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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.© 2025 FAMILY OFFICE EXCHANGE Economía Finanzas Personales
Episodios
  • Living a Fulfilled and Healthy Life Through Spirituality With Natasha Silver Bell
    Feb 5 2026

    Today, it is my pleasure to speak with Natasha Silver Bell, Founder & CEO of SilverBell Global, a concierge provider of case management services, crisis management and intervention for individuals and families with behavioral, mental health, and addiction difficulties. Bringing over a decade of expertise in mental health, Natasha orchestrates multidisciplinary systems and teams across the US, the UK, the UAE, and beyond.

    A thought leader and keynote speaker, Natasha curates dialogues with leading practitioners around mental health, wellbeing, and spirituality. Recent thought leadership includes the Lord Mayor's Global Family Office Summit at Mansion House, London, and Grace Under Pressure with Sir António Horta-Osório, exploring the evolving relational complexities of generational prosperity in personal and professional realms. Natasha extends her commitment to accessible mental healthcare through her co-founding of Inservice Foundation, which supports underserved populations, and the creation of the Megan Ann Foundation, which serves sober women and survivors of intimate partner violence, prioritizing personal growth.

    Natasha and her firm, SilverBell Global, are Specialist Advisor members of FOX, and we are thrilled to have her expertise and thought leadership within our membership community.

    In her professional field, where Natasha helps clients manage and overcome serious challenges, such as mental health issues and addiction, spirituality – one's relationship with and belief in a higher power or a divine entity – is a big and important topic.

    We start by talking about spirituality in the context of an organized religious institution. Natasha shares her views and experience with institutional spirituality. She highlights the most common rewards and struggles people have when engaging with organized spirituality shares best practices to consider from her years of working with families and individual clients.

    Being part of a religious institution that is built and run by other people is not the only way to experience and nurture one's spirituality. Natasha discusses the paths people can pursue to have a spiritual life outside of an organized religion.

    One practical tool Natasha emphasizes in the pursuit of spirituality is story telling. She tells us how and why stories are an important pillar of any spiritual experience – especially those shared by multigenerational families.

    For nearly everyone, fear is always present in their relationship with a divine entity. Natasha offers her practical suggestions on how to address and overcome the fear in spiritual and religious life – outlining the alternative paths to "fear of God".

    Do not miss this deeply insightful conversation with one of the leading practitioners and thought leaders in the realm of spirituality and wellbeing serving UHNW families.

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    31 m
  • Designing Engaging and Memorable Family Events with Alicia Fritz
    Jan 29 2026

    Today, it is my pleasure to speak with Alicia Fritz, Founder and Principal Designer of A Day in May Events, an event production firm sought after for mastering the art of entertaining. With a mission to preserve the unique history and life experiences of her clients and their families, Alicia and her team have been entrusted as strategic partners for their private, legacy clients for close to two decades. Since 2007, Alicia has built a dedicated staff of event specialists and creative thinkers who operate with a methodical and intuitive system that prioritizes collaboration with their clients, respectful partnership with their creative teams and an unwavering commitment to a flawless event.

    Alicia has been recognized as one of the country's top event planners by VOGUE and Martha Stewart Weddings to name a few. From the serene, idyllic coastline of Northern Michigan to the exquisite landscape of the South of France, Alicia and her team rarely create in the same place twice and welcome the challenge of producing these exceptional moments for beloved clients in unchartered territory.

    Alicia describes the world of events for UHNH families and their family offices, and highlights the occasions, formats, and experiences for which families most commonly turn to a professional, experiential event production specialist. She walks us through some of the unique aspects of events in the family wealth space and talks about the unique challenges, opportunities, and needs that family offices must understand and manage when overseeing such events.

    Alicia offers her tips for engaging family members – especially the rising gen – during family events and gatherings organized by the family office or the family leadership.

    Producing elaborate, experiential events takes a village of service providers. Alicia provides practical suggestions for families and their family offices on how to work with the universe of specialized vendors to make their events special and memorable.

    Enjoy this illuminating conversation with one of the leading professionals in the UHNW events production space.

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    38 m
  • Appreciating Luxury Watches as an Alternative Asset Class with Paul Boutros
    Jan 22 2026

    Today, I am pleased to welcome Paul Boutros, Deputy Chairman and Head of Watches, Americas for Phillip, the leading auction house dedicated to collector's watches. Based in New York City, he helped establish and build the watch department since its launch in 2014. In October 2017, he led Phillips's inaugural New York watch auction, Winning Icons, where Paul Newman's legendary Rolex "Paul Newman" Daytona sold for $17.8 million - the highest result ever for a vintage wristwatch sold at auction. Under his leadership, the Phillips New York team as sold many legendary pieces, including a Heuer Monaco wristwatch gifted by Steve McQueen, Marlon Brando's Rolex GMT-Master worn in "Apocalypse Now", Jack Nicklaus' Rolex Day-Date, and Paul Newman's Rolex "Big Red" Daytona, to mention just a few. In December 2021, his team's fifth annual flagship watch auction achieved $35.9 million, breaking the record for the highest watch auction total in U.S. history.

    A collector of wristwatches since childhood, Paul is a specialist in their authentication and valuation. Frequently appearing on television programs sharing tips on watch collecting, he has hosted talks for investment banks, luxury brands, and magazines. As the former watch columnist for Barron's PENTA, Paul has been published or cited in numerous publications including The New York Times, Wall Street Journal, Bloomberg, Forbes, and Robb Report. Paul serves as a Trustee for the Horological Society of New York, an Honorary Committee Member of the Gerald Genta Heritage Association, and as an Academy Member of the Grand Prix d'Horlogerie de Genève (GPHG). Paul also serves as a strategy consultant to luxury brands through his firm, Boutros Group.

    To start off, Paul tells us about the exotic world of luxury time pieces. He tells the story of how the luxury watch landscape has evolved and how UHNW individuals and families are viewing watches today as a component of their portfolio's alternative assets allocation.

    We then talk about what sets unique time pieces apart from the "mere mortal" expensive watches. Paul helps us understand and define what makes a luxury watch a collectible piece.>/p>

    Paul offers some tips for families and family offices on how to get started, especially if they are new to luxury watch investing and collecting. He goes into detail on how one can find the right watch for their needs and goals.

    An important consideration in this specialized segment of alternative investments is protecting against fraud and other unique threats. Paul provides invaluable pointers into what UHNW families need to know about how to avoid the risks inherent in the world of luxury watches and how to protect against being taken advantage of. Finally, he describes the important role the family office can and should play in this process.

    Do not miss this fascinating and deeply insightful conversation with one of the world's leading experts on luxury time pieces and collectible watches.

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    35 m
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