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...
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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 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 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...
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...
This week, I’m speaking with Josh Kanter, Principal at Josh Kanter Wealth Advisory Services and Founder of leafplanner. Over the past 20 years, Josh has been an “owner-operator”, leading his family’s family office and consulting with other families. He is a long-time FOX member and an active and valued contributor to the FOX community – especially ...
I am speaking today with Bill Benjamin, partner at the Institute for Health and Human Potential (IHHP), and an expert in emotional intelligence, performance, and leadership. Recently, Bill delivered a keynote address at the 2023 FOX Family Office & Wealth Advisor Forum in Chicago to some 130 FO professionals, which was very enthusiastically rec...
I am absolutely delighted to speak today with Joline Godfrey, highly respected family advisor, educator, and author of many books, including the all-time classic “Raising Financially Fit Kids”. In 1992, Joline founded An Income of Her Own, the first non-profit focused exclusively on financial education for girls and women, and subsequently started ...
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...
This week, I am delighted to welcome Dr. Dennis Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, trusted advisor to numerous enterprise families, and celebrated author of such iconic books in our industry as the recently published Wealth 3.0: The Future of Family Wealth Advising and Borrowed from Your Grandchildren: The Evolu...
Todd Litzsinger is the Former Chairman CEO and President of Follett Corporation. Todd recently led the strategic analysis and full divestiture of the three Follett business entities (Follet Higher Education Group, Follett School Solutions and Baker & Taylor), along with Follett Corporation. While CEO, Todd transformed the Follett Higher Ed grou...