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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. All Episodes
  2. 2019
  3. 05

FOXCast: A No-Regrets Approach to Philanthropy with Susan Colpitts of Signature Family Wealth Advisors

May 22, 2019

We sit down with Susan Colpitts, one of the founders of Signature Family Wealth Advisors and Signature's Chief of Client Experience. She talks about approaching estate planning in a way that alleviates anxiety and seriousness through planning. She also presents a refreshingly unique strategy around philanthropy.

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FOXCast: Mindfulness Around the Trustee/Beneficiary Relationship

May 3, 2019

In this episode we sit down with Ruth Easterling, Managing Director of Member Services at FOX. Ruth, an expert in the development of private trust companies, discusses the impact of language on the trustee/beneficiary relationship. She also gets into the importance of having a strong family culture, transparency in the...

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