | Episodes | 142 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationBusinessInvesting | |||

Today, I'm excited to speak with Max Youngquist, family office structuring and governance leader at RSM, a leading global assurance, tax, and consulting firm.
Max focuses on offering holistic services and solutions for family offices, covering comp... more
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, and an inspiration to many of us in our niche field. He has practiced as a tax attorney for over 45 ... more
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 advisory boutique working with a select set of UHNW families and their businesses around the world, addres... more
Today, it is my pleasure to speak with Annette Hopper and Levi Hammett, co-founders of Full Scope Solutions, a strategic outsourcing firm serving family offices. Annette brings more than 25 years of experience in the investment advisory industry. Fro... more
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Very informative and easy to understand. The speaker, Steve Herlihy, was obviously very knowledgeable and extremely well spoken. He explained the issue in a very easy to understand manner. I got a lot out of it. Thank you!
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #239 |
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Discussions focus on the intricacies of family wealth management, philanthropy, and governance issues that are unique to family offices. Topics such as the evolving role of wealth advisors in the age of technology, the complexities of generational wealth transition, and the significance of storytelling in preserving family legacies are prevalent. The conversations often feature insights from experts in finance, philanthropy, and family business consulting, providing practical advice for navigating challenges in family enterprises. This content is likely to appeal to individuals involved in family wealth management, philanthropy, or those seeking to understand the dynamics of family governance and its impact on intergenerational relationship... more
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These podcasts share a similar audience with FOXcast:
1. Capital Ideas podcast
2. The Walker Webcast
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4. WSJ Minute Briefing
5. Barron's Streetwise
FOXcast launched 7 years ago and published 142 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on FOXcast include:
1. Brad Fisher
2. Chriss Bull
3. Pascal Köppel
4. Jeff Croteau
5. Kate Dumas
6. Verónica Lajud del Valle
7. Natasha Silver Bell
8. Alicia Fritz
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