Today, I have the pleasure of speaking with Tom McCullough, co-founder, chairman and CEO of Northwood Family Office. Tom is an adjunct professor and executive-in-residence at the University of Toronto’s Rotman School of Management, a member of the Editorial Board of the Journal of Wealth Management, and a member of the board and faculty of the UHNW...
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This week, it is my pleasure to speak with Dr. Jesse Viner, CEO & Chief Medical Officer and Dr. Bryn Jessup, Director of Family Services & Systems at Yellowbrick, a leading resource and national referral center serving enterprise families and providing mental health services and psychiatric treatment of troubled emerging adults. Jesse and B...
Today, I am excited to speak with Amber Slattery, a director at a single-family office based in Paris, France. Amber is also a next-gen education coach, working directly with clients in their teens and early-20s, and creating custom programming based on their individual interests and needs. In addition, she serves as a programming consultant to Bou...
This week, I welcome to FOXCast Michelle Jezycki, President of Trifecta Consulting, a US-based human resources management company. Michelle is the former Director of Human Resources for the United States Senate, and a Visiting Associate Professor at the American University in Bulgaria teaching Leadership in their EMBA program. Michelle shares in...
This week, I have the pleasure of speaking with Meg Pagani, a Forbes 30under30 and Fortune 40under40 founder, serial TEDx speaker, and an executive trainer. Meg teaches about Power and Leadership at the Politecnico di Milano executive programs, and helps investors, family offices and founders understand the hidden dimensions of wealth management an...
This week, I’m speaking with Vincent Kavanagh, Executive Vice President and Head of Sales at Four Corners Aviation. Vincent has nearly 20 years of experience serving the aviation needs of UHNW clients in Europe and the US. Vincent and his firm, Four Corners Aviation, are a Specialist Advisor member at FOX and an active and generous contributor to t...
This week, I have the pleasure of speaking with Laura Dale-Harris, Founder of Global Treehouse Foundation, a unique nonprofit organization, established by a prominent European enterprise family – Isabella Seragnolli’s family in Bologna, Italy – and dedicated to improving access to pediatric palliative care for children around the world. Laura ta...
Today, I have the pleasure of speaking with Ella Chase, co-founder of Wellth Works, an executive coaching and leadership company for wealth inheritors and future family leaders. Ella is herself a 7th-generation family member of a 100-year family, and has seen the burdens and blessings of complex, multi-generational family enterprises. She is a dyna...
Happy New Year! Welcome to the brand new 2024 season of FOXCast CEO Series. Today, I have the pleasure and honor of speaking with Sara Hamilton, Founder and Board Chair of Family Office Exchange (FOX). Sara founded FOX as a peer network for family office executives in 1989, which evolved over the ensuing decades into a trusted knowledge partner ...
Today, I am excited to speak with Mitchell Spearman, relationship builder and advisor to multigenerational families and family office leaders. Through his work, Mitchell helps his clients build deeper ties and meaningful connectivity through curated moments and transformational experiences. Mitchell’s career started in higher learning, and as an...
Please join us on Wednesday, September 18, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. We are in the midst of the greatest transfer of wealth in history paralleled by the greatest creation of wealth. This two-pronged engine of growth is having a massive impact on the Ultra-Wealth...
This week, I’m speaking with Leslie Michelson, Chairman and Co-Founder of Private Health Management (PHM). PHM is a clinically sophisticated complex care management company, specializing in assisting clients to obtain the best care and outcomes when facing serious and complex medical conditions. Before founding PHM, Leslie was the CEO and Vice Chai...
Today, I am delighted to speak with Dr. Richard Orlando, Founder of Legacy Capitals, a leading provider of training, coaching, and consulting services on topics such as wealth and values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy to financially successful families & family businesses, ...
Today, I am pleased to welcome Wesly Pate, Senior Portfolio Manager at Income Research + Management (IR+M), a bond management firm specializing in US fixed income for both institutional and private wealth clients. In his role, Wesly is focused on portfolio construction, sector analysis, and contributing to the investment decision-making process, an...
This week, I have the pleasure of speaking with Aggie Johnson, founder and owner of WillKate, a family enterprise consultancy firm serving the full scope of issues and challenges that families of wealth face. A G3 enterprise family member herself, Aggie knows first-hand what it takes to create and sustain a thriving family and family enterprise. ...