Protecting Against Unforeseen Risks by Utilizing 831(b) Plans with Van Carlson
Release Date: 06/05/2025
Attracting and Retaining Top Family Office Leadership Talent with Brian Adams
FOXcast
Today, it is my pleasure to speak with Brian Adams, Partner at Mack International, where he specializes in C-suite executive search and human capital consulting for family offices and enterprises. Brian serves on the board of Sirrom Partners LP, a single-family office, and is the host of the Mack Podcast, which provides expert insights for family office professionals. Alongside his family office expertise, Brian co-founded two real estate private equity firms and was a former practicing attorney. Mack International is a former long-time member of FOX. Talent – especially top leadership...
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Interacting Effectively with Family Wealth Advisors in the Age of AI with Craig Armstrong
FOXcast
Today, I am pleased to welcome Craig Armstrong, Managing Partner of Veridian, a Miami-based tax, audit, accounting, and advisory firm. Craig has over 25 years of public accounting experience, including serving clients ranging from Fortune 500 companies to local or middle market companies, as well as high net worth family offices and individuals. He began his career with the firm of Williams, Cox, Weidner, and Cox in Tallahassee, Florida, and held prior roles as Senior Manager of Corporate Accounting Special Projects with Ryder System, Inc. and South Florida Site Leader for audits of employee...
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Deploying Unique Assets as Part of the Family’s Philanthropic Strategy with Debbie Wilkerson
FOXcast
Today, it is my pleasure to speak with Debbie Wilkerson, President & CEO of Greater Horizons, one of the nation’s largest and most experienced providers of philanthropic services, with more than $6 billion in charitable assets. Since 1998, Debbie has helped build Greater Horizons and its local counterpart, the Greater Kansas City Community Foundation, into trusted partners for individuals, families and companies using donor-advised funds and other charitable vehicles to support the causes they care about. With a background in estate and tax law, Debbie was introduced to philanthropy...
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Instilling the Family Values in the Family Office Design and Culture with Eric Hohauser
FOXcast
Today, it is my pleasure to speak with Eric Hohauser, President of Harvey Hohauser & Associates, a firm specializing in the assessment, identification, integration, and placement of culturally aligned and strategically adaptive C-Suite & Vice President level leaders. Prior to joining Harvey Hohauser & Associates in 2008, Eric worked at a multi-site distribution and retail business, where he was responsible for the management of cross-functional operations, merchandising, recruitment, and training teams. Eric, and his firm Harvey Hohauser & Associates, is a valued and generous...
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Helping Young Rising Gens Navigate the College Prep Process with Christopher Rim
FOXcast
Today, I am pleased to welcome Christopher Rim, founder and CEO of Command Education, a top college admissions consultancy based in New York City. Command Education helps students pursue their passions and navigate the college process. Before founding the company in 2015, Christopher worked on inspirED at Meta with the Yale Center for Emotional Intelligence and served on advisory boards for organizations like Lady Gaga’s Born This Way Foundation. A Yale graduate in psychology, he developed an EQ-based mentoring approach that has helped hundreds of students gain admission to top schools, with...
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Weathering Periods of Historic Geopolitical and Economic Disruption with Patricia Angus
FOXcast
Today, I have the pleasure of speaking with Patricia Angus, Founder and CEO of Angus Advisory Group, an independent consulting practice serving enterprise families. A former international trusts and estates lawyer, Patricia is a thought leader in the field of multi-generational family governance, wealth and philanthropy. She has been advising global families and their companies, family offices, and foundations, for three decades and is the author of The Beneficiary Primer, among numerous publications. She founded the Global Family Enterprise Program at Columbia Business School, where she...
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Integrating the Story of the Wealth into the Family Purpose With Samantha Reynolds
FOXcast
Today, it is my pleasure to speak with Samantha Reynolds, Founder & CEO of ECHO Storytelling Agency. Since 1999, Sam and her firm have been trusted by hundreds of prominent families and global companies to preserve their legacies in books and videos. In 2005, Sam was named one of British Columbia’s “Top 40 under 40” and is also a Forbes Magazine Council Member and writes a monthly article on how to use authentic storytelling to drive business results. Sam and her firm, ECHO, are Specialist Advisor members of FOX, and we are excited to have her expertise and thought leadership within...
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Protecting Older Family Members from Financial Fraud and Exploitation with Elizabeth Clubb
FOXcast
Today, I have the pleasure of speaking with Elizabeth Clubb, Founder and CEO of myFloc, an innovative fintech company addressing the unique financial needs of the aging population and their families. Prior to myFloc, Elizabeth was President and Chief Strategy Officer at an innovation and growth consultancy serving Fortune 500 clients across a broad range of industries. Elizabeth is on the Board of Directors of Lenbrook, a nationally renowned Continuing Care Retirement Community, where she serves on the Strategic Planning Committee and the Marketing Committee. She is an active member of the...
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Writing an Autobiography to Capture a Family’s Origins, Stories and Values with Roy Moëd
FOXcast
Today, it is my pleasure to speak with Roy Moëd, Co-Founder of LifeBook Memoirs, a company dedicated to helping parents and grandparents preserve their life stories in beautifully crafted, private autobiographies for their families. The inspiration for LifeBook Memoirs came from Roy’s own experience when he helped his ageing father rediscover a sense of purpose at a difficult time in his life. Since then, Roy and his company have created over 20,000 private memoirs for families in more than 40 countries. Prior to that, Roy co-founded Pourshins Limited in 1978, which grew into a global...
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Leaning on Trust and Communication for Successful Family Transitions with Amy Castoro
FOXcast
Today, I have the pleasure of speaking with Amy Castoro, President and CEO of The Williams Group, where she leads a team dedicated to ensuring the smooth transfer of wealth across generations. Amy is a recognized expert in preparing high-net-worth families to successfully transition wealth while maintaining family unity and control over assets. She is also an accomplished author, keynote speaker, and senior family coach known for her direct yet compassionate approach, which fosters long-term relationships and delivers measurable results. Amy is the author of Bridging...
info_outlineToday, 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 committed to developing better ways to manage risk and improve business operations for his clients, and consequently founded SRA 831(b) Admin to pursue this mission.
In this episode, we delve into the topic of micro-captive insurance plans, or 831(b) plans, and the ways family businesses and family offices can deploy this specialized tool to manage a range of risks. Van covers the fundamentals, offering our audience an overview of how 831(b) plans work and why wealth owners and family enterprises should consider deploying this innovative risk management tool.
There are many ways 831(b) plans can create value for families and their enterprises. Van describes the most common use cases families and family offices can address by deploying 831(b) plans and shares some examples of the different unfunded liabilities this tool can help address.
One very practical and helpful tool Van developed is the 831B.com website. He talks about the resources that are available on the website and how families and family office teams can utilize this public resource.
The 831(b) solutions have many positive applications, but as is the case with everything in life, there are also downsides to consider. Van covers the potential risks associated with 831(b) plans and shares his tips on how our listeners can avoid or mitigate these risks.
Please enjoy this insightful conversation with a pioneer and thought leader in the technical field of micro-captive insurance plans.