Interacting Effectively with Family Wealth Advisors in the Age of AI with Craig Armstrong
Release Date: 09/11/2025
Realizing the Unique Social Impact of Private Markets with Ross Butler
FOXcast
Today, I am pleased to welcome Ross Butler, a podcaster, strategy consultant and author and the host of Fund Shack, a leading private capital channel. Ross also advises private capital firms on their go-to-market and communications strategies and ethical policies. He has been a business journalist, Editor of Real Deals, and has won Private Equity journalist of the year three times. He was Director of Communications at Invest Europe and has worked with various listed private capital firms on their public market outreach. Our conversation today is about private capital markets. Ross shares his...
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Helping Manage and Minimize Conflict within the Family with Jane Beddall
FOXcast
Today, I have the pleasure of speaking with Jane Beddall, founder and principal of Dovetail Resolutions. Jane is a seasoned mediator, facilitator, and consultant, as well as a certified CINERGY® Conflict Management Coach and a Conflict Dynamics Profile® Certified Practitioner. She works with legacy families, family enterprises, and family offices to help individuals and families handle communication and conflict better. Jane is the host of the weekly podcast Crafting Solutions to Conflict, providing a practical and positive perspective on conflict. In 2014, she received The Honorable Robert...
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Exploring Alternative Residency in New Zealand with Stuart Nash
FOXcast
Today, I am pleased to welcome The Honorable Stuart Nash, CEO and Founder of Nash Kelly Global, a bespoke consultancy that specializes in facilitating New Zealand permanent residency and resettlement through the country's Golden Visa program. Stuart was a senior Cabinet Minister for 5.5 years in the Ardern Administration and launched New Zealand's Golden Visa (or as it is titled: the Active Investor Plus Visa) in September 2022 as Minister of Economic Development. His portfolios included Minister of Police, Economic Development, Small Business, Tourism, Revenue, Forestry, and Fisheries. Before...
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Cracking the Code on Outsourcing Family Office Functions with Brian Weiner and Lisa Castro
FOXcast
Today, I have the pleasure of speaking with Brian Weiner and Lisa Castro of Family Office Growth Partners. Brian is the firm’s Founder & CEO, and for nearly 25 years, he has served as a trusted advisor to successful entrepreneurs and family enterprises in the areas of investment, tax, governance, and philanthropy. Brian began his career in 1996 as the Deputy Trade Commissioner for the Government of Israel, where he facilitated joint ventures/strategic partnerships on behalf of U.S. and Israeli companies. Brian is a serial entrepreneur and a trailblazer in the family office space, with...
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Investing in Soccer as a Family Legacy and Community Asset with Justin Papadakis
FOXcast
Today, I’m excited to speak with Justin Papadakis, Deputy Chief Executive Officer and Chief Real Estate Officer at the United Soccer League (USL). Justin joined the USL in 2014 and has held various roles including President of Commercial Ventures and Chief Operating Officer and has led its expansion efforts across the USL Championship, League One, and Super League, and most recently, the announcement of USL’s plans to launch a Division One men’s professional league in 2027-2028. Prior to the USL, Justin served as leasing director, and later business development director, at DDR Corp, now...
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Navigating the Complex Relationship between Trust and Wealth with Emily Bouchard
FOXcast
Today, I have the pleasure of speaking with Emily Bouchard, founder of Bouchard Bespoke Consulting. Emily is an author and speaker with over 20 years of experience coaching multigenerational families, with a focus on blended family dynamics and family business succession. As a coach and consultant assists clients in effectively communicating about complex situations and building, maintaining, and repairing trust across generations. As a fractional Chief Learning Officer, she designs personalized learning experiences that focus on lifelong growth, emotional intelligence, and financial acumen....
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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...
info_outlineToday, 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 benefit plans at PwC in Miami.
Craig co-founded CAPA, a certified public accounting firm in 2004 and merged with Hancock Askew in 2020 prior to forming Veridian in 2025. He serves on the audit and finance committee of the Board of Directors for Catholic Charities of the Archdiocese of Miami and is a member of the University of Miami’s School of Business Accounting Advisory Board. Craig and his firm, Veridian, are advisor members of FOX and we are thrilled to have their expertise available within our membership community.
In recent years, technological advancements have transformed the role of the advisor serving UHNW families. Craig talks about how the role of the advisor has evolved alongside technology, and particularly how the role of the CPA has changed.
With the rise of AI, we are beginning to witness the next-stage transformation of the family advisor role. Craig shares his thoughts on what is likely to happen to the role of the fiduciary advisor in the era of AI – how will CPAs, estate planners, and wealth planners will coexist with the AI tools.
One practical consideration advisors and families need to navigate is the increasingly divergent preferences between older-gen and rising-gen clients. Craig offers his tips on how professionals and clients can best manage the “generational tug of war” caused by their different values and preferences.
Finally, Craig provides his and suggestions for UHNW clients on how best to interact with their CPA – especially given all the self-serve tools and AI solutions that are increasingly available in all professional services fields.
Please enjoy this highly informative conversation with a leading expert and experienced UHNW advisor serving enterprise families.