Protecting Against Unforeseen Risks by Utilizing 831(b) Plans with Van Carlson
Release Date: 06/05/2025
Developing Family Office Talent Through Effective Coaching with Marcy Brajkovic and Stephanie Rosenberg
FOXcast
Today, I have the pleasure of speaking with Marcy Brajkovic and Stephanie Rosenberg. Marcy is the President and Owner of Chatfield Global LLC, a boutique consulting firm specializing in Human Resources and Organizational Effectiveness. And Stephanie is the Director of Talent Development at Chatfield Global. With over 20 years of experience at companies like Ernst & Young, PricewaterhouseCoopers, SC Johnson, W.W. Grainger, Anixter (now Wesco), and Hospira (now Pfizer), Marcy has helped organizations — from family-owned manufacturers to Family Offices to Fortune 50 enterprises — align...
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Embracing Intersectionality to Deepen Relationships with Family Members with Dr. Paul Hokemeyer
FOXcast
Today, I am delighted to speak with Dr. Paul Hokemeyer, founding principal of Drayson Mews and author of Fragile Power: Why Having Everything is Never Enough and Fragile Power 2.0: Wealth, Narcissism & Mental Health, the leading resources for individuals, couples, and families of wealth seeking culturally respectful and clinically effective mental health services. Dr. Paul serves as the Senior Wellness Expert to Ispahani Advisory, a London-based consulting firm specializing in multijurisdictional, ultra-high-net-worth families. He is an Associate Member of the American Association for...
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Discovering Dubai as a Regional Center for Global Enterprise Families with H.E. Mohammad Ali Rashed Lootah
FOXcast
Today, it is my pleasure and honor to speak with His Excellency Mohammad Ali Rashed Lootah. His Excellency is the President and CEO of Dubai Chambers, one of the largest economic development arms in Dubai. In his current role, he oversees the implementation of Dubai Chambers’ strategic initiatives and plans, which aim to improve ease of doing business in Dubai, support businesses expanding globally, attract foreign companies and investment and advance the digital economy. Previously, he served as CEO of the Commercial Compliance & Consumer Protection for Dubai’s Department of Economy...
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Mastering Family Office Successions with Dan Veitkus
FOXcast
Today, I am delighted to welcome Dan Veitkus, CEO & Managing Partner of Corsica Partners, LLC, a global executive search and strategic talent management firm specializing in recruiting executive leadership for private equity, venture and family office backed companies. Dan grew up in a family business and started his first company at the age of 13. Prior to entering the field of executive search and coaching, he served 20+ years as a business leader and executive for private and public companies ranging in size from $10M - $1B annual turnover in the telecom, software/SaaS and corporate...
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Securing In-Home Elder Care Solutions for Family Members with Teresa Leigh
FOXcast
Today, I am excited to speak with Teresa Leigh, owner and founder of Teresa Leigh Home + Family Office an award-winning, nationally recognized boutique firm advising UHNW clients on staff and service vendors for the home, property and family office. Teresa has worked with high-net-worth clients for over 39 years, and is a passionate educator, speaker and author of multiple published white papers, educational videos and articles focused on helping high net worth clients make the best decisions for their homes and family offices. Teresa is often quoted by The Wall Street Journal, Forbes,...
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Managing Luxury Properties with Anticipatory Excellence with Joe Pellegrino
FOXcast
Today, I am delighted to speak with Joe Pellegrino, co-founder of The Pantheon Group, a bespoke residential management company. Joe partners with leading family offices to transform how their clients' residential estates are managed. He has pioneered a comprehensive residential estate management approach that seamlessly integrates with family office operations, reducing property management complexity to near-zero. Serving ultra-high-net-worth families with multiple properties across the United States, Joe and his team act as the dedicated real estate arm for discerning family offices, ensuring...
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Serving the Family's Ever Complex Information Management Needs with Tomas Hurcik
FOXcast
Today, I am delighted to speak with Tomas Hurcik, Co-Founder and CEO of ORCA AG, a Swiss based SaaS company focused on building legal technology to support and automate the growing amount of legal, tax and compliance to-do's that modern families with complex legal structures face. Tomas co-founded ORCA in 2017 after gaining first-hand insight via his wife’s family business and family office into the difficulty of assembling, analyzing, and sharing structure charts, entity management, and compliance reporting information. Prior to co-founding ORCA, Tomas spent his entire working life in...
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Building an Intentional Community for People with IDD with Debbie Bond Dear and Whitney Dear-Reyes
FOXcast
Today, it is my pleasure to speak with Debbie Bond Dear and Whitney Dear-Reyes. Debbie is the Founder & Executive Director of Vanguard Landing, a purpose-planned community designed to offer a safe, intentional, interactive, and inclusive community where persons with intellectual and developmental differences can thrive and achieve their life’s full potential. Whitney is Board Chair of Vanguard Landing and serves as the organization’s Development and Resource Director. First, Debbie and Whitney orient our listeners to the basics of this very important topic. They define the term...
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Understanding and Engaging with the World of Luxury Estate Managers with Mohamed Elzomor
FOXcast
Today, I am delighted to speak with Mohamed Elzomor, Co-Founder of Nines, a household management platform trusted by hundreds of family offices around the world. He and his co-founder Jacco de Bruijn created the company and lead its mission to bring ease, structure, and innovation to the world of household management. Mohamed and his company Nines are a FOX technology resource partner, and we are excited to have their expertise as part of our membership community. Mohamed focused his entrepreneurial attention and creativity on the niche segment of managing the private estates and household...
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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...
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.