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

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 Emily Bouchard, founder of Bouchard Bespoke Consulting. Emily is an author and speaker with over 20 years of experience coaching multigenerational families, with a focus on blended family dynamics and famil... more

Today, I have the pleasure of speaking with Marcy Brajkovic and Stephanie Rosenberg. Marcy is the President and Owner of Chatfield Global LLC, a boutique consulting firm specializing in Human Resources and Organizational Effectiveness. And Stephanie ... more

Today, I am delighted to speak with Dr. Paul Hokemeyer, founding principal of Drayson Mews and author of Fragile Power: Why Having Everything is Never Enough and Fragile Power 2.0: Wealth, Narcissism & Mental Health, the leading resources for individ... more

Today, it is my pleasure and honor to speak with His Excellency Mohammad Ali Rashed Lootah. His Excellency is the President and CEO of Dubai Chambers, one of the largest economic development arms in Dubai. In his current role, he oversees the impleme... more

Key Facts

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Recent Guests

Craig Armstrong
Managing Partner of Veridian, a Miami-based tax audit accounting and advisory firm
Veridian
Episode: Interacting Effectively with Family Wealth Advisors in the Age of AI with Craig Armstrong
Debbie Wilkerson
President and CEO of Greater Horizons
Greater Horizons
Episode: Deploying Unique Assets as Part of the Family's Philanthropic Strategy with Debbie Wilkerson
Elizabeth Clubb
Founder and CEO of MyFlock, an innovative fintech company addressing the unique financial needs of the aging population and their families.
MyFlock
Episode: Protecting Older Family Members from Financial Fraud and Exploitation with Elizabeth Clubb
Roy Moëd
Co-founder of LifeBook Memoirs
LifeBook Memoirs
Episode: Writing an Autobiography to Capture a Family's Origins, Stories and Values with Roy Moëd
Amy Castoro
President and CEO of The Williams Group, expert in wealth transition and family unity
The Williams Group
Episode: Leaning on Trust and Communication for Successful Family Transitions with Amy Castoro
Drew Mason
Managing Partner at St. Joseph Partners, a precious metals brokerage and wealth protection firm.
St. Joseph Partners
Episode: Investing in Gold to Preserve and Protect the Family Wealth with Drew Mason and Christianna Mason
Christianna Mason
CPA with experience in advising Fortune 100 and private equity clients on global M&A.
St. Joseph Partners
Episode: Investing in Gold to Preserve and Protect the Family Wealth with Drew Mason and Christianna Mason
Amy Hart Clyne
Chief Knowledge and Learning Officer at Pitcairn
Pitcairn
Episode: Inspiring Female Wealth Owners to Find and Fulfill Their Purpose with Amy Hart Clyne
Amy Wirtz
Senior Consultant with the Family Business Consulting Group
Family Business Consulting Group
Episode: Understanding the Benefits and Complexities of Generation-Skipping Trusts with Amy Wirtz

Host

Peter Mustakirski
CEO of Family Office Exchange. He engages in insightful conversations with guests about the complexities of family wealth management and governance.

Reviews

4.9 out of 5 stars from 27 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 States6 years ago

Listeners Say

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

Overall, there is a consensus that the discussions are well-structured and engaging.
Many find the content to be highly informative and relevant to their personal or professional interests in family enterprises.
Listeners appreciate the insightful conversations with experts that provide valuable perspectives on family wealth management.

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Talking Points

Recent interactions between the hosts and their guests.

Interacting Effectively with Family Wealth Advisors in the Age of AI with Craig Armstrong
Q: What are some suggestions you have for Ultra-High-Net-Worth clients on how best to interact with their CPA?
Building rapport and relationships is key. Both CPAs and clients need to engage meaningfully with each other.
Interacting Effectively with Family Wealth Advisors in the Age of AI with Craig Armstrong
Q: What are your tips on how professionals and clients can best manage the generational tug of war that is caused by the different values and preferences of generations?
Spend time together and allow opportunities for the next generation to step up and get involved. The older generation should feel comfortable allowing them to make mistakes.
Utilizing PPLI Policies to Optimize Financial Outcomes for UHNW Families with Michael Liebeskind
Q: How can families and their advisors educate themselves on PPLI?
Liebeskind advised families to look for reputable guides in the PPLI ecosystem and emphasized the importance of building relationships with capable service providers.
Utilizing PPLI Policies to Optimize Financial Outcomes for UHNW Families with Michael Liebeskind
Q: Can you briefly share your background with our listeners?
Michael Liebeskind shared he has spent most of his career creating professional firms with expertise in life insurance, emphasizing the need for independence and long-term client relationships.
Advancing the Holistic Measurement of Impact Strategies with Volker Then
Q: What can families do to further the reach and consequence of their impact programs and strategies?
More advanced families should leverage their impact framework to make strategic decisions and collaborate with others in the marketplace to refine impact measurement methodologies.

Audience Metrics

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

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Frequently Asked Questions About FOXcast

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

The content focuses on important issues faced by family offices and family enterprises, bringing attention to topics such as wealth management, family governance, financial planning, and the significance of storytelling in preserving family legacies. Discussions frequently feature guests who are subject matter experts, family members, and advisors, providing rich, diverse perspectives on navigating complex family dynamics and financial challenges. Unique to this content is its emphasis on the intertwining of family values and financial strategies, making it a valuable resource for listeners interested in the evolving landscape of family wealth management.

Where can I find podcast stats for FOXcast?

Rephonic provides a wide range of podcast stats for FOXcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to FOXcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does FOXcast get?

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What are the audience demographics for FOXcast?

Rephonic provides comprehensive predictive audience data for FOXcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does FOXcast have?

To see how many followers or subscribers FOXcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to FOXcast?

These podcasts share a similar audience with FOXcast:

1. Acquired
2. All-In with Chamath, Jason, Sacks & Friedberg
3. The Memo by Howard Marks
4. Honestly with Bari Weiss
5. Bloomberg Surveillance

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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for FOXcast?

Rephonic pulls ratings and reviews for FOXcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

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What guests have appeared on FOXcast?

Recent guests on FOXcast include:

1. Craig Armstrong
2. Debbie Wilkerson
3. Elizabeth Clubb
4. Roy Moëd
5. Amy Castoro
6. Drew Mason
7. Christianna Mason
8. Amy Hart Clyne

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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