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Family Office Exchange
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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 and their trusted advisors approach ideas like philanthropy, governance, investing, and more.

  1. Helping Successful Parents Raise Happy and Fulfilled Children With Verónica Lajud

    11 HRS AGO

    Helping Successful Parents Raise Happy and Fulfilled Children With Verónica Lajud

    Today, I am delighted to welcome Verónica Lajud del Valle, Founder of Stellar Educational Consulting and Creator of the Stellar Insight Method. Verónica works with UHNW families worldwide and helps them create homes and educational environments where their children don't just succeed but they flourish and make a deeper change. Her approach weaves together structure and empathy, strategy and heart. She has trained at the historic Montessori institutes in Bergamo, Perugia, and Rome, diving deep into everything from psychomotor development to Edgar Morin's complex thinking to psychoanalysis. This multidimensional perspective inspired her to create the Stellar Insight Method™, a framework that brings together Montessori wisdom, cutting-edge neuroscience, psychoanalytic understanding, and mindfulness practices. Verónica is a published author, international literary award winner, and certified yoga teacher. Verónica and her firm Stellar Educational Consulting are a Specialist Advisor member of FOX, and we are thankful to have her expertise within our membership community. Verónica's work with children of wealthy families is extensive and innovative, and she tells our audience about the experience and challenges of children growing up in UHNW households. She talks about "the system" that exists for families to raise their children – a system that can either help or hinder families and children – and touches on the choice they face to either stay in or go outside the system. One important practical consideration for parents is to learn to spot the early signs of behavioral issues. Verónica shares some of the "red flags" or behavioral indicators parents need to understand, interpret, and manage. Verónica developed the Stellar Insight Method to equip parents and children with the tools to create an environment of mutual support, personalized learning, and emotional thriving. She describes this method in more detail and highlights other useful tools families can rely on, also providing a comparison between these tools and her method. Enjoy this informative conversation with a true innovator and experienced practitioner in the field of early childhood education, engagement, and support for UHNW families.

    34 min
  2. Living a Fulfilled and Healthy Life Through Spirituality With Natasha Silver Bell

    5 FEB

    Living a Fulfilled and Healthy Life Through Spirituality With Natasha Silver Bell

    Today, it is my pleasure to speak with Natasha Silver Bell, Founder & CEO of SilverBell Global, a concierge provider of case management services, crisis management and intervention for individuals and families with behavioral, mental health, and addiction difficulties. Bringing over a decade of expertise in mental health, Natasha orchestrates multidisciplinary systems and teams across the US, the UK, the UAE, and beyond. A thought leader and keynote speaker, Natasha curates dialogues with leading practitioners around mental health, wellbeing, and spirituality. Recent thought leadership includes the Lord Mayor's Global Family Office Summit at Mansion House, London, and Grace Under Pressure with Sir António Horta-Osório, exploring the evolving relational complexities of generational prosperity in personal and professional realms. Natasha extends her commitment to accessible mental healthcare through her co-founding of Inservice Foundation, which supports underserved populations, and the creation of the Megan Ann Foundation, which serves sober women and survivors of intimate partner violence, prioritizing personal growth. Natasha and her firm, SilverBell Global, are Specialist Advisor members of FOX, and we are thrilled to have her expertise and thought leadership within our membership community. In her professional field, where Natasha helps clients manage and overcome serious challenges, such as mental health issues and addiction, spirituality – one's relationship with and belief in a higher power or a divine entity – is a big and important topic. We start by talking about spirituality in the context of an organized religious institution. Natasha shares her views and experience with institutional spirituality. She highlights the most common rewards and struggles people have when engaging with organized spirituality shares best practices to consider from her years of working with families and individual clients. Being part of a religious institution that is built and run by other people is not the only way to experience and nurture one's spirituality. Natasha discusses the paths people can pursue to have a spiritual life outside of an organized religion. One practical tool Natasha emphasizes in the pursuit of spirituality is story telling. She tells us how and why stories are an important pillar of any spiritual experience – especially those shared by multigenerational families. For nearly everyone, fear is always present in their relationship with a divine entity. Natasha offers her practical suggestions on how to address and overcome the fear in spiritual and religious life – outlining the alternative paths to "fear of God". Do not miss this deeply insightful conversation with one of the leading practitioners and thought leaders in the realm of spirituality and wellbeing serving UHNW families.

    31 min
  3. Designing Engaging and Memorable Family Events with Alicia Fritz

    29 JAN

    Designing Engaging and Memorable Family Events with Alicia Fritz

    Today, it is my pleasure to speak with Alicia Fritz, Founder and Principal Designer of A Day in May Events, an event production firm sought after for mastering the art of entertaining. With a mission to preserve the unique history and life experiences of her clients and their families, Alicia and her team have been entrusted as strategic partners for their private, legacy clients for close to two decades. Since 2007, Alicia has built a dedicated staff of event specialists and creative thinkers who operate with a methodical and intuitive system that prioritizes collaboration with their clients, respectful partnership with their creative teams and an unwavering commitment to a flawless event. Alicia has been recognized as one of the country's top event planners by VOGUE and Martha Stewart Weddings to name a few. From the serene, idyllic coastline of Northern Michigan to the exquisite landscape of the South of France, Alicia and her team rarely create in the same place twice and welcome the challenge of producing these exceptional moments for beloved clients in unchartered territory. Alicia describes the world of events for UHNH families and their family offices, and highlights the occasions, formats, and experiences for which families most commonly turn to a professional, experiential event production specialist. She walks us through some of the unique aspects of events in the family wealth space and talks about the unique challenges, opportunities, and needs that family offices must understand and manage when overseeing such events. Alicia offers her tips for engaging family members – especially the rising gen – during family events and gatherings organized by the family office or the family leadership. Producing elaborate, experiential events takes a village of service providers. Alicia provides practical suggestions for families and their family offices on how to work with the universe of specialized vendors to make their events special and memorable. Enjoy this illuminating conversation with one of the leading professionals in the UHNW events production space.

    38 min
  4. Appreciating Luxury Watches as an Alternative Asset Class with Paul Boutros

    22 JAN

    Appreciating Luxury Watches as an Alternative Asset Class with Paul Boutros

    Today, I am pleased to welcome Paul Boutros, Deputy Chairman and Head of Watches, Americas for Phillip, the leading auction house dedicated to collector's watches. Based in New York City, he helped establish and build the watch department since its launch in 2014. In October 2017, he led Phillips's inaugural New York watch auction, Winning Icons, where Paul Newman's legendary Rolex "Paul Newman" Daytona sold for $17.8 million - the highest result ever for a vintage wristwatch sold at auction. Under his leadership, the Phillips New York team as sold many legendary pieces, including a Heuer Monaco wristwatch gifted by Steve McQueen, Marlon Brando's Rolex GMT-Master worn in "Apocalypse Now", Jack Nicklaus' Rolex Day-Date, and Paul Newman's Rolex "Big Red" Daytona, to mention just a few. In December 2021, his team's fifth annual flagship watch auction achieved $35.9 million, breaking the record for the highest watch auction total in U.S. history. A collector of wristwatches since childhood, Paul is a specialist in their authentication and valuation. Frequently appearing on television programs sharing tips on watch collecting, he has hosted talks for investment banks, luxury brands, and magazines. As the former watch columnist for Barron's PENTA, Paul has been published or cited in numerous publications including The New York Times, Wall Street Journal, Bloomberg, Forbes, and Robb Report. Paul serves as a Trustee for the Horological Society of New York, an Honorary Committee Member of the Gerald Genta Heritage Association, and as an Academy Member of the Grand Prix d'Horlogerie de Genève (GPHG). Paul also serves as a strategy consultant to luxury brands through his firm, Boutros Group. To start off, Paul tells us about the exotic world of luxury time pieces. He tells the story of how the luxury watch landscape has evolved and how UHNW individuals and families are viewing watches today as a component of their portfolio's alternative assets allocation. We then talk about what sets unique time pieces apart from the "mere mortal" expensive watches. Paul helps us understand and define what makes a luxury watch a collectible piece.>/p> Paul offers some tips for families and family offices on how to get started, especially if they are new to luxury watch investing and collecting. He goes into detail on how one can find the right watch for their needs and goals. An important consideration in this specialized segment of alternative investments is protecting against fraud and other unique threats. Paul provides invaluable pointers into what UHNW families need to know about how to avoid the risks inherent in the world of luxury watches and how to protect against being taken advantage of. Finally, he describes the important role the family office can and should play in this process. Do not miss this fascinating and deeply insightful conversation with one of the world's leading experts on luxury time pieces and collectible watches.

    35 min
  5. Nurturing Talent to Engineer Successful Family Successions with Dr. Carl Robinson

    16 JAN

    Nurturing Talent to Engineer Successful Family Successions with Dr. Carl Robinson

    Today, I am excited to speak with Dr. Carl Robinson, Founding Partner at Vantage Leadership Consulting. Carl is a licensed clinical psychologist who has spent the better part of the last 35 years assisting executives and families in preparing for and navigating career-defining moments. His clientele is broad and far-reaching, ranging from non-profit organizations to the Fortune 100, and includes names such as the Federal Reserve System, MD Anderson Cancer Center, Whirlpool, Steel Dynamics, The Hyatt Corporation, and many more. Carl is a highly regarded public speaker, who has authored a number of articles and has frequently been interviewed by various business publications, including the Wall Street Journal. He is a longtime friend, collaborator, and former member of the Advisory Board of FOX. Succession is arguably the most important evergreen topic on the minds of enterprise families and their family offices. Carl shares his views on what is required for success in successions among UHNW families and family offices and talks about the importance of talent assessment as families undertake leadership and ownership succession journeys. Carl offers practical advice for the older generation and those in leadership who are looking to transition control, responsibility, and ownership to the next generation. He also provides invaluable tips and suggestions for the rising gen and those who are poised to step into leadership and fill the shoes of their parents and predecessors. Don't miss this highly instructive conversation with one of the longest-serving, deeply experienced advisor and coach to multigenerational enterprises and family leaders.

    38 min
  6. Institutionalizing the Family Office to Achieve Intergenerational Sustainability With Marina Margarucci

    8 JAN

    Institutionalizing the Family Office to Achieve Intergenerational Sustainability With Marina Margarucci

    Today, I have the pleasure of speaking with Marina Margarucci, Managing Director at CBIZ, a consulting, tax, and financial services firm. Marina is the national leader of the Private Client Services practice at CBIZ, and she played an instrumental role in the organization and institutionalization of the practice. Marina's career has been concentrated on supporting robust, complex families heavily invested in the Alternative Investment space, which enables her to deliver essential insights when analyzing financial statements and investment portfolios. She specialized in building out and setting up Family Office structures and Private Foundations, and routinely speaks at conferences, discussing the intricacies of Family Office structure and governance. Marina and her company, CBIZ, are an Advisor Member of FOX, and we are happy to have her expertise and thought leadership within our membership community. Today, we cover a topic that comes up more and more frequently among family offices – sustainability. Marina offers her definition of what sustainability of a family office means and shares her views on what it takes for a family office to achieve longevity and enduring relevance across generations of family principals. One important dimension of ensuring sustainability is the rising trend of institutionalizing and professionalizing the family office. Marina talks about this trend and how families can approach the process of formalizing and professionalizing their family office. An increasingly critical practical implication for UHNW families is the role of technology when institutionalizing the family office. Marina provides her insights and suggestions on how best to understand, select, and deploy technology to enhance the capabilities of the family office. Another important pillar of family office sustainability is to assemble and manage an ecosystem of mission-critical service providers. Marina and CBIZ have developed the "4 pillar approach" to creating a web of specialized vendors. She introduces this framework and explains how family offices can apply it. Don't miss this highly relevant and instructive conversation with one of the leading practitioners and professional service providers in the UHNW family wealth and family office space.

    27 min
  7. Realizing the Unique Social Impact of Private Markets with Ross Butler

    2 JAN

    Realizing the Unique Social Impact of Private Markets with Ross Butler

    Today, I am pleased to welcome Ross Butler, a podcaster, strategy consultant and author and the host of Fund Shack, a leading private capital channel. Ross also advises private capital firms on their go-to-market and communications strategies and ethical policies. He has been a business journalist, Editor of Real Deals, and has won Private Equity journalist of the year three times. He was Director of Communications at Invest Europe and has worked with various listed private capital firms on their public market outreach. Our conversation today is about private capital markets. Ross shares his observations on why private markets work well, delving into their history, distinguishing economics, and unique workings. Private equity often gets a bad rap due to its perceived short-term profit focus, high-risk debt loading, and negative effect on companies and workers. But that's not the full picture of private capital. Ross shares his view of the social impact of private markets and their importance for the long-term health of the economy and society. Ross provides a practical context for the current state of private markets and explains the causes of the "indigestion", as he puts it, that is afflicting private markets. He describes some of the niche tools and unique deal structures that allow private investors and fund managers to be innovative and create value in excess of what public markets can achieve. Enjoy this instructive conversation with a leading commentator and observer of global private capital markets.

    32 min
  8. Helping Manage and Minimize Conflict within the Family with Jane Beddall

    23/12/2025

    Helping Manage and Minimize Conflict within the Family with Jane Beddall

    Today, I have the pleasure of speaking with Jane Beddall, founder and principal of Dovetail Resolutions. Jane is a seasoned mediator, facilitator, and consultant, as well as a certified CINERGY® Conflict Management Coach and a Conflict Dynamics Profile® Certified Practitioner. She works with legacy families, family enterprises, and family offices to help individuals and families handle communication and conflict better. Jane is the host of the weekly podcast Crafting Solutions to Conflict, providing a practical and positive perspective on conflict. In 2014, she received The Honorable Robert C. Zampano Award for Excellence in Mediation, which recognizes and celebrates leadership, initiative, and creativity in mediation in Connecticut. The word "conflict" comes up often in our work with UHNW families and few people misunderstand its meaning, so Jane provides some useful foundational definitions. She defines what conflict is, both in general as well as in the context of family enterprises and family wealth situations and describes the different manifestations of conflict that are common among families of wealth. Jane zeros in on conflict within families and explains how families generally deal with different kinds of conflict and highlights the best ways for them to manage and cope with conflict in order to achieve the best possible outcomes for the family. Dealing with conflict is a sensitive subject, and many families are not familiar with the kind of resources that are available to them in this field. Jane describes the conflict resolution landscape and the different professionals out there, pointing out how families can decide whom to work with or whether to deal with the conflict on their own. Family advisors and service providers – even those who are not experts in conflict management – can get caught up in the middle of tense family situations. Jane offers her practical advice on how professional family advisors should deal with conflict in the family when they encounter it or get drawn into it. Enjoy this practical discussion with one of the most experienced and recognized practitioners in the field of UHNWE family conflict management.

    30 min
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About

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 and their trusted advisors approach ideas like philanthropy, governance, investing, and more.

Information

  • Creator
    Family Office Exchange
  • Years Active
    2019 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © 2025 FAMILY OFFICE EXCHANGE
  • Show Website
    FOXcast