Today, it is my pleasure and honor to speak with John A. Warnick. John A. is a celebrated leader and founder in the family wealth professional space, and an inspiration to many of us in our niche field. He has practiced as a tax attorney for over 45 years and has published articles in law reviews, Trust and Estates magazine and the Journal of Practical Estate Planning. He worked as a legislative assistant on Capitol Hill in the 1970s and was a legal intern in the office of the Administrative Assistant to the Chief Justice of the U.S. Supreme Court in 1973.

In 2010 John A. founded the Purposeful Planning Institute which today is the largest multi-disciplinary educational institute (non-profit) focused on best practices for UHNW and HNW families with over 525 members in the U.S. and nine countries internationally. He was also a co-founder of the Collaboration for Family Flourishing (CFF) and served for four years on the Board of the International Association of Advisors in Philanthropy. He was nominated as a fellow of the American College of Trust and Estate Counsel in 1994 and has chaired two subcommittees within ACTEC, the Legacy and Generational Planning Subcommittee of the Practice Committee and the Family Dynamics Subcommittee of the Business Planning Committee.

In 2017, John A. received the Scott Fithian Leadership Award from the International Association of Advisors in Philanthropy and served on the Board of Directors of that organization for four years. He has served on the Planned Giving Advisory Council of the Carter Center in Atlanta, Georgia since 2015. John A. is the author of two Tax Management portfolios and more recently has self-published The Purposeful Trusts and Legacies Handbook and is currently working on two book projects, The Gift of You, and the New Vocabulary of Family Wealth.

John A. is a good and long-time friend of FOX and we are privileged to have collaborated with him and with PPI repeatedly throughout the years.

Purpose is often cited as one of the key pillars of long-term success for multigenerational families. John A. dedicated much of his professional work on bringing purpose to families and the advisors who serve them – particularly as the founder of the Purposeful Planning Institute. He elaborates on the importance of purpose for families and their advisors and talks about why it is important to be purposeful as a family leader or wealth advisor. He also highlights the distinctions between purpose, values, and mission since these are often lumped together and not always fully understood.

John A. has pointed to the significance of family traditions and rituals as powerful tools for establishing and living the family purpose. He describes why rituals are important and how they help families crystallize their purpose and values and pass them on across generations. Conversely, he points out what happens if traditions become performative or imposed on the family, rather than genuinely meaningful.

John A. shares some examples of family traditions that he has encountered over his decades of work with UHNW families and outlines the impact of these traditions on the family and the changed that resulted from these shared rites.

John A. has formulated five suggestions for trustees, including corporate and professional trustees, as well as PTCs, related to helping the families they serve define and fulfill their shared purpose. He provides an overview of these practical resources and describe how they can be put to use in support of the family's success and wellbeing.

Do not miss this opportunity to hear from one of the most respected founders and premier thought leaders of the family wealth space.

Today, it is my pleasure and honor to speak with Mark Daniell, Chairman of The Raffles Family Wealth Trust Pte Ltd, a Singapore-based strategic advisory boutique working with a select set of UHNW families and their businesses around the world, addressing issues related to strategy, strategic transactions, governance, leadership, generational transitions and Integrated Legacy Strategy.

In addition, Mark is the founder, along with a team of distinguished global partners, of www.raffleslegacylearning.com, an advanced e-learning platform for legacy families and their advisors. He has 20 years of experience as a partner at Bain & Co, and was also Director of merchant bank Wasserstein Perella, and President of a publicly listed investment firm in Singapore, and he serves on the boards of a number of public and private companies including Olam International and ED&F man, in the UK, Europe, the Middle East and Asia.

Mark is the author of seven books (so far) in areas related to family wealth and business strategy. In 2010, he co-wrote "Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times" with FOX founder Sara Hamilton, and he has written articles for The Wall Street Journal and appeared on the BBC, CNN, CNBC, Channel NewsAsia. Mark is a long-time friend and collaborator of FOX.

Mark's advisory work over the past 35 years has been focused on business strategy, which is probably the #1 subject talked about, taught, and worked on in the corporate world. But what does strategy mean in the family office and family wealth realm? Mark talks about how family leaders and family office executives should think about, develop, and execute the strategy for their family, enterprise, or office?

Another foundational corporate concept that Mark has deep experience and expertise in is culture. Mark shares his insights on how culture manifests itself at a family office or family enterprise and offers some pointers on what family office leaders need to do to foster a strong, vibrant culture that attracts and retains top talent.

Mark has developed the "10 Circles Framework" to serve as a strategic guide for families of wealth and family enterprises. He describes the framework and explains how family leaders and family office executives can utilize it in their work with the families they serve.

Another area of practical importance Mark points out is the imperative – and challenge – for families and their enterprises and offices to stay innovative and competitive. He offers his views on how families and family offices can nurture their creativity in each of the 10 circles of his 10 Circles Framework.

Don't miss this deeply insightful conversation with one of the bets known strategists, thinkers, and global practitioners serving UHNW families and their complex enterprises.

Today, it is my pleasure to speak with Annette Hopper and Levi Hammett, co-founders of Full Scope Solutions, a strategic outsourcing firm serving family offices. Annette brings more than 25 years of experience in the investment advisory industry. From 2004 through January 2025, she held key leadership roles at a Boulder- and New York-based asset allocator, serving as Partner, CFO, CCO, and COO. In these positions, she oversaw financial strategy, compliance, and operational execution for both institutional and family clients. Prior to that, she co-founded a consulting firm that served over 60 clients across multiple industries and provided outsourced CCO services for a Boulder-based asset allocator.

Levi has over 12 years of investment operations and analytics experience with an Asset Allocator operating out of both Boulder and New York City. Throughout his career, he has successfully implemented performance reporting systems, risk management platforms, data warehouses, trading workflows, and custodial relationships. His extensive expertise in investment operations, systems integration, and investment reporting has made him an expert in enhancing business processes and supporting data-driven strategies within the financial industry.

Annette and Levi, and their firm Full Scope Solutions, are valued Advisor members of FOX, and we are privileged to have their knowledge and expertise in our membership community.

There is much talk within our space about the formalization and professionalization of family office functions, but not much uniformity or consistency in defining what these functions are. Annette and Levi give us their overview of the core family office functions and their working definitions of back-office, middle-office, and front-office departments that are commonly seen among family offices.

A big part of professionalizing various family office functions is the decision whether to outsource any of them – and certainly, many families are making the decision to hand off key components of their family office operations to specialized external providers. Annette and Levi talk about what it takes to architect an outsourcing relationship that both brings in world-class expertise and capabilities and provides the family with the control, quality and customization of services they often require.

Annette and Levi offer their practical tips and advice for family principals and leaders on how best to understand the middle-office and back-office functions that serve their family – and why it is important to do that in the first place.

Going back to the concept of architecting the family office for the long term, Annette and Levi provide some suggestions to families and their family office executives on how to build a resilient infrastructure for their family office – how do they decide what to own vs. rent, build vs. outsource.

Enjoy this informative dialog with two highly experienced operators and service providers in the UHNW wealth management and family office space.