BMO Family Office serves BMO's ultra-affluent clients ($30MM and above) across the United States and Canada. We are growing and looking for a Senior Director of Family Office Planning to lead a team of planners and work closely with our clients to implement sophisticated wealth planning strategies. BMO is known for its supportive, emplo...
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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...
This week, I am excited to speak with Ken Franasiak, Chairman & CEO at Calamar Enterprises – a major privately owned full-service, vertically integrated real estate organization comprised of finance, development, construction, and asset management divisions with over 100 separate LLC’s under its umbrella. The topic of our discussion is the curr...
In this episode, I have the pleasure of speaking with Leslie Voth, Chairman, Chief Executive Officer & President of Pitcairn. Leslie has been with Pitcairn for 30 years, serving in a variety of leadership roles, and is the first chairman of the board who is not part of the Pitcairn family. She is a prominent senior executive and thought leader ...
I am delighted today to speak with Bob Jordan, retired Emmy-Award-winning TV journalist and owner of Jordan & Jordan Communications, Inc. Bob has spent his distinguished career as a journalist reporting on the stories that shaped the news of the day for over 5 decades. But over the last 25 years, he has also taken on the worthy task of helping ...
I am speaking today with Dan Tarlas, Senior Managing Director at Asset Consulting Group (ACG) – a seasoned investment consultant who has provided comprehensive investment expertise to multigenerational families for over 30 years. Dan, along with his firm, ACG, is also a long-time member of the FOX Thought Leaders Council. Dan and ACG have worked...
This week, I am speaking with Wally Head, founder and principal of Personal Fiduciary Advisors, LLC, founding board member and treasurer of the UHNW Institute, and good friend and former President of FOX. The topic of our conversation is hot in our industry and of great consequence to multigenerational enterprise families – the emergence and import...
Today, I have the pleasure of speaking with our very own Jeff Strese, a human capital expert and executive coach focused on family-owned business leaders and senior wealth advisors. He works as consultant at FOX to develop transformational leadership programs and support our councils with thought leadership on human capital, generational transition...
Today, I have the pleasure of speaking with Jim Grubman, a prominent thought leader, researcher, and advisor to multigenerational families in our industry. Jim and his equally prominent co-authors, Dennis Jaffe and Kristin Keffeler, have just published their latest book, Wealth 3.0. Jim and I discuss the Wealth 3.0 concept and the new paradigm i...
This week, I sit down with Scott Helfstein, Head of Thematic Solutions at Global X, to discuss where the economy and markets are headed and what investment themes are emerging as the most attractive long-term bets for families and family offices to pursue. Scott offers valuable insights on the interplay between growth and value opportunities for in...
Today, I sit down with our very own, Mindy Kalinowski Earley, Chief Learning Officer at FOX. Mindy leads the FOX Learning Center and is our in-house expert on all matters pertaining to family learning and rising-gen education and engagement. As one of the leading industry authorities in this field, her work is focused on helping families to be forw...
Today, I have the pleasure of speaking with Ellen Perry, founder and Managing Partner of Wealthbridge Partners. In 1989, Ellen co-founded GenSpring Family Offices, which became one of the leading fee-only multifamily office firms and was acquired by SunTust Bank in 2001. The GenSpring brand continues to this day as part of Truist Bank. She is the a...