FOXcast

Today, I am excited to launch our new podcast series on “FOXCast” – in this show, we will offer you expert analysis and insightful conversations with the key players, foremost thinkers, and leading practitioners in the family capital, family enterprise and family office space.

My first guest needs no introduction. I have the utmost honor to kick off this podcast series by speaking with industry legend and renowned thought leader, Jay Hughes.

I am sure you have heard frequent references to “the five forms of family capital” - a term Jay coined many years ago to describe the full range of assets and capabilities families of wealth possess. In this conversation, Jay offers the most comprehensive and intuitive description I have ever heard of the five capitals, and the important hierarchy and interplay among them. With just a wave of his hand, he leaves us with a memorable visual framework to understand and remember how to position financial capital so that ultimately it nurtures and serves the purpose of the family’s most important asset - its human capital.

In a similarly surprising, but obvious in retrospect, revelation, Jay examines the true meaning of the word “wealth” - a word all of us in our industry probably use hundreds of times each day. Yet, we rarely contemplate its origins and the forgotten meaning buried in its etymology. A meaning that, if rediscovered and embraced by both private wealth advisors and the families they serve, would help transform the wealth management industry and the outcomes it delivers for its exclusive clientele.

Finally, Jay shares a sneak peek into his latest research and upcoming book, where he asks the surprising and provocative question: “Will the family live in the plan?” Can you guess the answer his preliminary research is uncovering? Can you fathom why that is the emerging answer and what to do about it? Jay’s meditation on how to bring purpose, humanity, and ultimately success to the highly technical advisory disciplines that surround the average enterprise family is both a wake-up call and a marvelous inspiration for the future generations of wealth owners and their trusted family wealth advisors.

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.