FOXcast

Today, it is my pleasure to speak with Kim Kamin, partner and Chief Wealth Strategist at Gresham Partners LLC, an independent multi-family office serving about 120 separate families nationally. At Gresham, she leads the development and implementation of estate, wealth transfer, philanthropic, educational, and fiduciary planning activities. Kim is an adjunct professor at Northwestern University Law...

Today, I am delighted to welcome Dave Furneaux, Founder & CEO of BlueIO, an innovative, mission-driven builder capitalist investment company. Dave is a co-founder and investor in a number of innovative companies, such as Blaze (acquired by Akamai), Cybersaint (a leading Cyber Risk Management company), Greenlight Biosciences (EPA approved breakthrough RNA bio-chemical platform for clean food), Lufa...

Today, I am delighted to welcome Sophia Ruffolo, General Counsel and Head of Compliance for the Zell Family Office, a division of Chai Trust Company, LLC. With over 20 years of experience in Estate and Tax Planning, Investment Management and Fiduciary Oversight, Sophia is a seasoned leader in law, fiduciary risk management, compliance, and governance. Sophia is a member of the Board of Directors a...

Today, I have the pleasure of speaking with Janet Arzt, Founder and Managing Partner of Parere Advisory, an independent consulting firm guiding clients across all stages of family office strategy, development, operations, and implementation. Prior to founding Parere Advisory, Janet served as Chief Executive Officer of a newly launched family office in Charlottesville, Virginia, where she built out...

Today, I am delighted to welcome Dennis Passis, Founder of the Family Wealth Library. He spent nearly 40 years working in his family's business, founded by his father, where he was eventually joined by his son. Dennis is a mediation practitioner, a family business consultant, and a fellow at the Family Firm Institute (FFI). He is the author of the recently published book Founder Paralysis: A Famil...

Today, I'm excited to speak with Chris Volpe, Managing Director of Zephyr Financial Solutions, an award-winning asset and wealth management software platform. Zephyr is part of Informa, a leading global provider of digital-first and data-driven products and services. Chris and Zephyr Financial Solutions are FOX Technology Resource Partners, and we are happy to have the unique tools and expertise t...

Today, I am pleased to welcome David MacMahan, founder and president of FairSplit.com. Over the past twelve years, David has worked with families dividing estates and is now widely recognized as the leading industry expert on estate division of tangible assets. He is often hired to serve as Administrator of the FairSplit process, but also as an independent third-party mediator to help keep tension...

Today, I am pleased to welcome Betsy Miller, Lecturer on Law at Harvard Law School. Betsy teaches leadership development, change management and negotiation skills, and her research and writing focus on Polarities ("Both/And" thinking), which is the study of opposite forces that need each other to succeed. Betsy's 25-year career has spanned positions in federal and local government, defense and pla...

Today, I'm excited to speak with John Castrucci, National Director of Family Office Advisory Services at the Global Family Office Enterprise Division of RSM and Ben Berger, Partner and Family Office Enterprise Markets Leader at RSM. John has 10+ years of experience at a Big 4 Accounting firm as a practicing family office tax and family office advisory services national director and more than a dec...

Today, I am pleased to welcome back to FOXCast Cassindy Chao and Shannon Lundgren, co-founders of Boutique Matchmaking, a high-end personal advisory practice that provides curated matchmaking, date coaching, and strategic consulting for multigenerational families of wealth. Cassindy and Shannon, and their firm Boutique Matchmaking, have been part of the FOX community as official marketing partners...

Today, I am pleased to welcome Kristen Oliveri, editor of Crain Currency, a family office publication for families managing wealth and legacies. Kristen has built a successful journalistic career in the wealth-management and family-office space by creating exciting content, establishing business connections, and curating high-touch, content-driven events. Prior to Crain Currency, she held a number...

Today, I am excited to speak with René Sonneveld, a Leadership and Family Business Coach and Honorary Consul General of the Kingdom of the Netherlands in Uruguay. René a has rich history as Managing Director, CEO, and Chairman at Fortune 500 companies and family-run businesses across four continents, and he now leverages this vast experience to coach leaders and corporate teams. Besides leadership...

Today, I have the pleasure of speaking with Özge Doğan, Founder of Karman Beyond, Türkiye's first independent multi-family office. Karman Beyond is a boutique advisory service for leading families in Turkey (and beyond) and Özge manages all the relationships with the firm's client families. Özge is a next-gen member of a prominent Turkish family enterprise, and she founded her multi-family office...

Today, I am delighted to welcome Scott Peppet, President of Chai Trust Company, the private company that administers trusts established for the benefit of members of Sam Zell's family and that serves as the Zell family office. Scott was a Professor of Law at the University of Colorado from 2000-2018, where he focused on bargaining and dispute resolution, transactional law, and the complexities of...

Today, I'm excited to speak with Brian Argrett, Chair of the Board Directors and President and CEO of Broadway Financial Corporation and its banking subsidiary City First Bank, the largest Black-led minority depository institution (MDI) in the nation. Impact investing is an increasingly important topic for enterprise families and family offices. Our conversation today focuses on a truly unique and...

Today, I am delighted and honored to welcome Jason Ingle, founder and Managing Partner of Third Nature Investments, an integrated impact capital platform investing in the most promising innovations to address urgent and massive challenges we face within our most critical earth systems. Jason is a 5th generation member of the Ford family. He currently serves as the board chair for the family office...

This week, I am pleased to welcome Dale Buckner, CEO and President of Global Guardian, a leading provider of best-in-class security, medical and travel-related solutions. Dale is a decorated Combat-Commander with multiple combat tours and classified operations in Iraq, Afghanistan, Colombia, Haiti and Cuba and executed deployments to Russia, El Salvador, Honduras, Chile, Panama, Kuwait, and Qatar....

This week, I have the pleasure of speaking with Stacy Allred & Holly Isdale. Stacy is a Managing Director and Head of Family Engagement and Governance at J.P. Morgan Wealth Management. She serves on the faculty of the UHNW Institute and teaches for the Investment & Wealth Institute® (CPWA®) program. Holly is the founder of Wealthaven, a family office consulting firm she founded in 2010 after 20-pl...

Today, I have the pleasure of speaking with John Samuels, Founder and CEO of Better Health Advisors. For over 20 years, John served as a senior healthcare leader in New York City's top hospitals including Northwell Health and Mount Sinai Beth Israel. As Assistant Vice President of Emergency Medicine, he was responsible for the operation of 16 emergency departments and a rapidly expanding network o...

It is my pleasure today to speak with Kim Ledger, Senior Vice President of Complex Assets for Ren, Inc., North America's largest independent philanthropic solutions provider. Kim advises donors on the charitable opportunities presented by non-cash assets such as business interests, IPO stock, private equity, hedge funds, real estate, and artwork. Kim launched the firm's complex asset practice in 2...

Today, I have the pleasure of speaking with Diana Chambers, founder of the Chambers Group, and a highly respected Family Wealth Mentor and Philanthropic Advisor. A G3 member of a former UK-based business family herself, Diana is a confidante and advisor to many enterprise families, helping them own, spend, and allocate their wealth wisely. Known for championing the human side of wealth, Diana is a...

Today, I'm excited to speak with Tim Daum, co-founder of Veltracon Lifestyle, a Swiss lifestyle management company offering tailor-made solutions for UHNW clients. Veltracon caters to a broad range of lifestyle needs, ranging from luxury and collectible autos, exclusive events, private education, luxury goods, art, luxury travel, private security, and medical concierge. Tim has been active in the...

Today, I am delighted to speak with Kent Lawson, FOX's own CTO and the leader of the FOX Technology Partners Program. Kent brings 25 years of experience as a professional in the wealth management industry, with a deep focus in technology for the family office. Prior to joining FOX, Kent spent a decade as an executive at a single-family office, and in that capacity, he was an active FOX member and...

Today, I have the pleasure of speaking with Richard Wolkowitz, Founder of Xylogenesis Family Office Advisory. Rich serves as a family advisor with 25+ years of first-hand, inner-working experience of multiple family offices. His background is in law, business, management, operations, financial services, independent board service, and professional service firm leadership with a focus on serving mul...

Today, I have the pleasure of speaking with Lou Sokolovskiy, CEO and Founder of Opus Connect, a leading networking and deal-making community for private equity and M&A professionals. Lou is a serial entrepreneur with extensive private equity transaction experience. He founded multiple entrepreneurial ventures in the technology arena and has unique expertise in operations management, strategic part...