Preview Mode Links will not work in preview mode

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.

Applying Family Systems Theory to Deepen Family Connections with Ellen Perry

Sep 28, 2023

Today, I have the pleasure of speaking with Ellen Perry, founder and Managing Partner of Wealthbridge Partners. In 1989, Ellen co-founded GenSpring Family Offices, which became one of the leading fee-only multifamily office firms and was acquired by SunTust Bank in 2001. The GenSpring brand continues to this day as part...

Readying Future Generations Amidst Constant Change with Joline Godfrey

Sep 21, 2023

I am absolutely delighted to speak today with Joline Godfrey, highly respected family advisor, educator, and author of many books, including the all-time classic “Raising Financially Fit Kids”. In 1992, Joline founded An Income of Her Own, the first non-profit focused exclusively on financial education for girls...

Building a ‘Last 8% Culture’ of Strong Connection and Courage with Bill Benjamin

Sep 14, 2023

I am speaking today with Bill Benjamin, partner at the Institute for Health and Human Potential (IHHP), and an expert in emotional intelligence, performance, and leadership. Recently, Bill delivered a keynote address at the 2023 FOX Family Office & Wealth Advisor Forum in Chicago to some 130 FO professionals, which was...

Creating an Owner’s Manual for the Family Enterprise with Josh Kanter

Sep 8, 2023

This week, I’m speaking with Josh Kanter, Principal at Josh Kanter Wealth Advisory Services and Founder of leafplanner. Over the past 20 years, Josh has been an “owner-operator”, leading his family’s family office and consulting with other families. He is a long-time FOX member and an active and valued...