This week, I am pleased to welcome George Kinder, Founder and President of The Kinder Institute of Life Planning. George is a renowned author, international thought leader, and life planning pioneer who over the past 35 years has spearheaded the financial planning movement within the financial service industry. George is also a longtime mindfulness...
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David Toth is the President of Membership at Family Office Exchange (FOX) and is market leader for FOX’s Wealth Advisor members. In his role, he serves as Co-Chair for Multi-Family Office and Integrated Wealth Advisor Councils. He also Co-Chairs the Strategic Chief Investment Officer Council, a peer group for family office CIOs. David serv...
Since coming to Baird through the 2019 acquisition of Hilliard Lyons, Jaleigh has been the architect to build the new Baird Family Wealth platform. The Baird Family Wealth team works with advisors and their most complex UHNW clients ensuring that all business owners, executives, and multi-generational client families have access to the resour...
Today, I am delighted to welcome Coventry Edwards-Pitt, CFA, CFP®, Partner and Chief Creative Officer at Ballentine Partners, an independent multi-family-office firm. Covie is the author of three popular books: Raised Healthy, Wealthy & Wise, Aged Healthy, Wealthy & Wise, and Engaged Healthy, Wealthy & Wise. She has been quoted widely, ...
Today, it is my pleasure to speak with Ned Rollhaus and Luke Jernagan of Matter Family Office, a purpose-driven multi-family office firm serving multigenerational families of wealth. Ned is a Partner at Matter and sees himself as a thought partner, coach, and facilitator for families at every stage of their wealth journey, dedicated to helping them...
Join FOX for our third quarterly town hall of 2024, hear the latest news about FOX membership, new and helpful services and benefits for members, and FOX leadership observations on our community and our industry. Most importantly, please join us to ask any questions or share any thoughts and feedback pertaining to FOX membership, services, benefits...
Today, I am delighted to welcome Danielle Oristian York, Executive Director and President of 21/64, a nonprofit practice serving next-gen and multigenerational families. She is an expert facilitator, trainer, and keynote speaker, and has been a consistent leader in the field, spending 18 years helping families, leaders, and communities have complic...
This week, I’m especially honored to welcome Dimitar Tsotsorkov, Chairman of the Supervisory Board of Asarel-Medet, the largest and most advanced copper mining and processing company in Bulgaria. Dimitar is the G2 family leader of the Tsotsorkov family, former Chairman of the Management Board of the family’s operating business, and active philanthr...
Today, I have the pleasure of speaking with Pat Soldano, President of Family Enterprise USA, a non-profit organization based in Washington, DC, whose mission is to promote the growth of generational-owned family businesses in the US. Pat is also President of Policy and Taxation Group, a non-profit she formed in 1995 that works to reduce onerous tax...
This week, I am pleased to welcome Doug Macauley, Partner at Cambridge Associates and member of the firm’s Private Client Practice. Doug works with both G1 entrepreneurs and multi-generational families and specializes in developing asset allocation strategies and investment manager structures for families with a broad range of investment objectives...
Today, it is my pleasure to speak with Ryan Harding and Jennifer Allen. Ryan is the President of Garden Trust Company and the Managing Director of the IFO Group, the family office of the Ilitch family of Detroit, MI, founders of Little Caesar’s Pizza, one of the world's largest pizza chains. Jennifer is the Director of Insurance & Risk Solution...
Today, I am delighted to welcome Raul Serebrenik, Founder of Family Enterprise Consulting International Group. Raul is an adviser, researcher, speaker, and author with extensive expertise in family businesses, entrepreneurial family dynasties, family legacy, continuity, and wealth. Raul is also a good friend and collaborator of FOX, and he is a tea...
Today, I am pleased to welcome Stephan Heller, founding partner of AlphaQ Venture Capital (AQVC), a global VC fund of funds with an innovative semi-liquid evergreen structure, focused on early-stage VC funds and co-investments. Stephan is a next-gen owner in his family’s enterprise, a serial entrepreneur, an active angel investor with over 20 direc...
Today, I have the pleasure of speaking with Jamie McLaughlin, Founder and CEO of J. H. McLaughlin & Co., a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single- and multi-family offices. Previously, he was CEO of Geller Family Office Se...
Today, I am pleased to welcome Peter Vogel, Professor of Family Business and Entrepreneurship and holder of the Debiopharm Chair for Family Philanthropy at IMD Business School in Lausanne, Switzerland. He is also the Director of the Global Family Business Center and the Global Family Business Award and founder and Chairman of Delta Venture Partners...