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

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 have the pleasure of speaking with Sarah Thorpe Scott, an executive coach and advisor working at the intersection of leadership, capital, and family enterprise systems. She supports executives, investors, and multigenerational families navig... more

Today, it is my pleasure to speak with Deborah Goldstein, founder of Enlightened Philanthropy, and advisory firm dedicated to guiding philanthropists across their giving journeys. Drawing from more than 25 years of experience in the nonprofit field, ... more

Today, it is my pleasure to speak with John Claisse, CEO of Albourne Group, an independently owned, non-discretionary and global investment consultant, providing advice on hedge funds, private equity, private credit, real assets, real estate, and dyn... more

Today, I'm excited to speak with Valerie Galinskaya, Managing Director and Head of the Merrill Center for Family Wealth®. She works with ultra-high net worth families to help empower them to be purposeful about the impact of their wealth on themselve... more

Key Facts

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Recent Guests

Deborah Goldstein
Founder of Enlightened Philanthropy
Enlightened Philanthropy
Episode: Aligning the Family Around a Shared Philanthropic Strategy with Deborah Goldstein
John Claisse
CEO of Albourne Group, investment consultant
Albourne Group
Episode: Strengthening Families' Trust in Private Investing Markets with John Claisse
Valerie Galinskaya
Managing Director and Head of the Merrill Center for Family Wealth
Merrill (Bank of America)
Episode: Helping Families Purposefully Navigate Their Multigenerational Journey with Valerie Galinskaya
Will Bledsoe
Founder of Restorative Way; Professor of Communication at Colorado Mountain College
Restorative Way; Colorado Mountain College
Episode: Resolving Family Conflicts Through Restorative Communication With Will Bledsoe
Alex Hayward
Executive Fellow, Family Offices and Private Capital at London Business School
London Business School
Episode: Studying the Connection Between Family Office Culture and Value Creation with Alexander Hayward
Dan Spector
Partner at Hanson Bridgett, expert in trust, probate and family dispute resolution
Hanson Bridgett
Episode: Dealing with Active Conflict Within Families With Dan Spector
Max Youngquist
Family Office Structuring and Governance Leader at RSM
RSM
Episode: Transitioning from an Embedded Single-Family Office With Max Youngquist
John A. Warnick
Founder of the Purposeful Planning Institute (PPI)
Purposeful Planning Institute
Episode: Achieving Purpose Through Family Traditions With John A. Warnick
Mark Daniell
Chairman of Raffles Family Wealth Trust; founder of raffleslegacylearning.com
Raffles Family Wealth Trust; raffleslegacylearning.com
Episode: Strengthening Family Office Strategy and Culture with Mark Daniell

Host

Peter Mustakirski
Host of FOXcast; guiding discussion; Chief liaison for FOXcast guests

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

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show provides clear, actionable insights for family offices and their advisors.
Production quality and host expertise are frequently highlighted as high and credible for executive audiences.
Guests consistently share practical frameworks they can apply in real-world governance and investment programs.

Chart Rankings

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

Apple Podcasts
#236
United Kingdom/Business/Investing
Apple Podcasts
#40
Netherlands/Business/Investing
Apple Podcasts
#57
Brazil/Business/Investing
Apple Podcasts
#188
Singapore/Business/Investing
Apple Podcasts
#195
Netherlands/Business
Apple Podcasts
#220
Brazil/Business

Talking Points

Recent interactions between the hosts and their guests.

Aligning the Family Around a Shared Philanthropic Strategy with Deborah Goldstein
Q: What diagnostic tools or frameworks do you use to help families align around a shared vision?
Tools like giving awareness and receiving awareness worksheets, along with barriers research from NCFP and Arabella Advisors, help families identify obstacles and map out starting points for action.
Aligning the Family Around a Shared Philanthropic Strategy with Deborah Goldstein
Q: Can you talk about the unique aspects of how women approach and engage with philanthropic giving?
Women tend to give larger gifts, get more involved, and favor collaborative, community-based giving, with growing use of giving circles and a likely shift tied to wealth transfer.
Aligning the Family Around a Shared Philanthropic Strategy with Deborah Goldstein
Q: So can you give us your view on philanthropy for families? Why and how is it important?
Philanthropy goes beyond financial capital to include time, talent, and networks, serving as a connector within a family and to communities, and starting conversations early helps build clarity and courage for sustained giving.
Strengthening Families' Trust in Private Investing Markets with John Claisse
Q: What is your view on how AI is impacting trust in investing today?
AI can boost productivity and access to information, but it introduces a 'black box' effect unless governance and control environments are established. Firms should focus on knowing their models, implementing robust due diligence, and ensuring human oversight in decision-making, with ongoing monitoring of AI use across managers.
Strengthening Families' Trust in Private Investing Markets with John Claisse
Q: Can you describe the current context and challenges that family offices face pertaining to trust in investing?
Trust hinges on clear alignment of interests, transparency in data and research sources, and vigilance against conflicts of interest when data providers also manage assets. Family offices must scrutinize how assets are allocated (SMA vs funds), how co-investments are decided, and how retailization of alternatives could pressure GP behavior.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
Social Media Reach

Frequently Asked Questions About FOXcast

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

The show explores how ultra‑high‑net‑worth families manage complex, multi‑generational wealth through governance, strategy, and trusted advisor networks. Episodes span topics from active family conflict resolution and embedded versus unembedded family offices to purpose-driven wealth, outsourcing models, and scalable governance. Guests range from legal and financial professionals to operators in education, private aviation, and experiential event design, offering practical frameworks and real‑world anecdotes for families seeking durable, values‑aligned capital stewardship. The format often centers on actionable guidance for families and their advisors, with emphasis on governance, risk management, and the evolving role of family capital in ... more

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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.

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What guests have appeared on FOXcast?

Recent guests on FOXcast include:

1. Deborah Goldstein
2. John Claisse
3. Valerie Galinskaya
4. Will Bledsoe
5. Alex Hayward
6. Dan Spector
7. Max Youngquist
8. John A. Warnick

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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