Build an Enterprise Family to Last Book Resources
Thank You
We appreciate your interest in our newly published book. Our hope is it will help your family and enterprise flourish through future generations.
- Sara Hamilton and Margaret Vaughan Cox
Resources
We're pleased to share the following resources included in the book.
Additional resources used in the book will be available in December. Please check back here soon. |
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About the Authors
Sara is one of the first professionals to recognize family offices as the most sophisticated segment of wealth management, and she has been described as “the Warren Buffet of the family office industry”. When hundreds of U.S. families became centi-millionaires through leveraged buyouts in the 1980s and 1990s, private family offices were created to manage family capital and to educate wealth owners.
Sara founded the Family Office Exchange (FOX) as a peer network for family office executives in 1989. Within 10 years, she could see that families needed help with family governance and managing financial transitions, in addition to their family offices. As a result, FOX evolved into an advisor to family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private enterprise in a global economy.
Today, Sara provides input to the strategic direction for FOX and supports the development of new programs and services for family enterprises and wealth advisory firms in 25 countries. Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times. She serves on the executive education faculty of the University of Chicago Booth School of Business where she is an adjunct faculty member for their Private Wealth Management and Essentials of Wealth courses in the Executive Education program. She is on the founding board for the Foundation Advancing Impact and Sustainability in Bologna and the founding board for the Private Directors Association in Chicago.
Sara is one of the first professionals to recognize family offices as the most sophisticated segment of wealth management, and she has been described as “the Warren Buffet of the family office industry”. When hundreds of U.S. families became centi-millionaires through leveraged buyouts in the 1980s and 1990s, private family offices were created to manage family capital and to educate wealth owners.
Sara founded the Family Office Exchange (FOX) as a peer network for family office executives in 1989. Within 10 years, she could see that families needed help with family governance and managing financial transitions, in addition to their family offices. As a result, FOX evolved into an advisor to family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private enterprise in a global economy.
Today, Sara provides input to the strategic direction for FOX and supports the development of new programs and services for family enterprises and wealth advisory firms in 25 countries. Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times. She serves on the executive education faculty of the University of Chicago Booth School of Business where she is an adjunct faculty member for their Private Wealth Management and Essentials of Wealth courses in the Executive Education program. She is on the founding board for the Foundation Advancing Impact and Sustainability in Bologna and the founding board for the Private Directors Association in Chicago.
Margaret Vaughan Cox is president of MCV Consulting, a consultancy dedicated to helping families and their enterprises thrive across generations. She is sought out by sophisticated and high-profile wealth owners to help them thoughtfully plan for and navigate complex generational transitions. Margaret works with families to establish shared vision and goals for their enterprise, create and evolve effective governance and decision-making structures, develop and implement succession plans, and nurture the valuable capital that enriches the family beyond their financial assets. She builds enduring relationships with her clients, often serving as a trusted advisor to multiple generations within the same family over the course of many years.
Margaret is routinely referred to families and family office executives by wealth advisors, estate planning attorneys, and other key advisors who recognize there are important conversations and alignments the family must achieve before efforts on other fronts will be successful. With over 25 years of experience in her field, Margaret’s work has taken her throughout North America, Latin America, Europe, Australia, South Africa, and the Middle East.
An avid civic volunteer, Margaret currently serves on the Houston Ballet board of trustees, the Houston Advanced Research Center for Sustainability Science board of directors, the Menil Collection Council, and the advisory council of Yes Prep Public Schools. She is a member of the Collaboration for Family Flourishing, the International Women’s Forum, and is director emeritus of The Texas Lyceum, a select group of 96 leaders from across the state of Texas.
Margaret Vaughan Cox is president of MCV Consulting, a consultancy dedicated to helping families and their enterprises thrive across generations. She is sought out by sophisticated and high-profile wealth owners to help them thoughtfully plan for and navigate complex generational transitions. Margaret works with families to establish shared vision and goals for their enterprise, create and evolve effective governance and decision-making structures, develop and implement succession plans, and nurture the valuable capital that enriches the family beyond their financial assets. She builds enduring relationships with her clients, often serving as a trusted advisor to multiple generations within the same family over the course of many years.
Margaret is routinely referred to families and family office executives by wealth advisors, estate planning attorneys, and other key advisors who recognize there are important conversations and alignments the family must achieve before efforts on other fronts will be successful. With over 25 years of experience in her field, Margaret’s work has taken her throughout North America, Latin America, Europe, Australia, South Africa, and the Middle East.
An avid civic volunteer, Margaret currently serves on the Houston Ballet board of trustees, the Houston Advanced Research Center for Sustainability Science board of directors, the Menil Collection Council, and the advisory council of Yes Prep Public Schools. She is a member of the Collaboration for Family Flourishing, the International Women’s Forum, and is director emeritus of The Texas Lyceum, a select group of 96 leaders from across the state of Texas.