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 register, visit: https://www.familyoffice.com/learning-programs/forums/2022-fox-family-forum

Wealth 3.0 with Jim Grubman

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 members of the rising generation and relaying best practice first steps, she argues that when starting family learning and leadership skills…there is no time like the present.   After listening, visit  lp.familyoffice.com/rglp to learn more about our Rising Generation Leadership Program, a four-part learning series that uses a multi-disciplinary approach to help Rising Generation family members become prepared, informed, credible, and contributing leaders to the family enterprise.

The Time is NOW for your Rising Gen

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 with two virtual prep sessions, a two-day in-person intensive learning program, and a virtual application and accountability session. Please visit https://www.familyoffice.com/learning-programs/workshops/fox-family-advisor-training-program to get more information on the program and to register.

FOX's Family Advisor Training Program

Jonathan Kosares, Chief Operating Officer, USA Gold, sits down with Glen W. Johnson, President of Family Office Exchange, to discuss how current trends in the American economy, including inflation, debt, and Federal Reserve policies are affecting the gold market, and stoking investor demand for gold.  Also included is a discussion on gold’s relationship to crypto.

Gold – Why Now?

Jonathan Tunner, Director of Private Investments at FOX, and Jeremy Lee, Principal Product Specialist at Owl Rock, discuss direct lending and its many uses in the direct investing landscape.

Jonathan Tunner and Jeremy Lee Discuss Direct Lending

Jonathan Tunner, Director of Private Investment Opportunities at FOX, and Jeffrey Hodge, Managing Director at Marsh McLennan spend some time focusing on the role of insurance and its many uses in the direct investing landscape.

FOXCast: Jonathan Tunner and Jeffrey Hodge Discuss the Role of Insurance in Direct Investing

In June, the IRS announced that it will begin a new campaign to audit hundreds of high net worth individuals after they reopen their offices on July 15th, 2020. To learn about who should be concerned and what to do, Scott Winget, Enterprise Market Leader for Family Office Exchange interviews Leigh Griffith, a partner with Waller Law. Leigh recently wrote a related article, entitled “New IRS Coordinated High Wealth Audit” which is available in FOX's Advisor Thinking section of the website.

FOXCast: Scott Winget and Leigh Griffith Discuss New IRS Coordinated High Wealth Audit

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 funds and direct investments.

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

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.

FOXCast: Philanthropy and Next Generation Success

In this episode, we pick the brain of Robb Lanham, Chief Sales Officer at HUB International. In his role, Robb works with family offices to develop creative solutions for complex risk. And speaking of complex risk, losses due to natural disasters are on the rise worldwide and the insurance world has had to dramatically shift in response to recent catastrophic events. He explains why, for the first time, we're seeing the cost of insurance driving the home-buying process.    

FOXCast: Can we Offset the Cost of Living in Paradise?

In this episode, we sit down with Karen McNeill, Director of Family History at  Ascent Private Capital Management of US Bank, to discuss her fascinating role in researching family histories as part of a comprehensive wealth planning platform. Here, she discusses how applying historical knowledge to family culture can play an enormous role in supporting family preservation and success.

FOXCast: Historical Imagination for Family Preservation

In this episode, Tina Milligan, Managing Director at BMO Family Office, part of BMO Wealth Management, illustrates the importance of family meetings. With over 20 years of experience, Tina knows that holding family meetings and having open lines of communication are vital elements for families who are connected through wealth. She covers family meeting guidelines suitable for different family needs.

FOXCast: Family Meetings are where Expectations are Set and Trust is Reinforced

The yacht insurance market is dramatically changing in terms of available capacity and cost. As vessels get bigger and more sophisticated, clients worldwide are experiencing premium increases. In this episode, we sit down with Sean Blue, Global Head of Watercraft Insurance at AIG Private Client Group, a division of the member companies of the American Insurance Group, Inc. (AIG), to get caught up on how yacht-owning families can plan ahead to mitigate the overall cost of risk.

Managing Risk for Yachts, Superyachts, Megayachts, and Gigayachts

In this episode, we get into it with Cary Nourie, who recently took on the role of Director of the Direct Investing Network at Family Office Exchange. He has noticed a surge in interest in direct investing from FOX families, especially if there are opportunities to co-invest with other families. He has also noticed more rising-generation family members becoming engaged in direct investing projects and having a lot of fun in the process. Families often find opportunities through the FOX Direct Investing Network (DIN) platform, or by attending a FOX DIN Dinner (there are several coming up around the country).

FOX Cast: Family Interest in Direct Investing is High

We sit down with Mark Galante of PURE Insurance to talk about how having a strong internal culture is a product of having happy, talented, engaged, and emotionally intelligent employees. Perks like having volunteer time-off and being encouraged to pursue interests through company-sponsored passion courses are only a part of story. More importantly, PURE is committed to maintaining an environment where employees find purpose and are personally fulfilled in their work lives. Here, we talk about how PURE got to this place.

FOXCast: Cultivating a Stellar Culture from Within at PURE Insurance

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

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 also discusses investment approaches to market volatility and risk, and why the most successful families take a long-term view.

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

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 audit, and explains some life insurance basics that younger-generation family members show know.  

FOXCast: Is it Time for a Life Insurance Audit?

We sit down with Susan Colpitts, one of the founders of Signature Family Wealth Advisors and Signature's Chief of Client Experience. She talks about approaching estate planning in a way that alleviates anxiety and seriousness through planning. She also presents a refreshingly unique strategy around philanthropy.

FOXCast: A No-Regrets Approach to Philanthropy with Susan Colpitts of Signature Family Wealth Advisors

In this episode we sit down with Ruth Easterling, Managing Director of Member Services at FOX. Ruth, an expert in the development of private trust companies, discusses the impact of language on the trustee/beneficiary relationship. She also gets into the importance of having a strong family culture, transparency in the distribution process, and other best-practices related to establishing trusts.

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