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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.

Wealth 3.0 with Jim Grubman

Sep 22, 2022

FOX Learning and Leadership Consultant Jeff Strese sits with Family Wealth Consultant Jim Grubman to discuss Jim's upcoming session at the 2022 FOX Family Forum and the new wealth management approach coined by Jim, Wealth 3.0.

To learn more about the 2022 FOX Family Forum and to...

The Time is NOW for your Rising Gen

May 25, 2022

In this episode, Learning Center Program Manager Allison Lawshe and Chief Learning Officer Mindy Kalinowski discuss Mindy’s upcoming whitepaper, The Time is NOW for your Rising Gen. In the article, Mindy cautions families on waiting too long to involve their future family leaders. Outlaying personal quotes from...

FOX's Family Advisor Training Program

Apr 7, 2022

FOX Learning Center Program Manager Allison Lawshe sits with FOX Learning and Leadership Consultant Jeff Strese and Managing Director David Toth to discuss the new Family Advisor Training Program.

The program features a paced learning approach with a cohort of peer advisors and family office professionals that begins...