FOXCast

Family Office Exchange
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FOXCast

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 approach ideas like philanthropy, governance, investing, and more.

  1. 14 НОЯБ.

    Coaching Enterprise Families to Achieve Long-Term Success with René Sonneveld

    Today, I am excited to speak with René Sonneveld, a Leadership and Family Business Coach and Honorary Consul General of the Kingdom of the Netherlands in Uruguay. René a has rich history as Managing Director, CEO, and Chairman at Fortune 500 companies and family-run businesses across four continents, and he now leverages this vast experience to coach leaders and corporate teams. Besides leadership and family enterprise coaching, René is deeply committed to sustainability. He aims to create a green hydrogen supply chain from South America to Europe. Throughout his career, René has served many multigenerational families and has found that often, as he puts it, there’s “an elephant in the room” that gets in the way of families collaborating effectively and achieving their goals. He talks about what “the elephant in the room” is and how to best approach it and, eventually, dispense with it. René eventually discovered coaching and dedicated his life to this noble calling. He shares his beliefs on why coaching is the best tool to empower families to succeed and how it helps eliminate “the elephant in the room” that holds them back. One technique René deploys in his coaching work is what he calls “the icebreaker”. He describes how it works and what the benefits families and family enterprises can reap from this practical tool. Families and family enterprises are complex organisms, commonly involving a great number of players who are entangled in complicated and often emotionally charged relationships. These can include family leaders, blood family, children, in-laws, advisors, to mention just a few key constituents. René offers his advice on when to bring in whom in the coaching process with the family in order to achieve the best results. Enjoy this insightful conversation with a world-renowned leadership coach and family advisor.

    40 мин.

  2. 7 НОЯБ.

    Serving Multigenerational Enterprise Families in Türkiye with Özge Doğan

    Today, I have the pleasure of speaking with Özge Doğan, Founder of Karman Beyond, Türkiye’s first independent multi-family office. Karman Beyond is a boutique advisory service for leading families in Turkey (and beyond) and Özge manages all the relationships with the firm’s client families. Özge is a next-gen member of a prominent Turkish family enterprise, and she founded her multi-family office firm in response to her own family’s wealth management needs – and the lack of an available solutions in Türkiye. We start with a quick overview of family enterprises and family wealth in Türkiye and Özge describes the most common profiles of enterprise families in the country, as well as the most pressing needs and challenges faced by enterprising families, and how are they dealing with these challenges. Özge outlines the current context of the family wealth and wealth management industry in Türkiye, and she talks about the ecosystem of family wealth advisory firms, service providers, and peer communities that serve multigenerational Turkish families. One practical advice Özge offers to Turkish families – which is probably relevant across other cultures as well – is to understand and embrace the next-generation mindset, including the generational differences in values, preference, investing styles, etc. Can you talk about that and how families can successfully apply this mindset. Another practical reality for families in Türkiye, and all over the world, is their increasing interest and exposure to global assets and jurisdictions, including investing, operating, and relocating across multiple geographies globally. Özge shares her views on the client needs and behaviors she is observing, and offers her recommendations for the knowledge, services, and resources families should seek to be successful in their global strategies. Please enjoy this enlightening conversation with a young rising-gen owner and founder of the first multi-family office in Türkiye.

    39 мин.

  3. 31 ОКТ.

    Investing in the Flourishing of the Entire Enterprise Family Ecosystem with Scott Peppet

    Today, I am delighted to welcome Scott Peppet, President of Chai Trust Company, the private company that administers trusts established for the benefit of members of Sam Zell’s family and that serves as the Zell family office. Scott was a Professor of Law at the University of Colorado from 2000-2018, where he focused on bargaining and dispute resolution, transactional law, and the complexities of multigenerational family enterprises. He is also an ordained priest and transmitted Soto Zen teacher in the related lineages of Kobun Chino Otakawa and Keibun Otakawa. He practices at the Hakubai Zen Center in Boulder, CO. Scott is a good friend of FOX, and he and the Chai Trust Company are long-time valued members of FOX and are very generous and insightful contributors to the FOX community. Throughout his career, Scott has seen and participated in his fair share of enterprise family journeys and has had the opportunity to observe and synthesize what it takes for families and their family offices to be successful. He shares his views and accumulated wisdom on the subject of what it takes for a family to be successful in the long run. We at FOX think and talk a lot about the concept of time capital – how we all deploy our most precious and finite asset. Scott points out that a simple yet powerful way to assess and guide the strategic role and effectiveness of a family office is to look at how it allocates and spends its resources – especially, how the family office leaders and employees spend their time. He describes the importance of – and potential cognitive dissonance associated with – how family office time capital is managed and expended. One practical suggestion Scott offers to families and their family offices is to invest in cultivating, educating, and engaging the whole ecosystem of human and intellectual capital that serves the family – not just the family members, but also the family office employees, and even all the external advisors who are integral to the family enterprise. To up-level and educate an entire system is such a tremendous undertaking and families are not the only ones who can and should lead and invest in it. All the other participants in the ecosystem also have a part to play. Scott provides his views on what family office executives and employees, as well as external advisors, should do to ensure the entire enterprise family ecosystem is flourishing. This is a must-hear conversation with one of the most prominent and celebrated thought leaders, practitioners, and enterprise family leaders in the family wealth and family office field.

    39 мин.

  4. 24 ОКТ.

    Generating Positive Impact Through the ACT Deposit Program with Brian Argrett

    Today, I’m excited to speak with Brian Argrett, Chair of the Board Directors and President and CEO of Broadway Financial Corporation and its banking subsidiary City First Bank, the largest Black-led minority depository institution (MDI) in the nation. Impact investing is an increasingly important topic for enterprise families and family offices. Our conversation today focuses on a truly unique and attractive avenue for positive impact available to enterprise families and family offices, which is made possible thanks to the Advancing Communities Together Deposit Program, or ACT – an innovative program that provides an easy and fully insured way for family offices to invest their excess cash directly in the financial institutions dedicated to lifting up communities in need. Brian describes the greater goals of the ACT program, why it is needed, what the issues or challenges it is meant to address, and what opportunities it is designed to unlock. The ACT Deposit Program was launched in the summer of 2024 by the national trade associations representing Community Development Financial Institutions (CDFIs) and Minority Depository Institutions (MDIs). Brian explains how the ACT program works and defines the role of CDFIs and MDIs in delivering the intended impact and benefits of the program. He shares his views on why this program has strong appeal to family offices and enterprise families. Delving into the practical details of how the ACT program functions, Brian details the mechanics of the program, including some of the key elements family members and family office executives should be aware of, such as minimum deposits, interest rates earned, minimum maturity, etc. Brian also talks about what families and family office leaders can do to get involved with and take advantage of the ACT program. He offers an overview of existing resources and tools for them to get educated and ready to participate and contribute to the positive impact of this program. Enjoy this timely and informative conversation with a leading champion of the ACT program and long-time thought leader and practitioner in the impact banking space.

    37 мин.

  5. 17 ОКТ.

    Catalyzing Family Member Engagement with Impact Strategies with Jason Ingle

    Today, I am delighted and honored to welcome Jason Ingle, founder and Managing Partner of Third Nature Investments, an integrated impact capital platform investing in the most promising innovations to address urgent and massive challenges we face within our most critical earth systems. Jason is a 5th generation member of the Ford family. He currently serves as the board chair for the family office and as a member of the investment and governance committees and is also a member of the family council and previously served as the chair, and he serves as a board director of the Ford Fund, the philanthropic arm of Ford Motor Company. Jason is a founding member of The ImPact, a membership network of family enterprises, including family offices, foundations, and businesses, that are committed to making investments with measurable social impact. The Enterprise Family/FO space is full of important and sometime baffling polarities – one prominent one is between promoting the “togetherness” of the family as a whole while concurrently enabling the “individuality” of each family member. Jason talks about how his family, and himself personally, dealt with this polarity of togetherness vs. individuality and found the right balance. FOX research among rising-gen family members shows that finding their role in the enterprise, and by extension their purpose more broadly, is a top priority – and often a pain point – for emerging family leaders and younger family members. Jason’s journey took him from being less involved and connected with the family enterprise to eventually playing a key role in the governance and leadership of the family. He shares how his journey unfolded and what he learned from it. One significant outcome of Jason’s personal journey within his family enterprise was his discovery of impact investing – and impact more broadly – as a core value and purpose to which he concluded he wants to dedicate his time, attention, and capital. He shares how that process worked and how he landed on this most important point of relevance to himself personally. Jason offers his suggestions and practical tips for family leaders and family members who are thinking about effectively catalyzing their rising-gen members and getting them more actively involved in the work and life of the family as a shared enterprise. Impact is possibly the most important priority and objective most enterprise families arrive at. Jason provides his suggestions for family members who are looking to either start their impact journey or become more involved in the global impact movement. He also describes the organization he is part of – The ImPact – and how families can get involved, contribute, and benefit from it. Don’t miss this unique conversation with a prominent family leader, philanthropist, entrepreneur and impact investor who is an active and generous member of the FOX community.

    39 мин.

  6. 10 ОКТ.

    Protecting the Security of All Forms of Family Capital with Dale Buckner

    This week, I am pleased to welcome Dale Buckner, CEO and President of Global Guardian, a leading provider of best-in-class security, medical and travel-related solutions. Dale is a decorated Combat-Commander with multiple combat tours and classified operations in Iraq, Afghanistan, Colombia, Haiti and Cuba and executed deployments to Russia, El Salvador, Honduras, Chile, Panama, Kuwait, and Qatar. He is a thought leader in the industry with recent features on CNN, Politico, NPR, The Hill, Bloomberg, Forbes, and other major media outlets. Dale, and his firm Global Guardian, are Premier Risk Management Resource Partners of FOX and we are excited to have the unique expertise they bring to our membership community. Having been involved in managing global security risks for the better part of 2 decades, Dale offers his analysis of how the threat environment has evolved for multigenerational enterprise families over the past 20-30 years. We are in a global environment punctuated by domestic polarization, regional conflicts, more frequent and destructive natural disasters, to name just a few of the major disruptors impacting families. Dale shares his views on the top threats that enterprise families and their family offices face today. The most common risk management tool families rely on is insurance. But how much can insurance actually do to mitigate the most significant risks families face? Dale goes over the limitations and loopholes of insurance coverage that families and family office need to be aware of. Technology now permeates everything the family office does, which both fuels remarkable advancements of productivity, speed, and quality of services the family can benefit from, but also creates significant new risks. Dale describes the current state of digital risks and cybersecurity for family offices and the families they serve. This is a highly insightful and instructive conversation with a deep expert, hands-on operator, and thought leader in the field of security and risk management for enterprise families and family offices.

    39 мин.

  7. 3 ОКТ.

    Helping Enterprise Families in Transition Flourish with Stacy Allred & Holly Isdale

    This week, I have the pleasure of speaking with Stacy Allred & Holly Isdale. Stacy is a Managing Director and Head of Family Engagement and Governance at J.P. Morgan Wealth Management. She serves on the faculty of the UHNW Institute and teaches for the Investment & Wealth Institute® (CPWA®) program. Holly is the founder of Wealthaven, a family office consulting firm she founded in 2010 after 20-plus years on Wall Street. She is also a Senior Advisor with Lansberg Gersick, a global consulting firm advising significant families on governance and succession planning. Holly teaches at Wharton and Cornell in their Executive Education programs for family office and family business members, including a new Wharton Family Office program in January 2025 for Family members seeking to explore family office governance and operation. Stacy and Holly are both members of Collaboration for Flourishing Families (CFF) and the Purposeful Planning Institute (PPI). They are both active in Family Firm Institute (FFI) and each hold certificates in Family Business Advising and Family Wealth Advising. In their work with families, Stacy and Holly are commonly brought in during a time of transition – between generations, between life stages, between wealth structures, between business, investments, or philanthropic activities – and they reflect on the most common challenges, considerations, and opportunities they believe families in transition face. Stacy recently co-authored The 10x10 Learning Roadmap: Advancing Flourishing in Families of Wealth with Stephen Goldbart & Joan DiFuria, who were on this podcast a couple of months ago. Stacy gives our audience a quick refresher on the 10x10 framework and points out how it can help families in transition and enable their long-term success. The 10x10 Learning Roadmap is a powerful and practical framework, but real-life situations sometimes don’t lend themselves perfectly to even the best of conceptual frameworks. Holly talks about how families and their advisors can “work around the framework” whenever they face complexities and idiosyncrasies resulting from their unique DNA and circumstances. Having talked about how family members and their external advisors can benefit from the 10x10 Learning Roadmap, Stacy focuses on the other entities and constituents that comprise the broader family enterprise, such as the family office, the family council, the various committee members, the trustees, etc. She provides her insights into how these diverse players who have widely ranging roles within or in support of the family can utilize the 10x10 framework to help the family flourish. Enjoy this illuminating and instructive conversation with two of the best recognized and celebrated practitioners and advisors in the family wealth and well-being space.

    43 мин.

  8. 26 СЕНТ.

    Mitigating Intergenerational Risks Through Holistic Family Healthcare with John Samuels

    Today, I have the pleasure of speaking with John Samuels, Founder and CEO of Better Health Advisors. For over 20 years, John served as a senior healthcare leader in New York City’s top hospitals including Northwell Health and Mount Sinai Beth Israel. As Assistant Vice President of Emergency Medicine, he was responsible for the operation of 16 emergency departments and a rapidly expanding network of urgent care centers. John is a licensed nursing home administrator in New York and New Jersey, and has served on the boards of directors for Mary McDowell Friends Academy, the Phillips School of Nursing at Mount Sinai Medical Center, the 360 Academic Sports Academy, the National Association of Healthcare Advocacy Consultants, and the Sepsis Alliance. John’s philosophy, which also underlies his company’s mission, is that superior healthcare planning and services are about mitigating risk intergenerationally. In our conversation, he elaborates on this way of thinking about healthcare and its implications for enterprise families of significant means. John also advocates for a wholistic approach to the health and wellness needs and solutions for enterprise families and their individual members. He tells us what he means by that and what is the scope of his definition of holistic healthcare. John then offers some practical tips and suggestions for families who want to be proactive about managing their health risks and wish to take a holistic approach to their healthcare needs and services. He also provides his practical advice for family members or family leaders who find themselves in a reactive or urgent situation involving the health of a family member, sharing some of the resources or actions they should consider in these critical situations. This is a must-hear conversation with a leading domain expert in the field of generational family wellness and holistic healthcare for enterprise families.

    28 мин.
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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 approach ideas like philanthropy, governance, investing, and more.

Информация

  • Автор
    Family Office Exchange
  • Годы выхода
    2019 - 2024
  • Выпуски
    96
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2024 FAMILY OFFICE EXCHANGE
  • Сайт подкаста
    FOXCast

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