FOXcast

Family Office Exchange

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. Creating a Durable Family Enterprise with Stephan Roche

    2h ago

    Creating a Durable Family Enterprise with Stephan Roche

    Today, I am excited to speak with Stephan Roche, a Partner at BanyanGlobal, a family enterprise advisory firm. Stephan joined the firm after more than a decade as a family office and investment executive. Most recently, he was CEO of Walton Enterprises, the family office for the Walton family. He also served as COO for Cascade Asset Management, the private investment office for Bill Gates and the Gates Foundation. An inaugural member of the UChicago Booth School's Family Office Initiative advisory board, Stephan also serves on the boards of Silver Ventures, a family-owned enterprise based in San Antonio, TX, and Guidant Financial Group, a closely held small business financial services firm based in Boise, Idaho. Stephan's expertise is in family enterprise governance, family office strategy, and family wealth stewardship. Stephan worked with some of the most successful and influential families in the world and has had the opportunity to analyze the ingredients of their enduring success. He shares his experience on what it takes to create a durable family enterprise. Stephan points out that durable family enterprises need to strike the right balance between their focus on financial capital vs. human capital. He talks about the importance of this balance, and especially the significance of human capital for the long-term success of family offices and enterprises. An important dimension for families in their quest for a durable enterprise is their philosophical and practical stance towards technology. Stephan explains how technology plays into the professionalization and sustainability of the family enterprise and family office and how families can best align their adoption of frontier technologies, such as AI, with their shared values and purpose. Another important practical dimension that each family enterprise must deal with almost constantly is leadership succession. Stephan provides important leadership succession tips and lessons he would offer families who are striving to build a durable family enterprise. Do not miss this deeply informative conversation with one of the veteran operators, leading advisors, and prominent thought leaders in the enterprise family wealth and family office space.

    41 min
  2. Building a Resilient Family Enterprise Amidst a Growing Insurability Crisis With Pete Walther

    Jun 18

    Building a Resilient Family Enterprise Amidst a Growing Insurability Crisis With Pete Walther

    Today, it is my pleasure to speak with Pete Walther, President and CEO of Marsh McLennan Agency Private Client Services, a Marsh business dedicated to serving the unique needs of family offices. Pete also leads the strategy for Marsh Global Family Office Solutions, which extends beyond traditional insurance solutions to include investment solutions, wealth and tax optimization solutions, executive liability and extortion solutions, and risk advisory services, all aimed at addressing the most pressing matters of family offices. Beginning his career in banking, Pete spent seven years structuring and managing a senior debt portfolio of highly leveraged commercial clients. He joined Marsh in 1995 to help launch its Private Equity and Mergers & Acquisitions (PEMA) practice. Over the subsequent 15 years, he has led several businesses within the firm, including PEMA North America, Global Alternative Risk Solutions, Marsh Midwest Zone, and PEMA Asia-Pacific based out of Australia. Pete, and his firm Marsh, are valued long-term members of the FOX Industry Leaders Council and we are very proud to have their expertise as part of the FOX membership community. Nowadays, families – even those at the top of the wealth pyramid – are facing significant disruptions with the insurability of many of their assets. Pete describes the challenges families and their family offices are experiencing with insurability and what difficulties that creates for them. Pete outlines the main factors driving these insurability challenges and shares his overview of the major trends that are driving these disruptions. One important practical consideration Pete emphasizes to families is to develop and maintain a "prevention vs. recovery mindset". He explains what that means and postulates the key principles of a strong and healthy prevention mindset. Another important practical tip Pete has for families and family offices is to invest in grassroots literacy, education, and design thinking. He elaborates on that and shares what other opportunities and trends are giving him personally hope for the future resilience of families and their family offices. Do not miss this highly instructive conversation with one of the top thought leaders and practitioners in the risk management and insurance industry serving top UHNW families, their enterprises, and their family offices.

    39 min
  3. Creating a Positive and Engaging Spousal Integration Process with Sarah Thorpe Scott

    Jun 11

    Creating a Positive and Engaging Spousal Integration Process with Sarah Thorpe Scott

    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 navigating the moments that matter, including succession, wealth transfer, leadership transitions, governance decisions, and spouses marrying into family systems. Her work focuses on the emotional and relational dynamics that often sit beneath these moments, helping families prepare the next generation for leadership and stewardship while strengthening the dialogue and trust required for long-term success across generations. Sarah is the Founder of Thorpe Scott Coaching & Advisory, Coach-in-Residence at Bedrock, a global multi-family office with offices in Geneva, London, and Monaco, and a Special Advisor to Horizons, a member network of millennial next-generation leaders and investors. Sarah began her career in investment banking at Credit Suisse in New York and later worked across leading media organizations including CNBC and Forbes. She went on to hold senior leadership roles at The New York Times, where she became Managing Director, EMEA, leading global teams and executing dozens of complex, multi-million-dollar partnerships with multinational organizations across virtually every major industry. Married into a fifth-generation family enterprise herself, Sarah brings both professional rigor and lived experience to her work with family offices, next-generation leaders, and the executives and advisors who work alongside them. She has served as Chair of the Young Vic Development Board and the Duke UK Alumni Board. We delve into the topic of spousal integration into UHNW families and the experiences of spouses within the broader family enterprise. We start by having Sarah sharing her observations on how family structures see and treat spouses today, and how enterprise family systems are organized to receive and engage spouses and in-laws. Sarah describes how spousal integration works presently, outlining the typical experience of a spouse joining a multigenerational family of wealth. She highlights some of the common challenges faced by spouses entering these sometimes-complex family systems. One common, and often controversial, practical tool that is part of the spousal integration process is the prenuptial agreement. Sarah shares her thoughts and lived experiences on how well prenups work and offers her views on where there may be room to improve and enhance the experience of the soon-to-be-married couple going through the process. Finally, Sarah lays out her vision and roadmap for a better spousal integration process, including the elements, the approach, and the spirit that can provide a more positive, engaging, and pleasant experience for spouses and the entire family. Enjoy this illuminating conversation with a highly regarded family member-turned-practitioner providing thought leadership in the spousal integration topic that impacts every enterprising family.

    46 min
  4. Aligning the Family Around a Shared Philanthropic Strategy with Deborah Goldstein

    Jun 4

    Aligning the Family Around a Shared Philanthropic Strategy with Deborah Goldstein

    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, Deborah helps clients align their values with their giving so they can give with clarity and confidence. She is the creator of Philanthropy Camp for Women, an opportunity for women to explore their giving and learn in community. Deborah has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. She is a 21/64-certified consultant and co-Dean of Philanthropy for the Purposeful Planning Institute. Philanthropy is an important and powerful force in the world in general, but it is also a fundamental pillar of how successful families deploy their hard-earned capital. Deborah offers her view on philanthropy for families, explaining why it is important, what purpose it serves, and how to best unleash its full potential and impact. Going deeper into the different archetypes of family principals and family members who are engaged in or inspired by philanthropy, Deborah delves into the topic of philanthropy for women and talks about the unique aspects of how women approach and engage with philanthropic giving. Deborah has created Philanthropy Camp for Women and she describes for our audience the concept, the thesis, and how the camp experience works and creates value for the female principals who attend it. Deborah has developed and frequently utilizes various practical tools to help philanthropists understand and overcome the challenges that may stand in the way of their charitable giving. She highlights some of the diagnostic tools and frameworks that she uses to help philanthropic families get unstuck, align around a shared vision, and successfully achieve their philanthropic strategies. Enjoy this informative conversation with a leading philanthropic advisor serving top UHNW families and their family offices.

    31 min
  5. Strengthening Families' Trust in Private Investing Markets with John Claisse

    May 28

    Strengthening Families' Trust in Private Investing Markets with John Claisse

    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 dynamic beta. Founded in 1994, Albourne has over 350 clients with over $750bn invested directly in alternative investments. John is an equity partner and member of Albourne's Executive Committee and chairs the firm's Corporate Planning Council, which comprises Albourne's function and region heads. He helped develop the firm's proprietary risk analytics, was formerly the Senior Analyst for quantitative equity strategies and multi-strategy hedge funds and later headed up the firm's portfolio group. John remains a Portfolio Analyst working with several public and corporate plans, large endowments, and foundations. He also serves on the Advisory Board of the University of Sussex Business School, on the Board of Trustees of Standards Board for Alternative Investments (SBAI), and on the Governing Board of The Robert Toigo Foundation. John, and his firm Albourne, are valued Advisor members of FOX, and we are privileged to have their knowledge and expertise in our membership community. In today's world of major technological, geopolitical, and regulatory disruptions, family offices and their investment teams are facing a crisis of trust. John describes the current context and the challenges family offices experience pertaining to trust in investing. He shares an overview of the various conflicts of interest that exist in today's investing landscape that family offices need to be aware of and prepared to manage. John outlines the different trust-affirming models and practices that family offices can adopt and lean on to find and build trust in today's investing marketplace. There is an emerging ecosystem aimed at promoting greater trust in investing. John talks about the groups and players in the investing landscape who play a role in strengthening investors' trust and confidence in both public and private market mechanisms. Don't miss this illuminating conversation with one of the leading providers of investment advice, research, and mid- and back-office implementations to family offices, as well as public and private institutions.

    34 min
  6. Helping Families Purposefully Navigate Their Multigenerational Journey with Valerie Galinskaya

    May 21

    Helping Families Purposefully Navigate Their Multigenerational Journey with Valerie Galinskaya

    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 themselves, their families, and their communities. Her insights have been featured in leading publications and outlets such as The Wall Street Journal, The New York Times, Barron's, Bloomberg, Yahoo! Finance and CNBC. Valerie rejoined Merrill in 2014 after serving as Project Leader at the Boston Consulting Group (BCG) in New York. She was a 2025 ThinkAdvisor Luminaries Thought Leader of the Year, a 2025 InvestmentNews Women to Watch Financial Literacy Champion Finalist, a Crain's New York Business 40 Under 40 Honoree and a 2024 WealthBriefing Outstanding Contribution to Wealth for Good Initiatives Winner. She is a member of the Forbes Finance Council, Purposeful Planning Institute, Family Firm Institute and Collaboration for Family Flourishing. Valerie enjoys volunteering to encourage education and financial literacy, supporting the efforts of Public Education Needs Civic Involvement in Learning (PENCIL) and serving as former Associate Board Member of City Year New York. Valerie works with many families, and especially with the younger rising-gen members of these families. She tells us about some of the top goals and anxieties she encounters among families and their rising future generations. She then, delves into some of the external themes and trends that, in her experience, are impacting families most today. Throughout Valerie's years of work with enterprising multigenerational families, she has witnessed many who have struggled and many who have flourished. She outlines the most common and impactful areas of best practices that she has identified among the most successful families she has worked with. Valerie wraps up by offering her practical advice and tips for family members looking to navigate their collective enterprise journey. She also provides valuable suggestions and tips for family office executives and external advisors serving families. Do not miss this engaging conversation with a leading practitioner and thought leader in the family wealth advisory space.

    29 min
  7. Resolving Family Conflicts Through Restorative Communication With Will Bledsoe

    May 14

    Resolving Family Conflicts Through Restorative Communication With Will Bledsoe

    Today, I am delighted to speak with Will Bledsoe, founder of Restorative Way, a company that provides training and program implementation for schools, individuals, organizations and businesses to recognize trauma, resolve conflict and engage with challenging behavior. In addition to his private consultation practice, Will is currently a professor of communication in the Isaacson School for Communication, Arts, and Media at Colorado Mountain College. Will holds a doctorate in communication from the University of Colorado, Boulder, and a master's degree in religious studies, also from CU. While at the university he taught courses in conflict management, group communication, global peace & conflict studies, community justice, social justice, the rhetoric of campaigns and social movements. In the religious studies department, he taught a course in Native American religious traditions. In 1999 Will was he was awarded Outstanding Scholarship Recognition by the National Honor Society of Religious Studies/Theology. He has facilitated over 1000 mediation encounters using a range of restorative models including victim/offender dialogue, family-group conferences, community-group conferences, and peacemaking circles for various municipal and district courts, schools, families, family businesses, and workplaces. Will is the author of The Restorative Way: Harnessing the Power of Restorative Communication to Mend Relationships, Heal Trauma, and Reclaim Civility One Conversation at a Time (2024). Will specializes in the field of restorative communication, especially restorative conflict resolution. He provides a definition for our listeners of restorative conflict resolution and describes the purpose and the practice of restorative communication. Relationship challenges and interpersonal conflict are common in most families. Will tells us how restorative conflict resolution can help families manage and resolve conflicts and describes his work with families who struggle with conflict and fractured relationships. Next, we look at the practical applications of Will's expertise. He describes the method of restorative conflict resolution, detailing the tools, frameworks, and approaches inherent in the practice of restorative conflict resolution. Communication is a critical component of restorative conflict resolution. Will talks about the importance of communication skills and offer some of your tips for developing and applying restorative communication among family members. Enjoy this instructive conversation with one of the leading practitioners of restorative conflict resolution in support of UHNW families.

    47 min
  8. Studying the Connection Between Family Office Culture and Value Creation with Alexander Hayward

    May 7

    Studying the Connection Between Family Office Culture and Value Creation with Alexander Hayward

    Today, I have the pleasure of speaking with Alex Hayward, Executive Fellow, Family Offices and Private Capital at London Business School. Alex is a seasoned expert in Family Offices, with extensive experience building, reviewing, and optimizing Family Offices across the UK, Europe, the US, Dubai, and Australia. Over the past 15 years, he has analyzed more than 100 Single Family Offices, evaluating their structures, operations, and investment strategies. Alex draws on this broad experience to lead London Business School's work on value creation within Family Offices, examining how leading Family Offices develop their strategy, operations, and culture to support long-term growth. Alex also serves as an independent director to a Family Office in London, supporting a third-generation multi-billion family. Alongside this role he chairs the Family Office Community at Said Business School, University of Oxford, Ownership Project 2.0. Alex is a long-time friend and collaborator of FOX and a valued alumnus of the FOX team. Alex has done significant research into the importance of organizational culture among investment management, and its significance in explaining and driving performance of investment teams. He tells us what his research shows and highlights what both clients and members of investment teams can learn from it. We then focus more narrowly and look at the role of culture within family offices. Alex shares his views on how culture contributes to the value creation at the family office and the ability of family office teams to drive meaningful outcomes for their principals. Impact is frequently among the top objectives that family members seek to pursue individually or collectively with the support of their family office. Alex talks about his work and research on the effect of family office culture on the family's impact strategy, and the ability of family members to find and follow their individual pathways for self-realization and impact. Alex has also studied the effect of grief on the ability of families to make decisions and achieve growth. He shares his findings on how grief and other emotions impact UHNW family strategies and their collective activities within the family enterprise, including investing, philanthropy, social impact, etc. Enjoy this insightful conversation with one of the foremost academics and practitioners in the family wealth and family office space.

    35 min

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.

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