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

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.

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.

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, 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.

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.

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.