Today, I am excited to speak with Dr. Carl Robinson, Founding Partner at Vantage Leadership Consulting. Carl is a licensed clinical psychologist who has spent the better part of the last 35 years assisting executives and families in preparing for and navigating career-defining moments. His clientele is broad and far-reaching, ranging from non-profit organizations to the Fortune 100, and includes names such as the Federal Reserve System, MD Anderson Cancer Center, Whirlpool, Steel Dynamics, The Hyatt Corporation, and many more.

Carl is a highly regarded public speaker, who has authored a number of articles and has frequently been interviewed by various business publications, including the Wall Street Journal. He is a longtime friend, collaborator, and former member of the Advisory Board of FOX.

Succession is arguably the most important evergreen topic on the minds of enterprise families and their family offices. Carl shares his views on what is required for success in successions among UHNW families and family offices and talks about the importance of talent assessment as families undertake leadership and ownership succession journeys.

Carl offers practical advice for the older generation and those in leadership who are looking to transition control, responsibility, and ownership to the next generation. He also provides invaluable tips and suggestions for the rising gen and those who are poised to step into leadership and fill the shoes of their parents and predecessors.

Don't miss this highly instructive conversation with one of the longest-serving, deeply experienced advisor and coach to multigenerational enterprises and family leaders.

Today, I have the pleasure of speaking with Marina Margarucci, Managing Director at CBIZ, a consulting, tax, and financial services firm. Marina is the national leader of the Private Client Services practice at CBIZ, and she played an instrumental role in the organization and institutionalization of the practice.

Marina's career has been concentrated on supporting robust, complex families heavily invested in the Alternative Investment space, which enables her to deliver essential insights when analyzing financial statements and investment portfolios. She specialized in building out and setting up Family Office structures and Private Foundations, and routinely speaks at conferences, discussing the intricacies of Family Office structure and governance. Marina and her company, CBIZ, are an Advisor Member of FOX, and we are happy to have her expertise and thought leadership within our membership community.

Today, we cover a topic that comes up more and more frequently among family offices – sustainability. Marina offers her definition of what sustainability of a family office means and shares her views on what it takes for a family office to achieve longevity and enduring relevance across generations of family principals.

One important dimension of ensuring sustainability is the rising trend of institutionalizing and professionalizing the family office. Marina talks about this trend and how families can approach the process of formalizing and professionalizing their family office.

An increasingly critical practical implication for UHNW families is the role of technology when institutionalizing the family office. Marina provides her insights and suggestions on how best to understand, select, and deploy technology to enhance the capabilities of the family office.

Another important pillar of family office sustainability is to assemble and manage an ecosystem of mission-critical service providers. Marina and CBIZ have developed the "4 pillar approach" to creating a web of specialized vendors. She introduces this framework and explains how family offices can apply it.

Don't miss this highly relevant and instructive conversation with one of the leading practitioners and professional service providers in the UHNW family wealth and family office space.

Today, I am pleased to welcome Ross Butler, a podcaster, strategy consultant and author and the host of Fund Shack, a leading private capital channel. Ross also advises private capital firms on their go-to-market and communications strategies and ethical policies. He has been a business journalist, Editor of Real Deals, and has won Private Equity journalist of the year three times. He was Director of Communications at Invest Europe and has worked with various listed private capital firms on their public market outreach.

Our conversation today is about private capital markets. Ross shares his observations on why private markets work well, delving into their history, distinguishing economics, and unique workings.

Private equity often gets a bad rap due to its perceived short-term profit focus, high-risk debt loading, and negative effect on companies and workers. But that's not the full picture of private capital. Ross shares his view of the social impact of private markets and their importance for the long-term health of the economy and society.

Ross provides a practical context for the current state of private markets and explains the causes of the "indigestion", as he puts it, that is afflicting private markets. He describes some of the niche tools and unique deal structures that allow private investors and fund managers to be innovative and create value in excess of what public markets can achieve.

Enjoy this instructive conversation with a leading commentator and observer of global private capital markets.

Today, I have the pleasure of speaking with Jane Beddall, founder and principal of Dovetail Resolutions. Jane is a seasoned mediator, facilitator, and consultant, as well as a certified CINERGY® Conflict Management Coach and a Conflict Dynamics Profile® Certified Practitioner. She works with legacy families, family enterprises, and family offices to help individuals and families handle communication and conflict better. Jane is the host of the weekly podcast Crafting Solutions to Conflict, providing a practical and positive perspective on conflict. In 2014, she received The Honorable Robert C. Zampano Award for Excellence in Mediation, which recognizes and celebrates leadership, initiative, and creativity in mediation in Connecticut.

The word "conflict" comes up often in our work with UHNW families and few people misunderstand its meaning, so Jane provides some useful foundational definitions. She defines what conflict is, both in general as well as in the context of family enterprises and family wealth situations and describes the different manifestations of conflict that are common among families of wealth.

Jane zeros in on conflict within families and explains how families generally deal with different kinds of conflict and highlights the best ways for them to manage and cope with conflict in order to achieve the best possible outcomes for the family.

Dealing with conflict is a sensitive subject, and many families are not familiar with the kind of resources that are available to them in this field. Jane describes the conflict resolution landscape and the different professionals out there, pointing out how families can decide whom to work with or whether to deal with the conflict on their own.

Family advisors and service providers – even those who are not experts in conflict management – can get caught up in the middle of tense family situations. Jane offers her practical advice on how professional family advisors should deal with conflict in the family when they encounter it or get drawn into it.

Enjoy this practical discussion with one of the most experienced and recognized practitioners in the field of UHNWE family conflict management.

Today, I am pleased to welcome The Honorable Stuart Nash, CEO and Founder of Nash Kelly Global, a bespoke consultancy that specializes in facilitating New Zealand permanent residency and resettlement through the country's Golden Visa program. Stuart was a senior Cabinet Minister for 5.5 years in the Ardern Administration and launched New Zealand's Golden Visa (or as it is titled: the Active Investor Plus Visa) in September 2022 as Minister of Economic Development. His portfolios included Minister of Police, Economic Development, Small Business, Tourism, Revenue, Forestry, and Fisheries. Before politics, Stuart worked in senior and general management roles in both the private and public sector.

For those in our audience who have not kept close tabs, Stuart updates us on the latest developments in New Zealand and describes how the social, economic, and political environment has developed in recent years. Stuart led the team that created and launched New Zealand's Golden Visa program – the Active Investor Plus Visa. He describes the program and its unique features and attractions, commenting on what makes New Zealand an attractive destination for wealthy individuals and families looking for alternative residence jurisdictions.

Stuart offers some practical tips for families and family offices that are looking at New Zealand as a jurisdiction, providing useful pointers on some of the basics on how to set up their life there, including things like housing, education, health insurance, and others.

For those who are interested to explore residency or citizenship in New Zealand, Stuart has a number of suggestions on how to get started and paints a picture of the different services and options available, including those offered by his firm, Nash Kelly.

Enjoy this insightful conversation with one of the pioneers of the golden visa programs that are attracting families and their family offices to New Zealand.

Today, I have the pleasure of speaking with Brian Weiner and Lisa Castro of Family Office Growth Partners. Brian is the firm's Founder & CEO, and for nearly 25 years, he has served as a trusted advisor to successful entrepreneurs and family enterprises in the areas of investment, tax, governance, and philanthropy. Brian began his career in 1996 as the Deputy Trade Commissioner for the Government of Israel, where he facilitated joint ventures/strategic partnerships on behalf of U.S. and Israeli companies. Brian is a serial entrepreneur and a trailblazer in the family office space, with diverse experience at firms including Smith Barney, Allied Advisors, BNY Mellon.

Lisa is President of Family Office Services at Family Office Growth Partners. She brings over 30 years of experience serving high-net-worth families, C-suite executives, and influential leaders. Throughout her career, she has had the privilege of working with distinguished families to establish independent family offices, supporting CEOs and former government officials in her role as a proactive Chief of Staff. Lisa played a key role in the founding and conceptual development of The Paulson Institute, established by former U.S. Treasury Secretary, Hank Paulson.

Brian and Lisa, and their firm Family Office Resource Group, are Advisor members of FOX and we are privileged to have their expertise within our membership community.

Outsourcing is a big, and increasingly relevant, topic in our space. Brian and Lisa share their perspectives on outsourcing by families and family offices and highlight some of the prevailing practices in the sector. One of the most common and evergreen questions in this realm is what to outsource and what to build and operate in house. Brian and Lisa shine a light on this question and describe some of the frameworks and criteria family offices and their principles should apply when trying to make this crucial decision.

Once the decision to outsource has been made, the key challenge is to figure out how to vet and select the providers who will take over the critical functions for the family office. Brian and Lisa offer practical tips for family office leaders and wealth owners who are in this important early stage of their outsourcing journey.

They also provide suggestions for family offices on the ongoing management of their outsourcing relationships, explaining how they should optimally oversee, coordinate, evaluate, and renegotiate these vendor relationships to achieve the best results for the family and the family office operation.

Don't miss this highly insightful conversation with two of the most experienced, recognized, and well-connected thought leaders and practitioners in the family office outsourcing space.

Today, I'm excited to speak with Justin Papadakis, Deputy Chief Executive Officer and Chief Real Estate Officer at the United Soccer League (USL). Justin joined the USL in 2014 and has held various roles including President of Commercial Ventures and Chief Operating Officer and has led its expansion efforts across the USL Championship, League One, and Super League, and most recently, the announcement of USL's plans to launch a Division One men's professional league in 2027-2028.

Prior to the USL, Justin served as leasing director, and later business development director, at DDR Corp, now called SITE Centers. While earning his dual degree in Public Policy and Economics at Duke University, Justin also played four seasons for the Blue Devils' Men's Soccer program. He has been recognized on America's Power List and Florida Trend's Florida 500, a list of 500 most influential business leaders in Florida.

With Justin's help we delve into the world of soccer. He describes how the sport – and the business of soccer – has evolved in recent years and points out what sets soccer apart from other major sports. He also paints a picture for our audience of the soccer landscape today and how the USL fits in that landscape.

We then take a look at soccer as an asset class in the broader category of sports and entertainment investment properties. Justin provides an educational overview of the unique investment attributes of soccer and soccer teams, highlighting how they are distinct from other major-league sports and what makes soccer franchises particularly attractive right now.

Justin talks about the purpose and the mission of the United Soccer League (or USL) and explains how his organization helps UHNW clients and their family offices invest in and operate soccer franchises. Finally, he shares some practical considerations and risks family offices need to consider when they contemplate investing in sports in general and in soccer in particular. He offers valuable tips on how families and family offices should educate themselves and what resources exist for them to lean on in this growing and specialized segment of sports investing.

Don't miss this educational conversation with a leading expert and experienced practitioner in sports franchise investing and operations.

Today, I have the pleasure of speaking with Emily Bouchard, founder of Bouchard Bespoke Consulting. Emily is an author and speaker with over 20 years of experience coaching multigenerational families, with a focus on blended family dynamics and family business succession. As a coach and consultant assists clients in effectively communicating about complex situations and building, maintaining, and repairing trust across generations. As a fractional Chief Learning Officer, she designs personalized learning experiences that focus on lifelong growth, emotional intelligence, and financial acumen.

In the world of family wealth, and more generally wealth and money, trust – building trust, earning trust, inspiring trust – is of paramount importance. Emily shines a light on why there is such an inextricable connection between trust and money, and talks about this fundamental, yet contentious, relationship between trust and wealth.

Emily suggests that trust is multi-layered, and there are four dimensions to trustworthiness. She describes this framework and the four assessments that can establish the different ingredients of trust and trustworthiness.

One common area within family wealth where trust and money collide is in relationships and marriages – and the controversial realm of prenuptial agreements. Emily specializes in this space and has coined the term "purposeful prenup". She shares a definition of this term and offers her tips on how couples can navigate the treacherous terrain of prenups while still earning and keeping each other's trust.

Another context where trust and money clash is in the world of blended families. Emily describes the dynamics of blended families and provides her suggestions for how best to earn trust and build harmony in these complex situations.

Please enjoy this highly practical conversation with a highly recognized strategic advisor to enterprise families and family offices.

Today, I have the pleasure of speaking with Marcy Brajkovic and Stephanie Rosenberg. Marcy is the President and Owner of Chatfield Global LLC, a boutique consulting firm specializing in Human Resources and Organizational Effectiveness. And Stephanie is the Director of Talent Development at Chatfield Global.

With over 20 years of experience at companies like Ernst & Young, PricewaterhouseCoopers, SC Johnson, W.W. Grainger, Anixter (now Wesco), and Hospira (now Pfizer), Marcy has helped organizations — from family-owned manufacturers to Family Offices to Fortune 50 enterprises — align human resources practices and talent development with organizational strategy. A certified Senior Professional in Human Resources, Lean Six Sigma Black Belt, and Kaizen facilitator, she brings a "build, grow, and serve" mindset and practical expertise to workforce development, organizational change, and leadership coaching.

Stephanie has over 16 years of experience in talent development and business transformation and brings deep expertise in career coaching, leadership development, and change management. She has led programs in early careers, succession planning, and training for teams of 10 to 500+, as well as large-scale business initiatives at a major retailer. Today, she partners with family offices and professional services firms across the full employee lifecycle, helping them attract, develop, and retain high-performing teams.

Marcy and Stephanie, and their firm Chatfield Global, are Specialist Advisor members for FOX and we are grateful to have their expertise within our membership community.

We start with Marcy and Stephanie's collective view on the HR function in family offices today. They describe how family offices are designing and structuring their HR departments, how the function has evolved in recent years, and outline the most prominent trends that are reshaping HR and people strategy at family offices.

Talent development is particularly challenging for family offices, given their small size and limited career paths. Marcy and Stephanie talk about how family offices handle talent development, including coaching, goalsetting, and performance management, and highlight the key challenges and opportunities families and their internal teams face in this realm.

Marcy and Stephanie share their insights on some of the external resources available to family offices that they can leverage to strengthen their HR capabilities, develop and coach their people, and build a vibrant culture.

They also offer for family office owners and leaders on how best to promote staff engagement, provide advancement opportunities, coach their executives, and promote a culture of both loyalty and excellence.

Don't miss this highly insightful conversation with two of the most experienced and trusted human capital thought leaders and practitioners in the family office space.

Today, I am delighted to speak with Dr. Paul Hokemeyer, founding principal of Drayson Mews and author of Fragile Power: Why Having Everything is Never Enough and Fragile Power 2.0: Wealth, Narcissism & Mental Health, the leading resources for individuals, couples, and families of wealth seeking culturally respectful and clinically effective mental health services. Dr. Paul serves as the Senior Wellness Expert to Ispahani Advisory, a London-based consulting firm specializing in multijurisdictional, ultra-high-net-worth families. He is an Associate Member of the American Association for Addiction Medicine and holds a Clinical Fellow designation with the American Association for Marriage and Family Therapy.

In addition to his academic and clinical work, Dr. Paul has extensive experience in the realm of philanthropy. He has stewarded over three million U.S. dollars to enhance the delivery of direct mental health services to disenfranchised communities across America, as well as through the Yale School of Public Health, and he serves as a trustee of the Palm Springs Art Museum, one of the world's premier centers for mid-century art, architecture, and design.

Dr. Paul's research in the realm of wealth and mental health has been peer-reviewed and published in the Journal of Wealth Management, the International Family Offices Journal, Globe Law and Business, and Lambert Academic Press. His work has been featured in a wide variety of international media outlets including The New York Times, The Wall Street Journal, The World Economic Forum, the Johns Hopkins Newsletter, Harvard Business Review Arabia, CNN, Men's Health, The Guardian, Tatler, WebMD, Psych Central and others.

Dr. Paul starts by explaining what intersectionality is. He tells us about the origins of the construct of intersectionality and highlights some of the key premises underlying the term and the studies behind it. He then describes how intersectionality plays in the UHNW and family office space, and how it manifests itself in the lives and wellbeing of UHNW clients.

Dr. Paul offers his practical tips for wealth owners, family wealth principals, and UHNW family members? He offers his advice on what they should know about intersectionality and how they should incorporate this knowledge into their lives and their relationship with wealth. He also provides practical suggestions for family wealth advisors and how they should integrate this concept into their advisory practice and utilize it to strengthen their relationships with their UHNW clients.

Enjoy this illuminating conversation with one of the leading academics and practitioners at the complex intersection wealth management and personal health and wellness.