FOXcast

Today, I am delighted to welcome Andrew Wolk, founder of Finding Common Purpose, a nonpartisan grantmaking foundation that funds and partners with communities committed to delivering measurable outcomes and expanding opportunity for working Americans. Andrew launched Finding Common Purpose after recognizing that social entrepreneurs can play a greater role in addressing some of society's most pressing challenges, including wages, housing, education, and childcare. He is also a leading voice in the Outcomes Movement, which seeks to shift philanthropy's focus from good intentions to measurable results.

Andrew brings more than two decades of executive leadership experience in the...

Today, I am delighted to welcome Sophia Pacifico Griffini, CEO and Founder of Finance Talks. Inspired by her own experience growing up as a second-generation family member with little guidance on personal finance and investment decision-making, and now as someone married into a sixth-generation family, Sophia founded Finance Talks to help rising-generation family members develop the knowledge, confidence, and decision-making skills needed to steward wealth responsibly.

Prior to launching Finance Talks, Sophia built her career in wealth management, advising high-net-worth and ultra-high-net-worth families, private foundations, nonprofits, and corporations on investment strategy and portfolio management. In addition to...

Today, I have the pleasure of speaking with Ken Costa, a prominent investment banker, author, philanthropist, and trusted advisor whose career has spanned more than four decades. Born in South Africa, Ken was active in the anti-apartheid movement as a student leader before embarking on a distinguished career in global finance. He has held several senior leadership positions, including Chairman of UBS Investment Bank for Europe, the Middle East and Africa, Chairman of Lazard International, and Co-Chairman of Alvarium Investments, a global multi-family investment office.

Over the course of his career, Ken has advised major international companies...

Today, I am delighted to speak with SC Perot, a storyteller, educator, and bestselling author. A proud Dallas native, SC is a graduate of Vanderbilt University and Stanford Law School. After practicing law, she made a bold mid-pandemic pivot to pursue her lifelong passion for teaching and helping others better understand themselves and the world around them.

Today, SC serves as an Adjunct Faculty member in Vanderbilt University's Human and Organizational Development department, where she teaches students about purpose, leadership, and human connection. Her debut book, Styles of Joy, explores how individuals can discover and express joy...

Today, I have the pleasure of speaking with Rich Hua, Founder, CEO, and Chief EQ Officer of EPIQ Leadership Group. Rich is one of the world's foremost experts on building emotionally intelligent cultures of innovation at scale. He developed the EPIC Leadership framework, centered on Empathy, Purpose, Inspiration, and Connection, and founded EPIQ Leadership Group to help executives and organizations build adaptable, resilient, and high-performing cultures that remain deeply human.

Prior to founding EPIQ Leadership Group, Rich served as Chief EQ Evangelist and Worldwide Head of EPIC Leadership at Amazon, where he created the EQ@Amazon initiative...

Today, I have the pleasure of speaking with Teresa Chope and Connor Gribbon of Gallivant, a luxury travel and lifestyle advisory firm serving ultra-high-net-worth families. Teresa is the Founder and CEO of Gallivant. After a successful career as an executive in the biotech and pharmaceutical industries, she recognized that family travel was often missing the depth of engagement and personalization needed to create meaningful shared experiences. More than twelve years ago, she founded Gallivant on the belief that travel is one of the most powerful tools families can use to build human capital, strengthen relationships, and foster a shared...

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...

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...

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...

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...

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...

Today, I have the pleasure of speaking with Esther Greenhouse, CEO of Silver To Gold Strategies, a financial gerontology consultancy working at the intersection of economics and aging. Esther is an environmental gerontologist and longevity strategist. Her work at Silver To Gold Strategies equips financial planning firms to reduce preventable caregiving risks and costs.

Esther applied her unique Enabling Design Method™ to help her mother delay a move to a care facility by 7 years, maintaining dignity and legacy and saving a considerable amount in estimated costs. She has worked on visionary projects, such as the U.S.'s...

Today, I'm excited to speak with Chris Demaillet. Chris spent 18 years working as a private chef for some of the world's wealthiest families: on yachts, in residences, and across the globe. He founded Montclair Chef to help clients find world-class Chefs such as himself and the culinary masters he's worked with and trained.

Before private service, Chris trained in France and worked in several of the world's best kitchens, including a 3-Michelin-star restaurant once ranked among the top 25 globally. That experience, which was the culinary equivalent of being a professional athlete, taught him what precision, discipline, and...

Today, I have the pleasure of speaking with Sherri Helmond, Accounting & Financial Outsourcing Director, Equine Industry Leader at Dean Dorton. With more than 30 years of executive management experience, Sherri brings a unique blend of operational leadership, financial expertise, and industry insight to her role as Dean Dorton's Equine Industry Leader. As Equine Industry Leader, she works closely with clients to align financial strategies with the unique demands of the industry.

Sherri's areas of expertise include business planning, financial analysis, forecasting, and outsourced accounting. She is particularly skilled in implementing technology solutions, including Sage Intacct, to streamline financial...

Today, I am pleased to welcome Edward Marshall, Founder and CEO of Presage Global, an intelligence-powered risk and business advisory firm serving C-suites and boards, family offices, and investors. Eddy is a family office insider and a leading family office researcher, advisor, and author. He is also a risk and threat management specialist, working with families to reduce their cyber, physical, financial, operational, and reputational risk profiles.

Eddy is a member of the Advisory Board and co-heads the Family Office Initiative at the UHNW Institute. He co-authored the book, The Family Office: A Comprehensive Guide for Advisers...

Today, I am delighted to speak with Tony McChrystal, Founder & Managing Director of Pavesen, a specialist digital reputation management firm working exclusively with high-profile individuals, family offices, and private clients. With over 15 years in online reputation management, executive privacy, and sensitive-issue consultancy, Tony is one of the UK's leading authorities on digital reputation strategy. He has worked directly with hundreds of UHNW individuals, family offices, entrepreneurs, C-suite leaders, and politicians across the UK, US, and Middle East.

Prior to founding Pavesen, Tony served as Managing Director of ReputationDefender's UK & European private client practice and subsequently as EMEA...

Today, I'm excited to speak with Sarah Walker, Founder and Principal Designer of Nuance, a legacy estate interior design & wellness advisory firm that helps families and family offices create homes that feel deeply personal, wellness-centered, and effortless to live in. Over 20 years, she has delivered more than 50 multi-million-dollar estates and compounds, specializing in homes that feel like private retreats while remaining straightforward for staff to operate.

Born and raised in Dubai and educated in interior design, art, and construction management, Sarah combines a global design perspective with a strong technical foundation. Prior to Nuance, she led interior...

Today, I am delighted to welcome Christopher Hill, founder of luxury philanthropic travel brands Hands Up Holidays and Impact Destinations. Christopher was working in finance in London when in 2002, he took a trip to South Africa which changed his life. He founded Hands Up Holidays in 2006 and in 2018 launched Impact Destinations, in response to demand from clients seeking transformational experiences, using their philanthropic donations to make an impact. Christopher serves his majority US-based clients from New Zealand where he lives with his family.

Christopher provides his definition of impact travel and describes the concept and purpose of...

Today, I have the pleasure of speaking with Ty Allen, founder of LastingMind, an AI-powered platform that helps families preserve a loved one's voice, stories, memories, and wisdom through interactive conversation. A rising-gen member of an enterprise family himself, Ty initially built LastingMind to solve a need for his own family. LastingMind allows future generations to continue learning from and engaging with the people who matter most – creating a deeply personal digital legacy that families can return to forever.

Before founding LastingMind, Ty built AI-powered chatbot and conversational applications for startups and Fortune 500 companies, with a focus on...

Today, I am excited to speak with Stephan Roche, a Partner at BanyanGlobal, a family enterprise advisory firm. Stephan joined the firm after more than a decade as a family office and investment executive. Most recently, he was CEO of Walton Enterprises, the family office for the Walton family. He also served as COO for Cascade Asset Management, the private investment office for Bill Gates and the Gates Foundation.

An inaugural member of the UChicago Booth School's Family Office Initiative advisory board, Stephan also serves on the boards of Silver Ventures, a family-owned enterprise based in San...

Today, it is my pleasure to speak with Pete Walther, President and CEO of Marsh McLennan Agency Private Client Services, a Marsh business dedicated to serving the unique needs of family offices. Pete also leads the strategy for Marsh Global Family Office Solutions, which extends beyond traditional insurance solutions to include investment solutions, wealth and tax optimization solutions, executive liability and extortion solutions, and risk advisory services, all aimed at addressing the most pressing matters of family offices.

Beginning his career in banking, Pete spent seven years structuring and managing a senior debt portfolio of highly leveraged...

Today, I have the pleasure of speaking with Sarah Thorpe Scott, an executive coach and advisor working at the intersection of leadership, capital, and family enterprise systems. She supports executives, investors, and multigenerational families navigating the moments that matter, including succession, wealth transfer, leadership transitions, governance decisions, and spouses marrying into family systems. Her work focuses on the emotional and relational dynamics that often sit beneath these moments, helping families prepare the next generation for leadership and stewardship while strengthening the dialogue and trust required for long-term success across generations.

Sarah is the Founder of Thorpe Scott...

Today, it is my pleasure to speak with Deborah Goldstein, founder of Enlightened Philanthropy, and advisory firm dedicated to guiding philanthropists across their giving journeys. Drawing from more than 25 years of experience in the nonprofit field, Deborah helps clients align their values with their giving so they can give with clarity and confidence. She is the creator of Philanthropy Camp for Women, an opportunity for women to explore their giving and learn in community.

Deborah has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. She is a 21/64-certified...

Today, it is my pleasure to speak with John Claisse, CEO of Albourne Group, an independently owned, non-discretionary and global investment consultant, providing advice on hedge funds, private equity, private credit, real assets, real estate, and dynamic beta. Founded in 1994, Albourne has over 350 clients with over $750bn invested directly in alternative investments.

John is an equity partner and member of Albourne's Executive Committee and chairs the firm's Corporate Planning Council, which comprises Albourne's function and region heads. He helped develop the firm's proprietary risk analytics, was formerly the Senior Analyst for quantitative equity strategies and multi-strategy hedge...

Today, I'm excited to speak with Valerie Galinskaya, Managing Director and Head of the Merrill Center for Family Wealth®. She works with ultra-high net worth families to help empower them to be purposeful about the impact of their wealth on themselves, their families, and their communities. Her insights have been featured in leading publications and outlets such as The Wall Street Journal, The New York Times, Barron's, Bloomberg, Yahoo! Finance and CNBC.

Valerie rejoined Merrill in 2014 after serving as Project Leader at the Boston Consulting Group (BCG) in New York. She was a 2025 ThinkAdvisor Luminaries Thought Leader o...

Today, I am delighted to speak with Will Bledsoe, founder of Restorative Way, a company that provides training and program implementation for schools, individuals, organizations and businesses to recognize trauma, resolve conflict and engage with challenging behavior. In addition to his private consultation practice, Will is currently a professor of communication in the Isaacson School for Communication, Arts, and Media at Colorado Mountain College.

Will holds a doctorate in communication from the University of Colorado, Boulder, and a master's degree in religious studies, also from CU. While at the university he taught courses in conflict management, group...

Today, I have the pleasure of speaking with Alex Hayward, Executive Fellow, Family Offices and Private Capital at London Business School. Alex is a seasoned expert in Family Offices, with extensive experience building, reviewing, and optimizing Family Offices across the UK, Europe, the US, Dubai, and Australia. Over the past 15 years, he has analyzed more than 100 Single Family Offices, evaluating their structures, operations, and investment strategies.

Alex draws on this broad experience to lead London Business School's work on value creation within Family Offices, examining how leading Family Offices develop their strategy, operations, and culture to support...

Today, I have the pleasure of speaking with Dan Spector, partner at Hanson Bridgett, an Am Law 200 California-based law firm and the first law firm recognized as a certified B Corp. Dan is a trial lawyer, mediator, and arbitrator whose practice focuses on trust, probate and complex civil cases involving families. He has been named in multiple years as a Super Lawyer by his peers for Northern California in the area of Trust and Estate Litigation and a statewide mediation and private neutral panelist for Judicate West, a professional neutral company with offices throughout California.

Dan is...

Today, I'm excited to speak with Max Youngquist, family office structuring and governance leader at RSM, a leading global assurance, tax, and consulting firm.

Max focuses on offering holistic services and solutions for family offices, covering complex tax compliance, structuring, and planning, as well as estate and gift, wealth transfer, and succession planning. He has consulted with individual family members about their many personal financial matters and concierge needs and supported their personal businesses and hobbies.

Prior to RSM, Max held various senior positions at Henry Crown & Company and Ernst & Young. Max and his firm...

Today, it is my pleasure and honor to speak with John A. Warnick. John A. is a celebrated leader and founder in the family wealth professional space, and an inspiration to many of us in our niche field. He has practiced as a tax attorney for over 45 years and has published articles in law reviews, Trust and Estates magazine and the Journal of Practical Estate Planning. He worked as a legislative assistant on Capitol Hill in the 1970s and was a legal intern in the office of the Administrative Assistant to the Chief Justice of the U.S. Supreme...

Today, it is my pleasure and honor to speak with Mark Daniell, Chairman of The Raffles Family Wealth Trust Pte Ltd, a Singapore-based strategic advisory boutique working with a select set of UHNW families and their businesses around the world, addressing issues related to strategy, strategic transactions, governance, leadership, generational transitions and Integrated Legacy Strategy.

In addition, Mark is the founder, along with a team of distinguished global partners, of www.raffleslegacylearning.com, an advanced e-learning platform for legacy families and their advisors. He has 20 years of experience as a partner at Bain & Co, and was also...

Today, it is my pleasure to speak with Annette Hopper and Levi Hammett, co-founders of Full Scope Solutions, a strategic outsourcing firm serving family offices. Annette brings more than 25 years of experience in the investment advisory industry. From 2004 through January 2025, she held key leadership roles at a Boulder- and New York-based asset allocator, serving as Partner, CFO, CCO, and COO. In these positions, she oversaw financial strategy, compliance, and operational execution for both institutional and family clients. Prior to that, she co-founded a consulting firm that served over 60 clients across multiple industries and provided outsourced CCO services for a...

Today, I'm especially honored to welcome Ted Rich, Chief Growth Officer for Rich Products, a family-owned food company with annual sales of over $6B and a market-leader in a number of food categories, including cakes, icings, pizza, appetizers, and specialty toppings. In this position, Ted leads company­wide demand-creation strategies to accelerate growth and expansion in priority markets and segments across the globe. He is also a member of Rich's Executive Team and Board of Directors where he serves on the Finance and Audit Committee.

In 2020, Ted established the Rich Family Council for the family-owned business where h...

Today, I have the pleasure of speaking with Maura Harris, Founder of Maura Harris & Company, an operational due diligence (ODD) consulting boutique. With over 25 years of experience in alternative asset management, Maura has worked for premier asset managers, fund of funds, RIAs, and family offices. Her core services include Operational Due Diligence (ODD) Readiness, ODD Document Review, ODD Full Reviews, ODD Audit and ODD Verification, as well as add-on specialty due diligence.

Prior to working with private clients, Maura was the Head of Due Diligence at Bostwick Capital, a fund of funds, from 2016 to 2024. In addition, she...

Today, it is my pleasure to speak with Brad Fisher, founder and Managing Partner of The Scalable Leadership Group, a firm that works with Growth Stage Company leaders to streamline their operations and accelerate their progress. Brad works with business leaders who want to unlock the long-term potential of their companies and their families. He speaks and writes about scalability, leadership, and family business matters. He recently published a book called Family Business Abundance.

Brad has devoted most of his career to entrepreneurship in the business-to-business, technology, healthcare, manufacturing, family business, and private equity investment arenas. He...

Today, I'm excited to speak with Chris Bull, Chief Executive Officer of Northern Jet, one of the nation's premier private aviation companies delivering personalized travel solutions for entrepreneurs, executives, and families across the United States. With more than two decades of experience in aviation leadership, Chris has guided Northern Jet through a period of significant growth and transformation — most notably leading the 2023 merger of SpeedBird and Northern Jet Management, which established the company as one of the largest independently owned private aviation providers in the country.

Under Chris's leadership, Northern Jet continues to set the standard for sa...

Today, I am pleased to speak with Pascal Köppel, Managing Director, Head of Investment Management and Chief Investment Officer at Vontobel Swiss Financial Advisers. Pascal and his teams are responsible for the discretionary portfolio management, selection of suitable investment vehicles and development of specific client solutions as well as the investment advisory mandates.

He joined UBS in 2004 as Head of Active Advisory in Zurich where he was responsible for the investing of CHF15bn in assets and managed a team of 40 investment specialists providing investment advisory services for clients worldwide. Prior to joining UBS, Pascal worked f...

Today, it is my pleasure to speak with Jeffrey Croteau and Kate Dumas of Tide Cycle, a specialized firm that serves as the outsourced chief investment officer for large, ultra-high-net-worth families and individuals, providing customized investment solutions. Jeff is Founder and CIO of Tide Cycle, which he founded after a successful tenure at Prime Buchholz LLC and Mercer Investment Consulting.

With a background in mathematics, Jeff's investment journey began as an analyst and evolved into leadership, guiding families and institutions through major market events like the tech bubble, the financial crisis, and the Covid pandemic. He serves...

Today, I am delighted to welcome Verónica Lajud del Valle, Founder of Stellar Educational Consulting and Creator of the Stellar Insight Method. Verónica works with UHNW families worldwide and helps them create homes and educational environments where their children don't just succeed but they flourish and make a deeper change.

Her approach weaves together structure and empathy, strategy and heart. She has trained at the historic Montessori institutes in Bergamo, Perugia, and Rome, diving deep into everything from psychomotor development to Edgar Morin's complex thinking to psychoanalysis.

This multidimensional perspective inspired her to cr...

Today, it is my pleasure to speak with Natasha Silver Bell, Founder & CEO of SilverBell Global, a concierge provider of case management services, crisis management and intervention for individuals and families with behavioral, mental health, and addiction difficulties. Bringing over a decade of expertise in mental health, Natasha orchestrates multidisciplinary systems and teams across the US, the UK, the UAE, and beyond.

A thought leader and keynote speaker, Natasha curates dialogues with leading practitioners around mental health, wellbeing, and spirituality. Recent thought leadership includes the Lord Mayor's Global Family Office Summit at Mansion House, London, and Grace...