Cracking the Code on Outsourcing Family Office Functions with Brian Weiner and Lisa Castro
Release Date: 12/11/2025
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...
info_outline
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...
info_outline
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...
info_outline
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...
info_outline
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...
info_outline
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....
info_outline
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...
info_outline
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...
info_outline
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...
info_outline
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 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 diverse experience at firms including Smith Barney, Allied Advisors, BNY Mellon.
Lisa is President of Family Office Services at Family Office Growth Partners. She brings over 30 years of experience serving high-net-worth families, C-suite executives, and influential leaders. Throughout her career, she has had the privilege of working with distinguished families to establish independent family offices, supporting CEOs and former government officials in her role as a proactive Chief of Staff. Lisa played a key role in the founding and conceptual development of The Paulson Institute, established by former U.S. Treasury Secretary, Hank Paulson.
Brian and Lisa, and their firm Family Office Resource Group, are Advisor members of FOX and we are privileged to have their expertise within our membership community.
Outsourcing is a big, and increasingly relevant, topic in our space. Brian and Lisa share their perspectives on outsourcing by families and family offices and highlight some of the prevailing practices in the sector. One of the most common and evergreen questions in this realm is what to outsource and what to build and operate in house. Brian and Lisa shine a light on this question and describe some of the frameworks and criteria family offices and their principles should apply when trying to make this crucial decision.
Once the decision to outsource has been made, the key challenge is to figure out how to vet and select the providers who will take over the critical functions for the family office. Brian and Lisa offer practical tips for family office leaders and wealth owners who are in this important early stage of their outsourcing journey.
They also provide suggestions for family offices on the ongoing management of their outsourcing relationships, explaining how they should optimally oversee, coordinate, evaluate, and renegotiate these vendor relationships to achieve the best results for the family and the family office operation.
Don’t miss this highly insightful conversation with two of the most experienced, recognized, and well-connected thought leaders and practitioners in the family office outsourcing space.