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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
  • Investing in Soccer as a Family Legacy and Community Asset with Justin Papadakis
    Dec 4 2025

    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 called SITE Centers. While earning his dual degree in Public Policy and Economics at Duke University, Justin also played four seasons for the Blue Devils' Men's Soccer program. He has been recognized on America's Power List and Florida Trend's Florida 500, a list of 500 most influential business leaders in Florida.

    With Justin's help we delve into the world of soccer. He describes how the sport – and the business of soccer – has evolved in recent years and points out what sets soccer apart from other major sports. He also paints a picture for our audience of the soccer landscape today and how the USL fits in that landscape.

    We then take a look at soccer as an asset class in the broader category of sports and entertainment investment properties. Justin provides an educational overview of the unique investment attributes of soccer and soccer teams, highlighting how they are distinct from other major-league sports and what makes soccer franchises particularly attractive right now.

    Justin talks about the purpose and the mission of the United Soccer League (or USL) and explains how his organization helps UHNW clients and their family offices invest in and operate soccer franchises. Finally, he shares some practical considerations and risks family offices need to consider when they contemplate investing in sports in general and in soccer in particular. He offers valuable tips on how families and family offices should educate themselves and what resources exist for them to lean on in this growing and specialized segment of sports investing.

    Don't miss this educational conversation with a leading expert and experienced practitioner in sports franchise investing and operations.

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    32 m
  • Navigating the Complex Relationship between Trust and Wealth with Emily Bouchard
    Nov 25 2025

    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.

    In the world of family wealth, and more generally wealth and money, trust – building trust, earning trust, inspiring trust – is of paramount importance. Emily shines a light on why there is such an inextricable connection between trust and money, and talks about this fundamental, yet contentious, relationship between trust and wealth.

    Emily suggests that trust is multi-layered, and there are four dimensions to trustworthiness. She describes this framework and the four assessments that can establish the different ingredients of trust and trustworthiness.

    One common area within family wealth where trust and money collide is in relationships and marriages – and the controversial realm of prenuptial agreements. Emily specializes in this space and has coined the term "purposeful prenup". She shares a definition of this term and offers her tips on how couples can navigate the treacherous terrain of prenups while still earning and keeping each other's trust.

    Another context where trust and money clash is in the world of blended families. Emily describes the dynamics of blended families and provides her suggestions for how best to earn trust and build harmony in these complex situations.

    Please enjoy this highly practical conversation with a highly recognized strategic advisor to enterprise families and family offices.

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    37 m
  • Developing Family Office Talent Through Effective Coaching with Marcy Brajkovic and Stephanie Rosenberg
    Nov 20 2025

    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 human resources practices and talent development with organizational strategy. A certified Senior Professional in Human Resources, Lean Six Sigma Black Belt, and Kaizen facilitator, she brings a "build, grow, and serve" mindset and practical expertise to workforce development, organizational change, and leadership coaching.

    Stephanie has over 16 years of experience in talent development and business transformation and brings deep expertise in career coaching, leadership development, and change management. She has led programs in early careers, succession planning, and training for teams of 10 to 500+, as well as large-scale business initiatives at a major retailer. Today, she partners with family offices and professional services firms across the full employee lifecycle, helping them attract, develop, and retain high-performing teams.

    Marcy and Stephanie, and their firm Chatfield Global, are Specialist Advisor members for FOX and we are grateful to have their expertise within our membership community.

    We start with Marcy and Stephanie's collective view on the HR function in family offices today. They describe how family offices are designing and structuring their HR departments, how the function has evolved in recent years, and outline the most prominent trends that are reshaping HR and people strategy at family offices.

    Talent development is particularly challenging for family offices, given their small size and limited career paths. Marcy and Stephanie talk about how family offices handle talent development, including coaching, goalsetting, and performance management, and highlight the key challenges and opportunities families and their internal teams face in this realm.

    Marcy and Stephanie share their insights on some of the external resources available to family offices that they can leverage to strengthen their HR capabilities, develop and coach their people, and build a vibrant culture.

    They also offer for family office owners and leaders on how best to promote staff engagement, provide advancement opportunities, coach their executives, and promote a culture of both loyalty and excellence.

    Don't miss this highly insightful conversation with two of the most experienced and trusted human capital thought leaders and practitioners in the family office space.

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    39 m
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