FOXcast

Family Office Exchange
  • 4.9 (24)
  • Investing
  • Biweekly

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. 1d ago

    Preparing Inheritors for the Quantitative Demands of Their Future Role with Sophia Pacifico Griffini

    Today, I am delighted to welcome Sophia Pacifico Griffini, CEO and Founder of Finance Talks. Inspired by her own experience growing up as a second-generation family member with little guidance on personal finance and investment decision-making, and now as someone married into a sixth-generation family, Sophia founded Finance Talks to help rising-generation family members develop the knowledge, confidence, and decision-making skills needed to steward wealth responsibly. Prior to launching Finance Talks, Sophia built her career in wealth management, advising high-net-worth and ultra-high-net-worth families, private foundations, nonprofits, and corporations on investment strategy and portfolio management. In addition to her work with Finance Talks, she remains actively involved in her family's hedge fund business. Today, Sophia works directly with families, inheritors, institutions, and advisors to foster meaningful next-generation engagement and prepare future leaders for their roles within the family enterprise. Sophia shares her perspective on inheritor readiness and explains why preparing the next generation requires both emotional intelligence and intellectual capability. She discusses the multidimensional nature of successor preparation and explores the skills, experiences, and developmental milestones that contribute to successful stewardship of family wealth and enterprise. A central theme of our conversation is the quantitative, or IQ, dimension of inheritor readiness. Sophia outlines the financial knowledge and analytical competencies that next-generation family members need to effectively participate in decision-making, evaluate opportunities, and fulfill their responsibilities as future owners, leaders, and stewards. Sophia also offers practical guidance on how families can create effective learning environments for rising-generation family members. She discusses the importance of finding the right teachers, mentors, and educational resources, and explains how families can balance structured learning with real-world exposure and hands-on experience to accelerate growth and confidence. Enjoy this insightful conversation with a next-generation educator and wealth management professional on how families can better prepare inheritors for the financial and quantitative demands of their future roles while fostering long-term family success.

    Preparing Inheritors for the Quantitative Demands of Their Future Role with Sophia Pacifico Griffini

  2. Oct 22

    Engineering a Successful Transfer of Family Capital and Wisdom With Ken Costa

    Today, I have the pleasure of speaking with Ken Costa, a prominent investment banker, author, philanthropist, and trusted advisor whose career has spanned more than four decades. Born in South Africa, Ken was active in the anti-apartheid movement as a student leader before embarking on a distinguished career in global finance. He has held several senior leadership positions, including Chairman of UBS Investment Bank for Europe, the Middle East and Africa, Chairman of Lazard International, and Co-Chairman of Alvarium Investments, a global multi-family investment office. Over the course of his career, Ken has advised major international companies, families, and sovereign wealth funds on some of the most significant transactions of recent decades, including the sale of Harrods. Alongside his work in finance, he has dedicated considerable time to philanthropy and service, supporting organizations such as Great Ormond Street Hospital, The Nelson Mandela Children's Fund, and the Archbishop of Canterbury's Lambeth Trust. He is also the author of several books, including his latest, The 100 Trillion Dollar Wealth Transfer: Will the Handover from Boomers to Gen Z Revolutionize Capitalism? Ken shares his perspective on the historic transfer of wealth now underway and explains why this generational handoff represents far more than the movement of financial capital. He discusses the significance of the estimated $100 trillion transition and explores the opportunities and challenges families face as they prepare the next generation to steward wealth responsibly. A central theme of our conversation is the transfer of intangible family assets, including wisdom, relationships, values, and purpose. Ken explains why these forms of capital are often more difficult to pass on than financial assets and offers insights into how families can become more intentional in preparing future generations for leadership and stewardship. Ken also discusses the importance of a "co-" mindset, emphasizing collaboration, co-creation, and shared ownership in designing the future of the family enterprise. He shares practical guidance for family office professionals, advisors, and family leaders seeking to build stronger partnerships and facilitate successful transitions across generations. Enjoy this insightful conversation with a globally respected advisor on how families can thoughtfully transfer both wealth and wisdom while preparing future generations to flourish.

    Engineering a Successful Transfer of Family Capital and Wisdom With Ken Costa

  3. Oct 15

    Embracing the Power of Joy Within the Family with SC Perot

    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 pursue her lifelong passion for teaching and helping others better understand themselves and the world around them. Today, SC serves as an Adjunct Faculty member in Vanderbilt University's Human and Organizational Development department, where she teaches students about purpose, leadership, and human connection. Her debut book, Styles of Joy, explores how individuals can discover and express joy as a practice rather than a personality trait. Through her writing and speaking, she has become a sought-after voice on joy, resilience, reinvention, and the importance of showing up authentically in both personal and professional life. SC shares the personal story that led her to embrace joy as both a passion and a calling. She reflects on the experiences that shaped her perspective and explains why joy has become such a central focus of her work. She also explores the meaning of joy, how it differs from happiness, and why cultivating joy can have a profound impact on well-being, relationships, and personal growth. A central theme of our conversation is how individuals and families can better understand the unique sources of joy in their lives. SC discusses the concept of a "joy profile," a tool she developed to help people identify what brings them fulfillment and connection. She explains how families can use this framework to better understand one another, strengthen relationships, and create environments where family members can flourish. SC also shares practical guidance on protecting sources of joy and learning to appreciate the diverse ways others experience it. She offers valuable insights on how families can foster greater empathy, acceptance, and understanding while creating space for each individual to thrive. Enjoy this uplifting conversation with a passionate educator and author on the transformative power of joy and how families can cultivate stronger relationships, deeper connections, and more meaningful lives together.

    Embracing the Power of Joy Within the Family with SC Perot

  4. Oct 8

    Cultivating an Emotionally Intelligent Family System With Rich Hua

    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 Leadership framework, centered on Empathy, Purpose, Inspiration, and Connection, and founded EPIQ Leadership Group to help executives and organizations build adaptable, resilient, and high-performing cultures that remain deeply human. Prior to founding EPIQ Leadership Group, Rich served as Chief EQ Evangelist and Worldwide Head of EPIC Leadership at Amazon, where he created the EQ@Amazon initiative. Through that effort, he helped bring emotional intelligence principles to more than 1.5 million leaders, employees, customers, and partners worldwide. Throughout his career, Rich has worked alongside leading researchers in emotional and social intelligence, translating decades of scientific research into practical tools and frameworks that can be applied in everyday leadership and organizational settings. Rich shares his insights into emotional intelligence, including what it is, how it is developed, and why it is such a critical ingredient for individual and collective success. He discusses the key discoveries that have shaped his work and explains how emotional intelligence can be intentionally cultivated through daily habits, behaviors, and practices. A central theme of our conversation is the application of emotional intelligence within the family system. Rich explores the qualities that define emotionally intelligent families and highlights the behaviors, communication patterns, and relationship dynamics that enable families to thrive across generations. He explains how empathy, trust, purpose, and connection can become foundational elements of a healthy family culture. Rich also offers practical guidance for family leaders, rising-generation family members, family office professionals, and trusted advisors seeking to strengthen emotional intelligence within their family systems. He shares actionable strategies for overcoming common challenges, fostering meaningful relationships, and creating environments where individuals and families can flourish over the long term. Enjoy this insightful conversation with a leading expert in emotional intelligence on how families can cultivate stronger relationships, develop healthier family cultures, and unlock the full potential of their family capital.

    Cultivating an Emotionally Intelligent Family System With Rich Hua

  5. Oct 1

    Leveraging Luxury Travel as a Family Engagement Tool With Teresa Chope & Connor Gribbon

    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 executive in the biotech and pharmaceutical industries, she recognized that family travel was often missing the depth of engagement and personalization needed to create meaningful shared experiences. More than twelve years ago, she founded Gallivant on the belief that travel is one of the most powerful tools families can use to build human capital, strengthen relationships, and foster a shared sense of purpose across generations. Connor leads strategy and partnerships at Gallivant. He began his career in luxury real estate before earning his MBA from Columbia Business School and pursuing his passion for bespoke travel. At Gallivant, he works closely with client families, supports rising-generation engagement, and helps cultivate partnerships across the wealth advisory, multifamily office, and family office communities. Teresa and Connor discuss the evolving landscape of luxury family travel and the trends reshaping how enterprising families approach travel experiences today. They explain how families are increasingly seeking purposeful, highly personalized travel that goes beyond recreation and serves broader family objectives. A central theme of our conversation is the role of travel as a tool for family engagement and development. Teresa and Connor explain how thoughtfully designed travel experiences can strengthen family bonds, foster communication, expose rising-generation family members to new perspectives, and help families create lasting memories and shared values. One practical tool they highlight is the Gallivant Mosaic, a visioning and planning framework designed to help families align travel experiences with their goals, interests, and aspirations. They also share practical recommendations for family principals, family office executives, and trusted advisors on how to plan and leverage travel as a catalyst for purpose, connection, and togetherness. Enjoy this insightful conversation with two leaders in luxury family travel on how families can use shared experiences to strengthen relationships, engage the rising generation, and build family capital across generations.

    Leveraging Luxury Travel as a Family Engagement Tool With Teresa Chope & Connor Gribbon

  6. Sep 24

    Embracing a 'Left of Loss' Risk Management Mindset With Robert Raymond

    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 multigenerational risk management, working with families, their advisory teams, and key stakeholders to help eliminate balance sheet exposure to negative liquidity and other preventable risks. Bob currently serves as a member of HUB's National Private Client Council and Chair of its Technology Sub-Committee. Prior to joining HUB, he served as Assistant Vice President with Marsh Private Client Services, where he advised international family offices. Throughout his career, Bob has combined deep expertise in risk management with a passion for helping families take a proactive approach to protecting their wealth, assets, and legacy. Bob introduces the concept of being "left of loss," a risk management philosophy that encourages families to anticipate and address risks before they become costly problems. He explains why proactive planning is often more effective than reactive solutions and outlines how families can build a culture of preparedness across their enterprises and households. A key theme of our conversation is the broad spectrum of risk management strategies available to families and family offices. Bob discusses why insurance is only one component of a comprehensive risk framework and explores the role of advisory services, self-insurance strategies, governance practices, and other tools that can help families protect both financial and non-financial assets. Bob also shares practical guidance on managing the increasingly complex risks facing today's families, including property, liability, and cybersecurity concerns. He highlights actionable tools, checklists, and resources that families and their family offices can utilize to strengthen their risk management programs and improve resilience in an evolving environment. Enjoy this insightful conversation with a leading risk management strategist on how families can embrace a proactive mindset, expand their risk management toolkit, and better protect their assets and legacy for generations to come.

    Embracing a 'Left of Loss' Risk Management Mindset With Robert Raymond

  7. Sep 17

    Aligning the Investment Function and Mandate with the Family's Needs With Karen Harding & Stacey Flier

    Today, I have the pleasure of speaking with Karen Harding and Stacey Flier of NEPC, a full-service investment consulting firm serving governments, institutions, families, and individuals. Karen is a Partner and Team Leader of NEPC's Private Wealth Team and serves on the firm's Governance Board and Women's Leadership Forum. Prior to joining NEPC, she spent twenty-one years at CTC | myCFO and its predecessor companies in a variety of leadership roles, and previously worked as a Senior Analyst and Investment Manager Specialist at R.V.K. Stacey is a Principal and Senior Consultant at NEPC with more than 25 years of experience advising private wealth clients and family foundations on investment portfolio strategy. Before joining NEPC, she served as Director of Investment Advisory Services at CTC | myCFO and earlier worked as an Employee Benefits Analyst at U.S. Bank. Stacey is a Chartered Financial Analyst and is actively involved in several professional and community organizations focused on investment management and governance. Karen and Stacey share their perspectives on how the investment needs, preferences, and expectations of families and family offices have evolved over the years. Drawing on decades of experience advising ultra-high-net-worth families, they discuss the growing complexity of the investment function and the increasingly sophisticated approaches families are taking to achieve their objectives. A key theme of our conversation is the institutionalization of investment management within family offices. Karen and Stacey explain how this trend is reshaping the way families organize their investment activities and evaluate the outsourced CIO, or O-CIO, model. They discuss the benefits, challenges, and considerations involved in determining whether to build investment capabilities internally or leverage external expertise. The discussion also explores the impact of family dynamics and generational change on investment strategy and governance. Karen and Stacey describe how the values, priorities, and expectations of rising-generation family members are influencing investment philosophies, organizational structures, and decision-making processes across family offices. Enjoy this insightful conversation with two experienced investment advisors on how families can align their investment function, governance, and mandate with their long-term goals and evolving needs.

    Aligning the Investment Function and Mandate with the Family's Needs With Karen Harding & Stacey Flier

  8. Sep 10

    Matching Talent to the Unique Culture of Family Principals With Donald Cunningham

    Today, I am delighted to speak with Donald Cunningham, Head of Family Office and Chief of Staff to a senior member of the Qatari royal family. Donald is a family office executive, advisory board member, and trusted confidant with more than 20 years of professional experience spanning single-family offices and investment banking. Over the last twelve years, he has advised ultra-high-net-worth principals and their families, leading operations and multidisciplinary teams, overseen both portfolio and option-value assets, and managing complex projects across multiple global jurisdictions. Donald has held senior leadership roles in prominent family offices in London and New York, where he advised principals on strategic operations and helped build and lead high-performing teams. He began his career in capital markets and special situations M&A, and his experience combines a strong foundation in banking, hands-on operating experience within family offices and portfolio companies, and a proven ability to cultivate trusted relationships. Donald shares his insights into the unique psychology of wealth owners and family principals, drawing on years of experience working closely with some of the world's most prominent and influential families. He discusses the cultures these principals create the opportunities and challenges that arise within those environments, and the qualities that distinguish successful family office professionals. A central theme of our conversation is the importance of matching talent to the principal's culture. Donald explains why technical expertise alone is often insufficient in a family office setting and outlines the characteristics, competencies, and personal attributes that contribute to a successful fit between principals and key employees. Donald also offers practical guidance for both principals and candidates navigating the hiring process. He highlights the importance of asking the right questions to assess cultural fit and shares his recommendations for evaluating whether a working relationship is likely to succeed. In addition, he discusses the role of face time and personal interaction in building trust, developing strong instincts, and fostering long-term professional success. Enjoy this insightful conversation with a seasoned family office executive on the art of aligning talent, culture, and leadership within the unique world of enterprise families and family offices.

    Matching Talent to the Unique Culture of Family Principals With Donald Cunningham
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Ratings & Reviews

4.9
out of 5
24 Ratings

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
    © 2026 FAMILY OFFICE EXCHANGE
  • Show Website
    FOXcast

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