FOXcast

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.

In this episode, we pick the brain of Robb Lanham, Chief Sales Officer at HUB International. In his role, Robb works with family offices to develop creative solutions for complex risk. And speaking of complex risk, losses due to natural disasters are on the rise worldwide and the insurance world has had to dramatically shift in response to recent catastrophic events. He explains why, for the first time, we're seeing the cost of insurance driving the home-buying process.

In this episode, we sit down with Karen McNeill, Director of Family History at Ascent Private Capital Management of US Bank, to discuss her fascinating role in researching family histories as part of a comprehensive wealth planning platform. Here, she discusses how applying historical knowledge to family culture can play an enormous role in supporting family preservation and success.

In this episode, Tina Milligan, Managing Director at BMO Family Office, part of BMO Wealth Management, illustrates the importance of family meetings. With over 20 years of experience, Tina knows that holding family meetings and having open lines of communication are vital elements for families who are connected through wealth. She covers family meeting guidelines suitable for different family needs.

The yacht insurance market is dramatically changing in terms of available capacity and cost. As vessels get bigger and more sophisticated, clients worldwide are experiencing premium increases. In this episode, we sit down with Sean Blue, Global Head of Watercraft Insurance at AIG Private Client Group, a division of the member companies of the American Insurance Group, Inc. (AIG), to get caught up on how yacht-owning families can plan ahead to mitigate the overall cost of risk.

In this episode, we get into it with Cary Nourie, who recently took on the role of Director of the Direct Investing Network at Family Office Exchange. He has noticed a surge in interest in direct investing from FOX families, especially if there are opportunities to co-invest with other families. He has also noticed more rising-generation family members becoming engaged in direct investing projects and having a lot of fun in the process. Families often find opportunities through the FOX Direct Investing Network (DIN) platform, or by attending a FOX DIN Dinner (there are several coming up around the country).

We sit down with Mark Galante of PURE Insurance to talk about how having a strong internal culture is a product of having happy, talented, engaged, and emotionally intelligent employees. Perks like having volunteer time-off and being encouraged to pursue interests through company-sponsored passion courses are only a part of story. More importantly, PURE is committed to maintaining an environment where employees find purpose and are personally fulfilled in their work lives. Here, we talk about how PURE got to this place.

"Every investment dollar has an impact." In this episode, Paulina Cromwell covers recent trends in values-aligned investing and discusses how families and family offices are thinking about aligning their capital with their values.

In this episode, we sit down with Dan Tarlas, Senior Managing Director at Asset Consulting Group (ACG). Dan talks about what it takes to partner with families as an investment consultant, always representing the family's best interest and tailoring investment programs that will work for each member of the family. He also discusses investment approaches to market volatility and risk, and why the most successful families take a long-term view.

What is the difference between a life insurance review and a life insurance audit? Steve Herlihy, Senior Partner at Wellspring Associates joins us to shed some light on some life-insurance-related topics that families should know more about. Steve describes why even the most sophisticated families can benefit from an audit, and explains some life insurance basics that younger-generation family members show know.