With over 25 years experience advising families of wealth, Karen Clark is responsible for running several FOX Peer Councils, which are the fastest growing part of the FOX service offering. Karen’s expertise includes creating strategies and partnering with advisors to develop, coordinate and facilitate thoughtful strategies for clients and their families. She works with families focusing on matters such as family governance, education, intergenerational wealth transfer, philanthropy, and creating successful successors.

In her role as a family office executive, Karen was responsible for structuring/planning for cross-border families and their related entities. She developed comprehensive ecosystems to support those families, including education programs for the families’ rising generation leaders. Karen also facilitated the development of an ESG investing program.

Karen is a respected speaker on subjects of direct investing, cross-border planning and the traits of a successful family office. As a seasoned investment professional, Karen advises on all aspects of sound planning and investment management including tax-efficient structures, the importance of asset location, asset allocation, manager selection, ongoing monitoring and insightful reporting.

Karen’s past experience includes a Director at Sandaire Limited, and similar roles at BNY Mellon Private Wealth Management in Los Angeles and Bank of America's Private Bank in Miami and San Francisco. She is a member of the Financial Planning Association and the Society of Trust and Estate Practitioners.