Catalyzing Family Member Engagement with Impact Strategies with Jason Ingle
Release Date: 10/17/2024
FOXcast
Today, I’m excited to speak with Jennifer Laurence, Founder and President of Luxury Lifestyle Logistics, a luxury home management and hospitality consulting firm. Jennifer has 25 years of expertise in luxury hospitality and private estate management and is a certified Butler, a trained Protocol Officer, holds a Wine Sommelier certificate, and is currently writing her doctoral research study on estate management communication. Through her consultancy, Jennifer specializes in service assessments, staff training, and operational strategy, ensuring estates function with seamless precision. We...
info_outlineFOXcast
Today, I have the pleasure of speaking with Volker Then, an independent Senior Impact Analyst who is launching a start-up company on Comprehensive Impact Measurement together with a coalition of impact partners. From 2022 to 2024, Volker was Founding Chief Executive Officer and Member of the Executive Board of Fondazione AIS (Advancing Impact and Sustainability) in Bologna. Earlier in his career, Volker was Executive Director of the Centre for Social Investment at Heidelberg University for 15 years and also served as Director Philanthropy and Foundations at the Bertelsmann Foundation. He is a...
info_outlineFOXcast
Today, I am delighted to welcome Chris Koenemann, a family advisor and coach specializing in spiritual coaching and accompaniment. Chris served as Prior and Cellarer of a monastery of 20+ monks that owned and operated a school and operated a parish, and prior to that Chris was a Catholic monk for seventeen years, including five years in Rome, and as a Catholic priest. He studied organizational design and worked in that field with PwC Consulting and IBM. Of all the 5 capitals Jay Hughes defined, spiritual capital is probably still the least frequently discussed in our field. In this...
info_outlineFOXcast
Today, it is my pleasure to speak with Bruce Benesh, Managing Principal at Benesh Consulting Group. Bruce has more than 40 years of experience in executive compensation, tax planning relating to compensation arrangements, and international human resource consulting. He formerly served as the national partner- in-charge of the Human Capital Services Practice at Grant Thornton, and prior to that was the partner-in-charge of Arthur Andersen's Americas Human Capital Services Practice. Bruce, along with his firm Benesh Consulting Group, is a distinguished and generous advisor member of FOX, and we...
info_outlineFOXcast
Today, it is my pleasure to speak with Betsy Erickson & Joseph Brooks, Co-Heads of Family and Individual Services at Arabella Advisors, a leading philanthropy services firm supporting individual, family, institutional, and corporate donors worldwide. Prior to joining Arabella, Betsy worked for eight years in the nonprofit sector with groups focused on cancer research. She provided independent consulting services to national and regional nonprofit organizations such as CureSearch National Childhood Cancer Foundation, the Make-A-Wish Foundation, and the Lance Armstrong Foundation. Prior to...
info_outlineFOXcast
Today, I have the pleasure of speaking with Cassandra Levene, Managing Director of Alpine Homes and Co-Founder of Swiss Homes. Cassandra is a multilingual real estate expert specializing in luxury Alpine properties. She took over her family business five years ago, bringing innovative leadership to Alpine Homes. Her firm offers concierge-style services to UHNWI clients and family offices around the globe, helping them invest in Swiss real estate—particularly in the iconic Swiss Alps. The COVID-19 pandemic had a profound impact on demand for secondary residences outside of the major global...
info_outlineFOXcast
Today, it is my pleasure to speak with Kasia Flanagan, founder of Everyday Legacies, a boutique personal history firm. Kasia and her team help high-net-worth families capture the experiences, values, and wisdom that define their legacies. Through bespoke memoirs, family story books, and legacy films, they help clients create lasting qualitative assets that complement their financial wealth and preserve their true legacies. Kasia is an award-nominated historian, entrepreneur, and keynote speaker specializing in legacy preservation for exceptional individuals and families. Kasia and her firm,...
info_outlineFOXcast
Today, I have the pleasure of speaking with Kevin Quinn, founder and president of Legacy Counsellors, an estate and business planning law firm serving successful individuals and families throughout New England. Kevin is a former Fellow of the Esperti-Peterson Institute and a member of the WealthCounsel, LLC, and a former member of the National Council on Planned Giving and the Connecticut Planned Giving Group. He is a co-founder of the Wealth Legacy Development Project, an organization dedicated to helping non-profit organizations develop planned giving programs. Kevin is the founder and an...
info_outlineFOXcast
Today, I’m excited to speak with Michael Liebeskind, founder and principal at Golconda Partners, an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment account policies. Michael started his career with the accounting firm of Coopers & Lybrand and today is the founder of several operating businesses in the financial services space. He is a member of the New York State Society of CPAs, the Estate Planning Council of New...
info_outlineFOXcast
Today, I have the pleasure of speaking with David Yeager, professor of psychology at the University of Texas at Austin and cofounder of the Texas Behavioral Science and Policy Institute. David is best known for his research conducted with Carol Dweck, Angela Duckworth, and Greg Walton on short but powerful interventions that influence adolescent behaviors such as motivation, engagement, healthy eating, bullying, stress, mental health, and more. David recently published his latest book “10 to 25: The Science of Motivating Young People: A Groundbreaking Approach to Leading the Next...
info_outlineToday, I am delighted and honored to welcome Jason Ingle, founder and Managing Partner of Third Nature Investments, an integrated impact capital platform investing in the most promising innovations to address urgent and massive challenges we face within our most critical earth systems. Jason is a 5th generation member of the Ford family. He currently serves as the board chair for the family office and as a member of the investment and governance committees and is also a member of the family council and previously served as the chair, and he serves as a board director of the Ford Fund, the philanthropic arm of Ford Motor Company. Jason is a founding member of The ImPact, a membership network of family enterprises, including family offices, foundations, and businesses, that are committed to making investments with measurable social impact.
The Enterprise Family/FO space is full of important and sometime baffling polarities – one prominent one is between promoting the “togetherness” of the family as a whole while concurrently enabling the “individuality” of each family member. Jason talks about how his family, and himself personally, dealt with this polarity of togetherness vs. individuality and found the right balance.
FOX research among rising-gen family members shows that finding their role in the enterprise, and by extension their purpose more broadly, is a top priority – and often a pain point – for emerging family leaders and younger family members. Jason’s journey took him from being less involved and connected with the family enterprise to eventually playing a key role in the governance and leadership of the family. He shares how his journey unfolded and what he learned from it.
One significant outcome of Jason’s personal journey within his family enterprise was his discovery of impact investing – and impact more broadly – as a core value and purpose to which he concluded he wants to dedicate his time, attention, and capital. He shares how that process worked and how he landed on this most important point of relevance to himself personally.
Jason offers his suggestions and practical tips for family leaders and family members who are thinking about effectively catalyzing their rising-gen members and getting them more actively involved in the work and life of the family as a shared enterprise.
Impact is possibly the most important priority and objective most enterprise families arrive at. Jason provides his suggestions for family members who are looking to either start their impact journey or become more involved in the global impact movement. He also describes the organization he is part of – The ImPact – and how families can get involved, contribute, and benefit from it.
Don’t miss this unique conversation with a prominent family leader, philanthropist, entrepreneur and impact investor who is an active and generous member of the FOX community.