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

PublishesWeeklyEpisodes142Founded8 years ago
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InvestingBusinessEducation

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Latest Episodes

Today, I am delighted to speak with SC Perot, a storyteller, educator, and bestselling author. A proud Dallas native, SC is a graduate of Vanderbilt University and Stanford Law School. After practicing law, she made a bold mid-pandemic pivot to pursu... more

Today, I have the pleasure of speaking with Rich Hua, Founder, CEO, and Chief EQ Officer of EPIQ Leadership Group. Rich is one of the world's foremost experts on building emotionally intelligent cultures of innovation at scale. He developed the EPIC ... more

Today, I have the pleasure of speaking with Teresa Chope and Connor Gribbon of Gallivant, a luxury travel and lifestyle advisory firm serving ultra-high-net-worth families. Teresa is the Founder and CEO of Gallivant. After a successful career as an e... more

Today, I have the pleasure of speaking with Robert Raymond, First Vice President and Risk Strategist at HUB Private Client, a privately held personal insurance brokerage firm serving ultra-high-net-worth clients. Bob is an award-winning expert in mul... more

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Recent Guests

SC Perot
Storyteller, educator and bestselling author
Self-described author and educator; affiliated with Vanderbilt University (adjunct)
Episode: Embracing the Power of Joy Within the Family with SC Perot
Rich Hua
Founder and CEO of EPIQ Leadership Group, Chief EQ Officer
EPIQ Leadership Group
Episode: Cultivating an Emotionally Intelligent Family System With Rich Hua
Teresa Chope
Founder and CEO of Gallivant
Gallivant
Episode: Leveraging Luxury Travel as a Family Engagement Tool With Teresa Chope & Connor Gribbon
Connor Gribbon
Head of Strategy and Partnerships at Gallivant
Gallivant
Episode: Leveraging Luxury Travel as a Family Engagement Tool With Teresa Chope & Connor Gribbon
Bob Raymond
First Vice President and Risk Strategist at HUB Private Client
HUB Private Client
Episode: Embracing a 'Left of Loss' Risk Management Mindset With Robert Raymond
Karen Harding
Partner and Private Wealth Team leader at NEPC
NEPC
Episode: Aligning the Investment Function and Mandate with the Family's Needs With Karen Harding & Stacey Flier
Stacey Flier
Principal and Senior Consultant at NEPC
NEPC
Episode: Aligning the Investment Function and Mandate with the Family's Needs With Karen Harding & Stacey Flier
Donald Cunningham
Head of Family Office and Chief of Staff to a Senior Member of the Qatari Royal Family
Family Office (Qatari royal family)
Episode: Matching Talent to the Unique Culture of Family Principals With Donald Cunningham
Jeff Jones
Family Recovery Coach, Author, and Speaker at the Family Recovery Solution
Family Recovery Solution
Episode: Helping Families Manage and Overcome Addiction with Jeff Jones

Hosts

Peter Mustakirski
Host of FOXcast
Mindy Kalanowski-Early
Chief Learning Officer at FOX
Gabby Griffin
Managing Director, Council Memberships

Reviews

4.9 out of 5 stars from 30 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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Clear, practical insights for family offices and their advisors
High production quality and actionable frameworks for listeners
Strong guest lineup with deep domain expertise

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Talking Points

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Cultivating an Emotionally Intelligent Family System With Rich Hua
Q: What are your top discoveries about emotional intelligence and how it's developed?
EQ is both an individual and a group capability, learnable through deliberate practice, feedback, and a supportive culture that encourages curiosity and safety to discuss emotions and conflicts.
Embracing a 'Left of Loss' Risk Management Mindset With Robert Raymond
Q: What practical tools or checklists do you use to engage families in risk management, and how should they structure ongoing conversations?
Use checklists and geographic-specific briefs, conduct screen-share walkthroughs with clients, pre-fill plans with client feedback, and maintain regular cadence of family meetings to ensure alignment and updates across branches.
Embracing a 'Left of Loss' Risk Management Mindset With Robert Raymond
Q: What does the full spectrum of risk management look like beyond insurance, and how should families approach asset protection?
Asset protection involves trust and estate planning, contract analysis, and governance, plus developing strategies for ownership structures, self-insurance, and tailored coverage across assets, all informed by ongoing governance discussions.
Embracing a 'Left of Loss' Risk Management Mindset With Robert Raymond
Q: Can you talk about the left of loss concept and why you encourage ultra-high net worth families to embrace it early in their planning?
The left of loss frame helps families map out pre-event actions, assigns responsibilities, and creates a crisis response plan so that when a triggering event occurs, the response is efficient and coordinated rather than ad hoc.
Aligning the Investment Function and Mandate with the Family's Needs With Karen Harding & Stacey Flier
Q: How do generations within a family influence investment philosophy and governance?
Each generation brings a distinct lens—the founding generation focuses on preservation, rising generations seek purpose and innovation—yet successful families engage in two-way dialogue, educate across generations, and build governance that evolves to meet evolving goals.

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Frequently Asked Questions About FOXcast

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

The podcast concentrates on governance, risk, and wealth strategy for ultra‑high‑net‑worth families and family offices, with a steady emphasis on cross‑domain risk management, digital reputation, wellness in living spaces, impact travel, intergenerational governance, philanthropy, and the role of technology and data in wealth stewardship. Episodes balance practical frameworks (risk domains, governance structures, spousal integration, and conflict resolution) with real‑world case studies from private capital, philanthropy, and family governance, often featuring practitioners, former executives, and thought leaders who translate complex issues into actionable steps for families and advisors. A notable thread is the integration of well‑being, ... more

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How many episodes of FOXcast are there?

FOXcast launched 8 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. SC Perot
2. Rich Hua
3. Teresa Chope
4. Connor Gribbon
5. Bob Raymond
6. Karen Harding
7. Stacey Flier
8. Donald Cunningham

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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