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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.

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NEW EPISODE

FOXCast CEO Series: Protecting Against Unforeseen Risks by Utilizing 831(b) Plans with Van Carlson

Protecting Against Unforeseen Risks by Utilizing 831(b) Plans with Van Carlson

36:24

Today, I’m excited to speak with Van Carlson, Founder & CEO of SRA 831(b) Admin, a specialized risk management solutions company. Van has over 25 years of experience within the risk management industry. Prior to founding SRA, Van ran his own property and casualty firm for 15 years and was awarded Presidents Council’s and...
FOXCast CEO Series: Carrying Forward Values and Legacy by Preserving Family Artifacts with Brad Mindich

Carrying Forward Values and Legacy by Preserving Family Artifacts with Brad Mindich

FOXCast CEO Series: Understanding and Utilizing Closely Held Family Office Groups with Mark Tepsich

Understanding and Utilizing Closely Held Family Office Groups with Mark Tepsich

FOXCast CEO Series: Creating a Values-Aligned Family Office with Sharon Schneider

Creating a Values-Aligned Family Office with Sharon Schneider

Leveraging External Partners to Design the Optimal Family Office with Drew McMorrow

Leveraging External Partners to Design the Optimal Family Office with Drew McMorrow

FOXCast CEO Series: Extracting Value and Joy from Art Investing with Anne Rappa & Alex Glauber

Extracting Value and Joy from Art Investing with Anne Rappa & Alex Glauber

FOXCast CEO Series: Managing the Complexities of Private Family Estates Jennifer Laurence

Managing the Complexities of Private Family Estates Jennifer Laurence

FOXCast CEO Series: Advancing the Holistic Measurement of Impact Strategies with Volker Then

Advancing the Holistic Measurement of Impact Strategies with Volker Then

FOXCast CEO Series: Nurturing Family Culture Through Spirituality with Chris Koenemann

Nurturing Family Culture Through Spirituality with Chris Koenemann

FOXCast CEO Series: Designing Cutting-Edge Compensation Plans for Top Family Office Talent with Bruce Benesh

Designing Cutting-Edge Compensation Plans for Top Family Office Talent with Bruce Benesh

FOXCast CEO Series: Fostering Family Unity and Collaboration Through Philanthropy with Betsy Erickson & Joseph Brooks

Fostering Family Unity and Collaboration Through Philanthropy with Betsy Erickson & Joseph Brooks

FOXCast CEO Series: Exploring Primary and Secondary Residences in the Swiss Alps with Cassandra Levene

Exploring Primary and Secondary Residences in the Swiss Alps with Cassandra Levene

FOXCast CEO Series: Preserving Family Values Through the Power of Stories with Kasia Flanagan

Preserving Family Values Through the Power of Stories with Kasia Flanagan

FOXCast CEO Series: Uncovering Underutilized Resources and Capital within the Family with Kevin Quinn

Uncovering Underutilized Resources and Capital within the Family with Kevin Quinn

FOXCast CEO Series: Utilizing PPLI Policies to Optimize Financial Outcomes for UHNW Families with Michael Liebeskind

Utilizing PPLI Policies to Optimize Financial Outcomes for UHNW Families with Michael Liebeskind

FOXCast CEO Series: Discovering a Better Way to Motivate the Next Generation with David Yeager

Discovering a Better Way to Motivate the Next Generation with David Yeager

FOXCast CEO Series: Creating Optionality with Global Residence and Citizenship Programs with Basil Mohr-Elzeki

Creating Optionality with Global Residence and Citizenship Programs with Basil Mohr-Elzeki

FOXCast CEO Series: Empowering Rising-Gen Owners with Cutting-Edge Technology with Alexandre Lin

Empowering Rising-Gen Owners with Cutting-Edge Technology with Alexandre Lin

FOXCast CEO Series: Architecting Trust Documents to Reinforce the Family Vision and Well-Being with Kim Kamin

Architecting Trust Documents to Reinforce the Family Vision and Well-Being with Kim Kamin

FOXCast CEO Series: Propelling Family Impact with Builder Capitalism with Dave Furneaux

Propelling Family Impact with Builder Capitalism with Dave Furneaux

FOXCast CEO Series: Advancing of the Role of the Fiduciary in Service of the Family with Sophia Ruffolo

Advancing of the Role of the Fiduciary in Service of the Family with Sophia Ruffolo

FOXCast CEO Series: Empowering Women as Wealth Owners and Family Office Professionals with Janet Arzt

Empowering Women as Wealth Owners and Family Office Professionals with Janet Arzt

FOXCast CEO Series: Overcoming Founder Paralysis in Enterprise Family Transitions with Dennis Passis

Overcoming Founder Paralysis in Enterprise Family Transitions with Dennis Passis

FOXCast CEO Series: Leveraging SMAs to Execute Data-Driven Alternatives Strategies with Christopher Volpe

Leveraging SMAs to Execute Data-Driven Alternatives Strategies with Christopher Volpe

FOXCast CEO Series: Protecting Families as They Divide Estates and Personal Property with David MacMahan

Protecting Families as They Divide Estates and Personal Property with David MacMahan

FOXCast CEO Series: Harnessing Polarities and Both/And Thinking to Help the Family Thrive with Betsy Miller

Harnessing Polarities and Both/And Thinking to Help the Family Thrive with Betsy Miller

FOXCast CEO Series: Utilizing Operational Liftouts to Build an Agile Family Office with John Castrucci & Ben Berger

Utilizing Operational Liftouts to Build an Agile Family Office with John Castrucci & Ben Berger

FOXCast CEO Series: Navigating Intergenerational Discourse on Marriage and Relationships with Cassindy Chao & Shannon Lundgren

Navigating Intergenerational Discourse on Marriage and Relationships with Cassindy Chao & Shannon Lundgren

FOXCast CEO Series: Balancing Privacy and Purpose in the Family’s Public Relations Strategy with Kristen Oliveri

Balancing Privacy and Purpose in the Family’s Public Relations Strategy with Kristen Oliveri

FOXCast CEO Series: Coaching Enterprise Families to Achieve Long-Term Success with René Sonneveld

Coaching Enterprise Families to Achieve Long-Term Success with René Sonneveld

FOXCast CEO Series: Serving Multigenerational Enterprise Families in Türkiye with Özge Doğan

Serving Multigenerational Enterprise Families in Türkiye with Özge Doğan

FOXCast CEO Series: Investing in the Flourishing of the Entire Enterprise Family Ecosystem with Scott Peppet

Investing in the Flourishing of the Entire Enterprise Family Ecosystem with Scott Peppet

FOXCast CEO Series: Generating Positive Impact Through the ACT Deposit Program with Brian Argrett

Generating Positive Impact Through the ACT Deposit Program with Brian Argrett

FOXCast CEO Series: Catalyzing Family Member Engagement with Impact Strategies with Jason Ingle

Catalyzing Family Member Engagement with Impact Strategies with Jason Ingle

FOXCast CEO Series: Protecting the Security of All Forms of Family Capital with Dale Buckner

Protecting the Security of All Forms of Family Capital with Dale Buckner

FOXCast CEO Series: Helping Enterprise Families in Transition Flourish with Stacy Allred & Holly Isdale

Helping Enterprise Families in Transition Flourish with Stacy Allred & Holly Isdale

FOXCast CEO Series: Mitigating Intergenerational Risks Through Holistic Family Healthcare with John Samuels

Mitigating Intergenerational Risks Through Holistic Family Healthcare with John Samuels

FOXCast CEO Series: Deploying DAFs Strategically to Realize the Family’s Philanthropic Vision with Kim Ledger

Deploying DAFs Strategically to Realize the Family’s Philanthropic Vision with Kim Ledger

FOXCast CEO Series: Cultivating Financial EQ to Navigate the Psychology of Family Wealth with Diana Chambers

Cultivating Financial EQ to Navigate the Psychology of Family Wealth with Diana Chambers

FOXCast CEO Series: Catering to the Lifestyle and Wellness Needs of UHNW Families with Tim Daum

Catering to the Lifestyle and Wellness Needs of UHNW Families with Tim Daum

FOXCast CEO Series: Selecting and Implementing Family Office Technology Solutions with Kent Lawson

Selecting and Implementing Family Office Technology Solutions with Kent Lawson

FOXCast CEO Series: Helping Multigenerational Families Get Unstuck with Richard Wolkowitz

Helping Multigenerational Families Get Unstuck with Richard Wolkowitz

FOXCast CEO Series: Accessing Top-Quality Deal Flow in the Private Investing Marketplace with Lou Sokolovskiy

Accessing Top-Quality Deal Flow in the Private Investing Marketplace with Lou Sokolovskiy

FOXCast CEO Series: Preparing the Family for Successful Intergenerational Transitions with Kathy Parker & Seth Webber

Preparing the Family for Successful Intergenerational Transitions with Kathy Parker & Seth Webber

FOXCast CEO Series: Deploying Options Strategies to Unlock Value for Family Portfolios with Dave Donnelly

Deploying Options Strategies to Unlock Value for Family Portfolios with Dave Donnelly

FOXCast CEO Series: Fostering a Strong Culture to Achieve Lasting Family Unity with Matt Wesley

Fostering a Strong Culture to Achieve Lasting Family Unity with Matt Wesley

Equipping the Family with a Lifelong Learning Roadmap for Success with Stephen Goldbart & Joan DiFuria

Equipping the Family with a Lifelong Learning Roadmap for Success with Stephen Goldbart & Joan DiFuria

FOXCast CEO Series: Building a Sustainable Family Office with Scott Saslow

Building a Sustainable Family Office with Scott Saslow

FOXCast CEO Series: Empowering the Rising-Gen to be Responsible Enterprise Owners with Maarten de Groot

Empowering the Rising-Gen to be Responsible Enterprise Owners with Maarten de Groot

FOXCast CEO Series: Leveraging Capitalism as a Force for Good with Michael Whelchel

Leveraging Capitalism as a Force for Good with Michael Whelchel

FOXCast CEO Series: Avoiding Nonessential Family Office Complexity with Amjed Saffarini

Avoiding Nonessential Family Office Complexity with Amjed Saffarini

FOXCast CEO Series: Serving the Family Through a Private Trust Company with Matt Tobin

Serving the Family Through a Private Trust Company with Matt Tobin

FOXCast CEO Series: Creating a Balanced Wealth Planning Process for Enterprising Families with Buddy Thomas

Creating a Balanced Wealth Planning Process for Enterprising Families with Buddy Thomas

FOXCast CEO Series: Making Sense of the Fast-Evolving Family Wealth Landscape with Jamie McLaughlin

Making Sense of the Fast-Evolving Family Wealth Landscape with Jamie McLaughlin

Extracting a Wealth of Knowledge from Inheritor Stories with Joe Reilly

Extracting a Wealth of Knowledge from Inheritor Stories with Joe Reilly

FOXCast CEO Series: Offering the Family World-Class Coverage via an Insurance Captive with Ryan Harding & Jennifer Allen

Offering the Family World-Class Coverage via an Insurance Captive with Ryan Harding & Jennifer Allen

FOXCast CEO Series: Guiding Enterprise Families to Success and Longevity with Raul Serebrenik

Guiding Enterprise Families to Success and Longevity with Raul Serebrenik

FOXCast CEO Series: Aligning the Investment Portfolio with the Family’s Strategic Objectives with Doug Macauley

Aligning the Investment Portfolio with the Family’s Strategic Objectives with Doug Macauley

FOXCast CEO Series: Affording Family Investors Efficient Access to Venture Capital with Stephan Heller

Affording Family Investors Efficient Access to Venture Capital with Stephan Heller

FOXCast CEO Series: Charting the Family’s Course to Creating a Family Office with Peter Vogel

Charting the Family’s Course to Creating a Family Office with Peter Vogel

FOXCast CEO Series: Giving Family Enterprises a Voice in Washington, DC with Pat Soldano

Giving Family Enterprises a Voice in Washington, DC with Pat Soldano

FOXCast CEO Series: Building Intergenerational Bridges Within an Enterprise Family with Danielle Oristian York

Building Intergenerational Bridges Within an Enterprise Family with Danielle Oristian York

FOXCast CEO Series: Distilling Shared Values and Heritage into a Family Brand with Dimitar Tsotsorkov

Distilling Shared Values and Heritage into a Family Brand with Dimitar Tsotsorkov

FOXCast CEO Series: Bringing Family Dynamics to Life Through the Power of Theater with Maryann Fernandez & Paul McKibbin

Bringing Family Dynamics to Life Through the Power of Theater with Maryann Fernandez & Paul McKibbin

FOXCast CEO Series: Establishing a Hybrid Family Office to Serve a Multigenerational Family with Ned Rollhaus and Luke Jernagan

Establishing a Hybrid Family Office to Serve a Multigenerational Family with Ned Rollhaus and Luke Jernagan

FOXCast CEO Series: Nurturing Healthy, Wealthy, and Wise Rising Gen Members with Coventry Edwards-Pitt

Nurturing Healthy, Wealthy, and Wise Rising Gen Members with Coventry Edwards-Pitt

FOXCast CEO Series: Paving Humanity’s Path to a Golden Civilization with George Kinder

Paving Humanity’s Path to a Golden Civilization with George Kinder

FOXCast CEO Series: Seizing the Timely Opportunities in the Bond Markets with Wesly Pate

Seizing the Timely Opportunities in the Bond Markets with Wesly Pate

FOXCast CEO Series: Securing Top-Quality Medical Care for Family Members with Leslie Michelson

Securing Top-Quality Medical Care for Family Members with Leslie Michelson

FOXCast CEO Series: Discovering the Power of a Whole Family Advisory Relationship with Richard Orlando

Discovering the Power of a Whole Family Advisory Relationship with Richard Orlando

FOXCast CEO Series: Helping Enterprise Families Discover and Realize Their Central Purpose with Aggie Johnson

Helping Enterprise Families Discover and Realize Their Central Purpose with Aggie Johnson

FOXCast CEO Series: Applying High Impact Practices to Family Wealth and Wellbeing with Mitchell Spearman

Applying High Impact Practices to Family Wealth and Wellbeing with Mitchell Spearman

FOXCast CEO Series: Advancing Human Well-Being Through Palliative Care with Laura Dale-Harris

Advancing Human Well-Being Through Palliative Care with Laura Dale-Harris

FOXCast CEO Series: Equipping the Rising-Gen with the Skills and Tools to Flourish

Equipping the Rising-Gen with the Skills and Tools to Flourish with Ella Chase

FOXCast CEO Series: Defining the Building Blocks for an Enterprise Family with Sara Hamilton

Defining the Building Blocks for an Enterprise Family with Sara Hamilton

FOXCast CEO Series: Generating Engagement Among Teenage Family Members with Amber Slattery

Generating Engagement Among Teenage Family Members with Amber Slattery

FOXCast CEO Series: Managing Mental Wellness While Creating a Sustaining Family Culture with Dr. Jesse Viner & Dr. Bryn Jessup

Managing Mental Wellness While Creating a Sustaining Family Culture with Dr. Jesse Viner & Dr. Bryn Jessup

FOXCast CEO Series: Harnessing Power and Agency to Achieve Purpose and Impact with Meg Pagani

Harnessing Power and Agency to Achieve Purpose and Impact with Meg Pagani

FOXCast CEO Series: Drafting a Family Constitution That Results in Unity and Purpose with Guglielmo Notarbartolo di Villarosa

Drafting a Family Constitution That Results in Unity and Purpose with Guglielmo Notarbartolo di Villarosa

FOXCast CEO Series: Developing Integrated Wealth Advisors with Tom McCullough

Developing Integrated Wealth Advisors with Tom McCullough

FOXCast CEO Series: Empowering Family Members Through Individual Development with Michelle Jezycki

Empowering Family Members Through Individual Development with Michelle Jezycki

FOXCast CEO Series: Maximizing the Return on Your Time Capital Investments with John Coyle

Maximizing the Return on Your Time Capital Investments with John Coyle

FOXCast CEO Series: Steering Your Private Aviation Program Successfully with Vincent Kavanagh

Steering Your Private Aviation Program Successfully with Vincent Kavanagh

FOXCast CEO Series: Engaging the Rising Gen with a Strengths-Based Approach with Kristin Keffeler

Engaging the Rising Gen with a Strengths-Based Approach with Kristin Keffeler

FOXCast CEO Series: Helping Single Clients Make the Most Important Decision with Cassindy Chao & Shannon Lundgren

Helping Single Clients Make the Most Important Decision with Cassindy Chao & Shannon Lundgren

FOXCast CEO Series: Professionalizing the Family Office with Topnotch Talent with Paul Westall and Tayyab Mohamed

Professionalizing the Family Office with Topnotch Talent with Paul Westall & Tayyab Mohamed

FOXCast CEO Series: Mastering High-Performance Leadership with Michael Feiner

Mastering High-Performance Leadership with Michael Feiner

FOXCast CEO Series: Unlocking the Power of Positivity to Become a 100-Year Family with Dennis Jaffe

Unlocking the Power of Positivity to Become a 100-Year Family with Dennis Jaffe

FOXCast CEO Series: Applying Family Systems Theory to Deepen Family Connections with Ellen Perry

Applying Family Systems Theory to Deepen Family Connections with Ellen Perry

FOXCast CEO Series: Readying Future Generations Amidst Constant Change with Joline Godfrey

Readying Future Generations Amidst Constant Change with Joline Godfrey

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

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

FOXCast CEO Series: Creating an Owner’s Manual for the Family Enterprise with Josh Kanter

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

FOXCast CEO Series: Cultivating a Culture of Empathy and Partnership with Jeff Strese

Cultivating a Culture of Empathy and Partnership with Jeff Strese

FOXCast CEO Series: Navigating the Perfect Storm in Commercial Real Estate with Ken Franasiak

Navigating the Perfect Storm in Commercial Real Estate with Ken Franasiak

FOXCast CEO Series: Rationalizing the Family Investment Portfolio with Dan Tarlas

Rationalizing the Family Investment Portfolio with Dan Tarlas

FOXCast CEO Series: Achieving Longevity as a Multi-Family Office with Leslie Voth

Achieving Longevity as a Multi-Family Office with Leslie Voth

FOXCast CEO Series: Engaging and Preparing the Rising Gen with Mindy Kalinowski Earley

Engaging and Preparing the Rising Gen with Mindy Kalinowski Earley

FOXCast CEO Series: Recognizing Integrated Wealth Management with Wally Head

Recognizing Integrated Wealth Management with Wally Head

FOXCast CEO Series: Exploring Cutting-Edge Long-Term Investment Themes with Scott Helfstein

Exploring Cutting-Edge Long-Term Investment Themes with Scott Helfstein

FOXCast CEO Series: Getting Ready for Wealth 3.0 with Jim Grubman

Getting Ready for Wealth 3.0 with Jim Grubman

FOXCast CEO Series: Discovering Purpose and Unity through Family Histories with Bob Jordan

Discovering Purpose and Unity through Family Histories with Bob Jordan

FOXCast CEO Series: Rediscovering the Meaning of Wealth – as Wellbeing with Jay Hughes

Rediscovering the Meaning of Wealth – as Wellbeing with Jay Hughes