Jonathan Tunner and Jeremy Lee Discuss Direct Lending
Jonathan Tunner, Director of Private Investments at FOX, and Jeremy Lee, Principal Product Specialist at Owl Rock, discuss direct lending and its many...
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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.
FOXCast: Jonathan Tunner and Jeffrey Hodge Discuss the Role of Insurance in Direct Investing
Jonathan Tunner, Director of Private Investment Opportunities at FOX, and Jeffrey Hodge, Managing Director at Marsh McLennan spend some time focusing ...
FOXCast: Scott Wingett and Leigh Griffith Discuss New IRS Coordinated High Wealth Audit
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 ...
FOXCast: Scott Winget and Leigh Griffith Discuss New IRS Coordinated High Wealth Audit
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 ...
FOXCast: Private Equity Fund and Direct Investing in Today's Market
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 direc...
FOXCast: Private Equity Fund and Direct Investing in Today's Market
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 direc...
FOXCast: Philanthropy and Next Generation Success
In this episode, Jacqueline Valouch, head of philanthropy at Deutsche Bank Wealth Management talks about the role of philanthropy in onboarding the n...
FOXCast: Philanthropy and Next Generation Success
In this episode, Jacqueline Valouch, head of philanthropy at Deutsche Bank Wealth Management talks about the role of philanthropy in onboarding the n...
FOXCast: Can we Offset the Cost of Living in Paradise?
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 cr...
FOXCast: Can we Offset the Cost of Living in Paradise?
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 cr...