FOXcast

Today, it is my pleasure to speak with Roy Moëd, Co-Founder of LifeBook Memoirs, a company dedicated to helping parents and grandparents preserve their life stories in beautifully crafted, private autobiographies for their families. The inspiration for LifeBook Memoirs came from Roy’s own experience when he helped his ageing father rediscover a sense of purpose at a difficult time in his life. Since then, Roy and his company have ...

Today, I have the pleasure of speaking with Amy Castoro, President and CEO of The Williams Group, where she leads a team dedicated to ensuring the smooth transfer of wealth across generations. Amy is a recognized expert in preparing high-net-worth families to successfully transition wealth while maintaining family unity and control over assets. She is also an accomplished author, keynote speaker, and senior family coach known for h...

Today, it is my pleasure to welcome back to FOXcast Jeff Strese, a valued member of the FOX team. Jeff is a human capital expert and executive coach focused on family-owned business leaders and senior wealth advisors. He works with FOX as consultant to develop transformational leadership programs and support our councils with thought leadership on human capital, generational transitions, and family dynamics. Jeff also teaches in th...

Today, I’m excited to speak with Drew Mason and Christianna Mason. Drew is Managing Partner at St. Joseph Partners, a precious‑metals brokerage and wealth protection firm serving individuals, families, and family offices across the U.S. and internationally. He is a G2 principal of Andrew Mason Associates, a family business founded in 1979 as a strategic management consultancy and later pivoted to acquiring and building businesses, ...

Today, it is my absolute pleasure to speak with Amy Hart Clyne, Chief Knowledge & Learning Officer at Pitcairn. Amy is responsible for Pitcairn’s Family Engagement Services function and leads the firm’s thought leadership and learning initiatives. Before joining Pitcairn, Amy served as Executive Director and Chief Knowledge Officer at FOX, and led our knowledge, learning, and education strategies serving our community of families a...

Today, I’m excited to speak with Amy Wirtz, Senior Consultant with The Family Business Consulting Group. Amy works closely with families to identify their goals around values, ownership, and financial wealth, and helps them establish family offices, councils, and enterprise governance systems to support these goals. She served as a lawyer for 27 years, with the last 10 years practicing collaborative law.

In addition, Amy is a train...

Today, I am pleased to welcome Bob Weinhold, Partner at Velocity Advisory Group, an advisory firm helping clients accelerate organizational success through leadership development, executive coaching, cultural alignment, and strategic execution. Bob oversees the firm’s Family Business Advisory and Executive Coaching practices. He began his career in healthcare working with executives in 1996 and later that year was fortunate to supp...

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 other top-performing achievements during his tenure as a P&C Agent. In 2008, he saw the Great Recession hit his ...

Today, I’m excited to speak with Brad Mindich, CEO and Founder of Inveniem, the leading archiving & fan engagement company that works directly with artists, estates, athletes, brands, and individual celebrities on finding, organizing, preserving, and monetizing their artifacts and history. Brad also founded Agent Phoenix, a brand realignment and creative consulting agency, which works with companies to improve and enhance their rel...

This week, it is my pleasure to speak with Mark Tepsich, Executive Director and Family Office Design and Governance Specialist in the Family Office Solutions group at UBS Private Wealth Management. Prior to joining UBS, Mark spent several years with a NYC based investment advisory firm, where he built the firm’s family office platform, which included designing the infrastructure, services, tech solutions and vetted third party prof...

Today, I have the pleasure of speaking with Sharon Schneider, founder of Integrated Capital Strategies. She works with families and foundations to align all of their activities with their values, expanding from philanthropy and impact investments to advocacy, operating businesses and property management/household operations. She is the author of "Handbook for an Integrated Life: A Practical Guide to Aligning Your Everyday Choices w...

Today, it is my pleasure to speak with Drew McMorrow, President & CEO of Ballentine Partners, an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. In addition to being responsible for the day-to-day management of the company, Drew also continues to consult with families on all aspects of their financial lives. Prior to joining the firm in 2002, Dr...

Today, it is my pleasure to speak with Anne Rappa & Alex Glauber. Anne is the fine art practice leader for Marsh McLennan. She provides risk management advice and assists clients by negotiating risk and insurance solutions related to fine art collections and transactions. Anne has 30 years’ experience representing the interests of both individual and institutional collectors, institutions, art dealers, auction houses, art logistics...

Today, I’m excited to speak with Jennifer Laurence, Founder and President of Luxury Lifestyle Logistics, a luxury home management and hospitality consulting firm. Jennifer has 25 years of expertise in luxury hospitality and private estate management and is a certified Butler, a trained Protocol Officer, holds a Wine Sommelier certificate, and is currently writing her doctoral research study on estate management communication. Throu...

Today, I have the pleasure of speaking with Volker Then, an independent Senior Impact Analyst who is launching a start-up company on Comprehensive Impact Measurement together with a coalition of impact partners. From 2022 to 2024, Volker was Founding Chief Executive Officer and Member of the Executive Board of Fondazione AIS (Advancing Impact and Sustainability) in Bologna. Earlier in his career, Volker was Executive Director of th...

Today, I am delighted to welcome Chris Koenemann, a family advisor and coach specializing in spiritual coaching and accompaniment. Chris served as Prior and Cellarer of a monastery of 20+ monks that owned and operated a school and operated a parish, and prior to that Chris was a Catholic monk for seventeen years, including five years in Rome, and as a Catholic priest. He studied organizational design and worked in that field with P...

Today, it is my pleasure to speak with Bruce Benesh, Managing Principal at Benesh Consulting Group. Bruce has more than 40 years of experience in executive compensation, tax planning relating to compensation arrangements, and international human resource consulting. He formerly served as the national partner- in-charge of the Human Capital Services Practice at Grant Thornton, and prior to that was the partner-in-charge of Arthur An...

Today, it is my pleasure to speak with Betsy Erickson & Joseph Brooks, Co-Heads of Family and Individual Services at Arabella Advisors, a leading philanthropy services firm supporting individual, family, institutional, and corporate donors worldwide. Prior to joining Arabella, Betsy worked for eight years in the nonprofit sector with groups focused on cancer research. She provided independent consulting services to national and reg...

Today, I have the pleasure of speaking with Cassandra Levene, Managing Director of Alpine Homes and Co-Founder of Swiss Homes. Cassandra is a multilingual real estate expert specializing in luxury Alpine properties. She took over her family business five years ago, bringing innovative leadership to Alpine Homes. Her firm offers concierge-style services to UHNWI clients and family offices around the globe, helping them invest in Swi...