Jonathan Tunner, Director of Private Investments at FOX, and Jeremy Lee, Principal Product Specialist at Owl Rock, discuss direct lending and its many uses in the direct investing landscape.

FOXCast

Jonathan Tunner and Jeremy Lee Discuss Direct Lending

Jonathan Tunner, Director of Private Investment Opportunities at FOX, and Jeffrey Hodge, Managing Director at Marsh McLennan spend some time focusing on the role of insurance and its many uses in the direct investing landscape.

FOXCast: Jonathan Tunner and Jeffrey Hodge Discuss the Role of Insurance in Direct Investing

 In June, the IRS announced that it will begin a new campaign to audit hundreds of high net worth individuals after they reopen their offices on July 15th, 2020. To learn about who should be concerned and what to do, Scott Winget, Enterprise Market Leader for Family Office Exchange interviews Leigh Griffith, a partner with Waller Law. Leigh recently wrote a related article, entitled “New IRS Coordinated High Wealth Audit” which is available in FOX's Advisor Thinking section of the website. 

FOXCast: Scott Wingett and Leigh Griffith Discuss New IRS Coordinated High Wealth Audit

FOXCast: Scott Winget and Leigh Griffith Discuss New IRS Coordinated High Wealth Audit

In this episode, Todd Kellerman and Tim Wray from V3 Limited discuss lessons learned from the past and current trends in private equity fund and direct investing. V3Limited provides customized investment advice, active management,and realization execution services for Advisors and Investors holding Tail End private funds and direct investments.

FOXCast: Private Equity Fund and Direct Investing in Today's Market

 In this episode, Jacqueline Valouch, head of philanthropy at Deutsche Bank Wealth Management talks about the role of philanthropy in onboarding the next generation, creating successful partnerships within your family, and even working with other families to make a larger impact. 

FOXCast: Philanthropy and Next Generation Success

In this episode, we pick the brain of Robb Lanham, Chief Sales Officer at HUB International. In his role, Robb works with family offices to develop creative solutions for complex risk. And speaking of complex risk, losses due to natural disasters are on the rise worldwide and the insurance world has had to dramatically shift in response to recent catastrophic events. He explains why, for the first time, we're seeing the cost of insurance driving the home-buying process.  

FOXCast: Can we Offset the Cost of Living in Paradise?

 In this episode, we sit down with Karen McNeill, Director of Family History at Ascent Private Capital Management of US Bank, to discuss her fascinating role in researching family histories as part of a comprehensive wealth planning platform. Here, she discusses how applying historical knowledge to family culture can play an enormous role in supporting family preservation and success. 

FOXCast: Historical Imagination for Family Preservation

In this episode, Tina Milligan, Managing Director at BMO Family Office, part of BMO Wealth Management, illustrates the importance of family meetings. With over 20 years of experience, Tina knows that holding family meetings and having open lines of communication are vital elements for families who are connected through wealth. She covers family meeting guidelines suitable for different family needs.

FOXCast: Family Meetings are where Expectations are Set and Trust is Reinforced

The yacht insurance market is dramatically changing in terms of available capacity and cost. As vessels get bigger and more sophisticated, clients worldwide are experiencing premium increases. In this episode, we sit down with Sean Blue, Global Head of Watercraft Insurance at AIG Private Client Group, a division of the member companies of the American Insurance Group, Inc. (AIG), to get caught up on how yacht-owning families can plan ahead to mitigate the overall cost of risk.

Managing Risk for Yachts, Superyachts, Megayachts, and Gigayachts

The issues that come up in a family office or family enterprise are unique to each family and are rarely discussed in a public forum. In this Podcast, Family Office Exchange reveals some of these issues in discussions with Family-Office subject-matter experts, family members, and trusted advisors. The podcast gives the listener a taste of how having a FOX membership can transform the way families and their trusted advisors approach ideas like philanthropy, governance, investing, and more.

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FOXCast

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