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 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 learning sectors.
Dan is an active advisor to CEOs and boards and a former distinguished mentor & executive coach for the Branson Centre of Entrepreneurship, an organization founded by Richard Branson to support entrepreneurs by providing leadership development, mentoring and coaching to help launch and grow their businesses. Dan is the author of the Amazon Best Seller Straight Talk Your Way to Success. He also produced a Broadway Show, Dream Big: The Rudy Ruettiger Story, now available on Amazon Prime.
Succession is easily one of the top three evergreen topics and challenges that UHNW families and their family offices contend with all the time. Dan explains why it is important that succession happens in the family office in a planful and smooth way. He highlights how succession in the family office is different from traditional corporate succession and business continuity practices and points out the unique distinctions of family office transitions and successions.
Based on his extensive experience advising and recruiting talent for family offices, Dan offers his practical suggestions for family offices and family principals looking to hire key executive talent as part of their succession planning.
He also offers practical tips for all the other stakeholders in the succession process, including the candidates looking to land the key role at a family office, but also the advisors, family office employees, and family members who participate in or are impacted by the leadership transition.
Enjoy this insightful conversation with a leading talent and operations practitioner and advisor in the UHNW and family office space.