Empowering Rising-Gen Owners with Cutting-Edge Technology with Alexandre Lin
Release Date: 02/06/2025
Investing in Gold to Preserve and Protect the Family Wealth with Drew Mason and Christianna Mason
FOXcast
Today, I’m excited to speak with Drew Mason and Christianna Mason. Drew is Managing Partner at St. Joseph Partners, a precious‑metals brokerage and wealth protection firm serving individuals, families, and family offices across the U.S. and internationally. He is a G2 principal of Andrew Mason Associates, a family business founded in 1979 as a strategic management consultancy and later pivoted to acquiring and building businesses, with three ultimately sold to private equity. Christianna is Drew’s daughter and a G3 member in their family office. She is a CPA who has advised Fortune...
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Inspiring Female Wealth Owners to Find and Fulfil Their Purpose with Amy Hart Clyne
FOXcast
Today, it is my absolute pleasure to speak with Amy Hart Clyne, Chief Knowledge & Learning Officer at Pitcairn. Amy is responsible for Pitcairn’s Family Engagement Services function and leads the firm’s thought leadership and learning initiatives. Before joining Pitcairn, Amy served as Executive Director and Chief Knowledge Officer at FOX, and led our knowledge, learning, and education strategies serving our community of families and multi-disciplinary advisors. Amy is the co-author of the book Finding Her Voice & Creating a Legacy: Portraits of Pioneering Women Leading Wealthy...
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Understanding the Benefits and Complexities of Generation-Skipping Trusts with Amy Wirtz
FOXcast
Today, I’m excited to speak with Amy Wirtz, Senior Consultant with The Family Business Consulting Group. Amy works closely with families to identify their goals around values, ownership, and financial wealth, and helps them establish family offices, councils, and enterprise governance systems to support these goals. She served as a lawyer for 27 years, with the last 10 years practicing collaborative law. In addition, Amy is a trained mediator and skilled facilitator in conflict resolution, communication, and listening skills. She serves on multiple family business advisory boards and...
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Orchestrating Healthy Family Transitions with Bob Weinhold
FOXcast
Today, I am pleased to welcome Bob Weinhold, Partner at Velocity Advisory Group, an advisory firm helping clients accelerate organizational success through leadership development, executive coaching, cultural alignment, and strategic execution. Bob oversees the firm’s Family Business Advisory and Executive Coaching practices. He began his career in healthcare working with executives in 1996 and later that year was fortunate to support the Atlanta Olympic Games with his individual and team performance enhancement experience. Bob supports the development of next generation leaders to prepare...
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Protecting Against Unforeseen Risks by Utilizing 831(b) Plans with Van Carlson
FOXcast
Today, I’m excited to speak with Van Carlson, Founder & CEO of SRA 831(b) Admin, a specialized risk management solutions company. Van has over 25 years of experience within the risk management industry. Prior to founding SRA, Van ran his own property and casualty firm for 15 years and was awarded Presidents Council’s and other top-performing achievements during his tenure as a P&C Agent. In 2008, he saw the Great Recession hit his commercial business clients hard, and just like them, he was also affected by the sharp economic downturn. Out of that challenging experience, he emerged...
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Carrying Forward Values and Legacy by Preserving Family Artifacts with Brad Mindich
FOXcast
Today, I’m excited to speak with Brad Mindich, CEO and Founder of Inveniem, the leading archiving & fan engagement company that works directly with artists, estates, athletes, brands, and individual celebrities on finding, organizing, preserving, and monetizing their artifacts and history. Brad also founded Agent Phoenix, a brand realignment and creative consulting agency, which works with companies to improve and enhance their relationships with their target audiences. Brads businesses have served such iconic artists as Coldplay, Metallica, Norah Jones, Jeff Bridges, Questlove, and...
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Understanding and Utilizing Closely Held Family Office Groups with Mark Tepsich
FOXcast
This week, it is my pleasure to speak with Mark Tepsich, Executive Director and Family Office Design and Governance Specialist in the Family Office Solutions group at UBS Private Wealth Management. Prior to joining UBS, Mark spent several years with a NYC based investment advisory firm, where he built the firm’s family office platform, which included designing the infrastructure, services, tech solutions and vetted third party professionals such as law and tax advisory firms. Prior to that, he spent a decade at a large single-family office where he served as General Counsel of a dynastic,...
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Creating a Values-Aligned Family Office with Sharon Schneider
FOXcast
Today, I have the pleasure of speaking with Sharon Schneider, founder of Integrated Capital Strategies. She works with families and foundations to align all of their activities with their values, expanding from philanthropy and impact investments to advocacy, operating businesses and property management/household operations. She is the author of "Handbook for an Integrated Life: A Practical Guide to Aligning Your Everyday Choices with Your Internal Compass". Previously Sharon served as Executive Director of the Telluray Foundation and was the founding Director of the Walton Personal...
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Leveraging External Partners to Design the Optimal Family Office with Drew McMorrow
FOXcast
Today, it is my pleasure to speak with Drew McMorrow, President & CEO of Ballentine Partners, an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. In addition to being responsible for the day-to-day management of the company, Drew also continues to consult with families on all aspects of their financial lives. Prior to joining the firm in 2002, Drew worked at Mercer Management Consulting, where he advised technology companies on their strategic plans, and before that, he was the Director of Business...
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Extracting Value and Joy from Art Investing with Anne Rappa & Alex Glauber
FOXcast
Today, it is my pleasure to speak with Anne Rappa & Alex Glauber. Anne is the fine art practice leader for Marsh McLennan. She provides risk management advice and assists clients by negotiating risk and insurance solutions related to fine art collections and transactions. Anne has 30 years’ experience representing the interests of both individual and institutional collectors, institutions, art dealers, auction houses, art logistics companies and other fine art focused businesses. Anne, and her firm Marsh McLennan, are a valued Advisor member of the FOX community, and we are grateful to...
info_outlineToday, I am delighted to speak with Alexandre Lin, co-founder and CEO of SumIt Software, a simple, yet sophisticated solution for complex family office accounting. Alex is a second-generation leader of his family's real estate ventures in France and China, and he now dedicates himself to SumIt. Before founding SumIt, Alex was an active investor, advisor, and partner in multiple entrepreneurial ventures, and a management consultant with IBM and Kearney. Alex and his family office are an associate member of FOX and SumIt Software is a FOX technology partner, and we are thankful to have his expertise as part of our membership community.
As a G2 rising family leader, Alex has first-hand experience with the challenges of family transitions and of rising-gen members taking over responsibility and control of their family enterprise. He shares his views and experiences with this intergenerational transition process and the factors that make it challenging for the incoming younger generation.
One of the key challenges Alex believes G2 leaders face is the ability to make good decisions, especially in the face of incomplete information and fragmented data. He elaborates on this issue, shedding light on the reasons why next-gen owners are challenged by poor visibility and bad data.
Alex founded SumIt Software out of frustration with existing solutions he tried to deploy for his own family office. He talks about the specific challenges he encountered and the practical solutions he set out to create with his product.
Looking ahead, Alex provides a vision for how technology solutions for the family office space will develop, and offers practical tips for family owners, family office professionals, and wealth advisors on how they should think about and prepare themselves for the changes that will impact the tools they will need and use in their family offices and firms.
Enjoy this illuminating conversation with an entrepreneurial G2 owner, technology founder, and forward thinker in the family office technology space.