FOXcast

The issues that come up in a family office or family enterprise are unique to each family and are rarely discussed in a public forum. In this podcast, Family Office Exchange reveals some of these issues in discussions with family office subject matter experts, family members, and trusted advisors. The podcast gives the listener a taste of how having a FOX membership can transform the way families and their trusted advisors approach ideas like philanthropy, governance, investing, and more.

FOXcast is a business podcast hosted by Family Office Exchange, with 100 episodes on record and a Required Pod Score of 80.

Family Office Exchange hosts FOXcast, a business show with 100 episodes published.

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  Episode #39

  Embracing a 'Left of Loss' Risk Management Mindset With Robert Raymond

  Sep 24, 202637 minS4

  Today, I have the pleasure of speaking with Robert Raymond, First Vice President and Risk Strategist at HUB Private Client, a privately held personal insurance brokerage firm serving ultra-high-net-worth clients. Bob is an award-winning expert in multigenerational risk management, working with families, their advisory teams, and key stakeholders to help eliminate balance sheet exposure to negative liquidity and other preventable risks. Bob currently serves as a member of HUB's National Private Client Council and Chair of its Technology Sub-Committee. Prior to joining HUB, he served as Assistant Vice President with Marsh Private Client Services, where he advised international family offices. Throughout his career, Bob has combined deep expertise in risk management with a passion for helping families take a proactive approach to protecting their wealth, assets, and legacy. Bob introduces the concept of being "left of loss," a risk management philosophy that encourages families to anticipate and address risks before they become costly problems. He explains why proactive planning is often more effective than reactive solutions and outlines how families can build a culture of preparedness across their enterprises and households. A key theme of our conversation is the broad spectrum of risk management strategies available to families and family offices. Bob discusses why insurance is only one component of a comprehensive risk framework and explores the role of advisory services, self-insurance strategies, governance practices, and other tools that can help families protect both financial and non-financial assets. Bob also shares practical guidance on managing the increasingly complex risks facing today's families, including property, liability, and cybersecurity concerns. He highlights actionable tools, checklists, and resources that families and their family offices can utilize to strengthen their risk management programs and improve resilience in an evolving environment. Enjoy this insightful conversation with a leading risk management strategist on how families can embrace a proactive mindset, expand their risk management toolkit, and better protect their assets and legacy for generations to come.

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  Episode #38

  Aligning the Investment Function and Mandate with the Family's Needs With Karen Harding & Stacey Flier

  Sep 17, 202633 minS4

  Today, I have the pleasure of speaking with Karen Harding and Stacey Flier of NEPC, a full-service investment consulting firm serving governments, institutions, families, and individuals. Karen is a Partner and Team Leader of NEPC's Private Wealth Team and serves on the firm's Governance Board and Women's Leadership Forum. Prior to joining NEPC, she spent twenty-one years at CTC | myCFO and its predecessor companies in a variety of leadership roles, and previously worked as a Senior Analyst and Investment Manager Specialist at R.V.K. Stacey is a Principal and Senior Consultant at NEPC with more than 25 years of experience advising private wealth clients and family foundations on investment portfolio strategy. Before joining NEPC, she served as Director of Investment Advisory Services at CTC | myCFO and earlier worked as an Employee Benefits Analyst at U.S. Bank. Stacey is a Chartered Financial Analyst and is actively involved in several professional and community organizations focused on investment management and governance. Karen and Stacey share their perspectives on how the investment needs, preferences, and expectations of families and family offices have evolved over the years. Drawing on decades of experience advising ultra-high-net-worth families, they discuss the growing complexity of the investment function and the increasingly sophisticated approaches families are taking to achieve their objectives. A key theme of our conversation is the institutionalization of investment management within family offices. Karen and Stacey explain how this trend is reshaping the way families organize their investment activities and evaluate the outsourced CIO, or O-CIO, model. They discuss the benefits, challenges, and considerations involved in determining whether to build investment capabilities internally or leverage external expertise. The discussion also explores the impact of family dynamics and generational change on investment strategy and governance. Karen and Stacey describe how the values, priorities, and expectations of rising-generation family members are influencing investment philosophies, organizational structures, and decision-making processes across family offices. Enjoy this insightful conversation with two experienced investment advisors on how families can align their investment function, governance, and mandate with their long-term goals and evolving needs.

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  Episode #37

  Matching Talent to the Unique Culture of Family Principals With Donald Cunningham

  Sep 10, 202637 minS4

  Today, I am delighted to speak with Donald Cunningham, Head of Family Office and Chief of Staff to a senior member of the Qatari royal family. Donald is a family office executive, advisory board member, and trusted confidant with more than 20 years of professional experience spanning single-family offices and investment banking. Over the last twelve years, he has advised ultra-high-net-worth principals and their families, leading operations and multidisciplinary teams, overseen both portfolio and option-value assets, and managing complex projects across multiple global jurisdictions. Donald has held senior leadership roles in prominent family offices in London and New York, where he advised principals on strategic operations and helped build and lead high-performing teams. He began his career in capital markets and special situations M&A, and his experience combines a strong foundation in banking, hands-on operating experience within family offices and portfolio companies, and a proven ability to cultivate trusted relationships. Donald shares his insights into the unique psychology of wealth owners and family principals, drawing on years of experience working closely with some of the world's most prominent and influential families. He discusses the cultures these principals create the opportunities and challenges that arise within those environments, and the qualities that distinguish successful family office professionals. A central theme of our conversation is the importance of matching talent to the principal's culture. Donald explains why technical expertise alone is often insufficient in a family office setting and outlines the characteristics, competencies, and personal attributes that contribute to a successful fit between principals and key employees. Donald also offers practical guidance for both principals and candidates navigating the hiring process. He highlights the importance of asking the right questions to assess cultural fit and shares his recommendations for evaluating whether a working relationship is likely to succeed. In addition, he discusses the role of face time and personal interaction in building trust, developing strong instincts, and fostering long-term professional success. Enjoy this insightful conversation with a seasoned family office executive on the art of aligning talent, culture, and leadership within the unique world of enterprise families and family offices.

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  Episode #36

  Helping Families Manage and Overcome Addiction with Jeff Jones

  Sep 3, 202632 minS4

  Today, I have the pleasure of speaking with Jeff Jones, family recovery coach, author, speaker, and founder of The Family Recovery Solution. Unknowingly, Jeff grew up in an addicted family system and never forgot the experience. This inspired him to earn a master's degree in couples and family counseling and pursue numerous counseling and life coaching credentials. Throughout his career, he has focused on two questions: "How do people actually get better?" and "How do families contribute to the solution?" In his latest book, Rethinking Addiction: The New Family Recovery Solution, he answers both questions and introduces a three-phase program for families with a member in active addiction or early recovery. Jeff describes the realities and challenges families face when a loved one struggles with addiction. He outlines the emotional, relational, and practical issues families must navigate and explains why addiction should be viewed not only as an individual challenge, but also as a family system issue. He also compares traditional approaches to addiction treatment with his Family Recovery Solution, highlighting the advantages and shortcomings of each. One practical recommendation Jeff emphasizes is the importance of having structure. He explains how healthy boundaries, clear expectations, communication practices, and support systems can help families move from crisis management toward a more constructive recovery process. Jeff shares practical guidance for families seeking to support a loved one while also protecting their own well-being. Another important topic Jeff discusses is the range of resources and programs available to families dealing with addiction. From treatment and recovery programs to family-centered coaching and education, he explains how families can identify and utilize the support systems best suited to their circumstances. Enjoy this insightful conversation with a leading family recovery expert on one of the most challenging issues families face today and learn how families can play a vital role in helping loved ones manage and overcome addiction.

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  Episode #35

  Facilitating Family Offices' Access and Exposure to Bitcoin With Cory Klippsten

  Aug 27, 202642 minS4

  Today, I am delighted to speak with Cory Klippsten, Founder and CEO of Swan, a financial services company that focuses exclusively on Bitcoin. Cory is an investor or advisor in more than 50 technology startups and was named to the Top 500 Most Influential list by LA Business Journal in 2024 and 2025. He is a partner in Bitcoiner Ventures, El Zonte Capital, and The Bitcoin Opportunity Fund, and as an angel has funded more than 60 early-stage tech companies. Before startups, Cory worked for Google, McKinsey, and Morgan Stanley, and earned an MBA from the University of Chicago. He is a frequent guest and contributor to tech, financial and Bitcoin media. Recent appearances include CNBC, Bloomberg, Barrons, The New York Times, and Yahoo! Finance. Cory explains how Bitcoin features in the asset portfolios of UHNW families and family offices today and how their attitudes and exposure to this foundational digital asset have evolved over the past few years. He also comments on how Bitcoin compares to or stands out from other digital assets families are considering or investing in. In the grand scheme of things, Bitcoin is still a relatively new asset, and many investors are still coming up the learning curve on how to invest in it. Cory talks about where Bitcoin is today in its maturity curve and its progression from a frontier digital alternative to an established, mainstream asset class. Cory offers his views on the best tools and platforms for families and family offices to become educated on Bitcoin and to keep up with the latest trends and development in this avant-garde space. He describes the products and providers family offices should consider when investing in Bitcoin and participating in the continued ascendance of this and other major digital assets. Don't miss this fascinating conversation with a prominent Bitcoin pioneer, innovator, and entrepreneur. Episode Resources from Cory Klippsten " The Bullish Case for Bitcoin " article Vigil Protocol family financial orchestration (complimentary trial for FOX listeners) " Welcome to Bitcoin video " series " Inventing Bitcoin " book Stephan Livera " Intro to Bitcoin Austrian Economic Thought " " Broken Money " book by Lyn Alden

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