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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.

FOXCast: There's No Such Thing as a No-Impact Investment

Jun 19, 2019

"Every investment dollar has an impact." In this episode, Paulina Cromwell covers recent trends in values-aligned investing and discusses how families and family offices are thinking about aligning their capital with their values.

FOXCast: Investment Programs for Families with Dan Tarlas of Asset Consulting Group

Jun 4, 2019

In this episode, we sit down with Dan Tarlas, Senior Managing Director at Asset Consulting Group (ACG). Dan talks about what it takes to partner with families as an investment consultant, always representing the family's best interest and tailoring investment programs that will work for each member of the family. He...

FOXCast: Is it Time for a Life Insurance Audit?

Jun 3, 2019

What is the difference between a life insurance review and a life insurance audit? Steve Herlihy, Senior Partner at Wellspring Associates joins us to shed some light on some life-insurance-related topics that families should know more about. Steve describes why even the most sophisticated families can benefit from an...