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Family Offices
Family Capital
Philanthropy
Wealth Management
Family Business
Family Office Exchange
Succession Planning
Mental Health
Family Enterprises
831(b) Plans
Generation Skipping Trusts
Family Office
Leadership Development
Cultural Alignment
Economic Uncertainty
Gold
Risk Management
Estate Planning
Investing
Private Aviation

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

PublishesWeeklyEpisodes142Founded7 years ago
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Latest Episodes

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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Recent Guests

Brad Fisher
Founder and Managing Partner of The Scalable Leadership Group
The Scalable Leadership Group
Episode: Unleashing Growth and Prosperity Through Scalability With Brad Fisher
Chriss Bull
Chief Executive Officer of Northern Jet
Northern Jet
Episode: Designing the Right Private Aviation Program With Chris Bull
Pascal Köppel
Managing Director, Head of Investment Management and Chief Investment Officer at Vontobel Swiss Financial Advisers
Vontobel Swiss Financial Advisers
Episode: Diversifying the Family Portfolio Across Global Jurisdictions With Pascal Köppel
Jeff Croteau
Founder and CIO, Tide Cycle
Tide Cycle
Episode: Virtualizing the Family Office Investment Function With Jeffrey Croteau and Kate Dumas
Kate Dumas
Chief of Staff and Deputy CIO, Tide Cycle
Tide Cycle
Episode: Virtualizing the Family Office Investment Function With Jeffrey Croteau and Kate Dumas
Verónica Lajud del Valle
Founder of Stellar Educational Consulting and creator of the Stellar Insight Method
Stellar Educational Consulting
Episode: Helping Successful Parents Raise Happy and Fulfilled Children With Verónica Lajud
Natasha Silver Bell
Founder and CEO of SilverBell Global, concierge provider of case management and crisis services for families with behavioral health needs
SilverBell Global
Episode: Living a Fulfilled and Healthy Life Through Spirituality With Natasha Silver Bell
Alicia Fritz
Founder and principal designer of A Day in May Events
A Day in May Events
Episode: Designing Engaging and Memorable Family Events with Alicia Fritz
Paul Boutros
Deputy Chairman and Head of Watches Americas for Phillips
Phillips Auction House
Episode: Appreciating Luxury Watches as an Alternative Asset Class with Paul Boutros

Host

Peter Mustakirski
CEO of Family Office Exchange.

Reviews

4.9 out of 5 stars from 29 ratings
  • Life insurance review vs audit

    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!

    Apple Podcasts
    5
    LtDisbo
    United States7 years ago

Listeners Say

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Listeners appreciate the informative and knowledgeable guests who provide valuable insights.
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Reviewing topics and discussions often topped with high praise for the clarity of presentation and expert knowledge.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#239
Brazil/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Unleashing Growth and Prosperity Through Scalability With Brad Fisher
Q: Why families? Why is family capital important and what is its impact on the economy and society?
Brad emphasizes that family relationships are foundational to trust and resilience in business; family capital shapes long-term thinking, jobs, innovation, and economic stability, making family-owned enterprises a major driver of the economy.
Investing in Soccer as a Family Legacy and Community Asset with Justin Papadakis
Q: How does USL educate and support owners who may not have soccer backgrounds?
USL has a large team dedicated to teaching owners how to run sports franchises, helping them identify sporting directors, structure soccer operations, and manage allied real estate projects, ensuring even non-soccer-savvy owners can participate effectively.
Investing in Soccer as a Family Legacy and Community Asset with Justin Papadakis
Q: What are the practical considerations and risks for families contemplating investing in soccer?
Investors should expect a multi-year horizon focused on building a community asset rather than short-term gains; it's essential to engage with experienced USL teams, visit games, network with other family offices, and understand that success comes from long-term involvement and community impact rather than quick player trades or immediate financial returns.
Investing in Soccer as a Family Legacy and Community Asset with Justin Papadakis
Q: Tell us what the organization's purpose and mission is, and how does the USL help ultra high-net-worth clients invest in and operate soccer franchises?
The USL seeks business-oriented owners who can run a soccer franchise as a real enterprise; we provide extensive support across soccer operations and our large real estate team, matching owners with directors, operators, and developers, so they can participate in a long-term, growth-oriented ecosystem that connects youth, facilities, and pro soccer.
Virtualizing the Family Office Investment Function With Jeffrey Croteau and Kate Dumas
Q: What are some of the tips you have for wealth owners and family office leaders on how to make this important decision?
Approach outsourcing proactively or reactively, assess the full investment function, and consider a formal assessment to understand where a CIO, or OCIO, can add value and scale while reducing succession risk.

Audience Metrics

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Frequently Asked Questions About FOXcast

What is FOXcast about and what kind of topics does it cover?

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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Which podcasts are similar to FOXcast?

These podcasts share a similar audience with FOXcast:

1. Capital Ideas podcast
2. The Walker Webcast
3. WSJ What’s News
4. WSJ Minute Briefing
5. Barron's Streetwise

How many episodes of FOXcast are there?

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.

How do I contact FOXcast?

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What guests have appeared on FOXcast?

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

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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