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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.

Mar 28, 2024

This week, I’m especially honored to welcome Dimitar Tsotsorkov, Chairman of the Supervisory Board of Asarel-Medet, the largest and most advanced copper mining and processing company in Bulgaria. Dimitar is the G2 family leader of the Tsotsorkov family, former Chairman of the Management Board of the family’s...


Mar 21, 2024

This week, I have the pleasure of speaking with Maryann Fernandez and Paul McKibbin, co-founders of Shaking the Tree Interactive Productions, an independent educational nonprofit that uses theater and interactive audience forums to teach family dynamics and to promote philanthropy. Maryann is currently Managing Director...


Mar 14, 2024

Today, it is my pleasure to speak with Ned Rollhaus and Luke Jernagan of Matter Family Office, a purpose-driven multi-family office firm serving multigenerational families of wealth. Ned is a Partner at Matter and sees himself as a thought partner, coach, and facilitator for families at every stage of their wealth...


Mar 7, 2024

Today, I am delighted to welcome Coventry Edwards-Pitt, CFA, CFP®, Partner and Chief Creative Officer at Ballentine Partners, an independent multi-family-office firm. Covie is the author of three popular books: Raised Healthy, Wealthy & Wise, Aged Healthy, Wealthy & Wise, and Engaged Healthy, Wealthy & Wise. She has...