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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. 10

FOXCast: Private Equity Fund and Direct Investing in Today's Market

Oct 31, 2019

In this episode, Todd Kellerman and Tim Wray from V3 Limited discuss lessons learned from the past and current trends in private equity fund and direct investing. V3Limited provides customized investment advice, active management,and realization execution services for Advisors and Investors holding Tail End private...

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FOXCast: Philanthropy and Next Generation Success

Oct 7, 2019

In this episode, Jacqueline Valouch, head of philanthropy at Deutsche Bank Wealth Management talks about the role of philanthropy in onboarding the next generation, creating successful partnerships within your family, and even working with other families to make a larger impact.

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