Private Business Owners Facing Strategic Issues

Sara Hamilton, CEO and Founder of FOX, will share the FOX research on some of the key trends and issues that will change the landscape for business owning families over the next decade.   Sara will outline key questions that advisors need to pose to their business owner clients who are facing critical transitions, and the panel participants and the attendees will address these issues.

Alexandre Monnier, President of FOX, will lead a panel discussion regarding the compelling challenges that private owners face.  He will be joined by FOX CEO Sara Hamilton and two of the industry’s pioneers, Maria Elena (Mel) Lagomasino, CEO of WE Family Offices, a $2 billion business serving international families- purchased from SunTrust’s GenSpring Family Offices -, and Mark Rubin, Senior Managing Director of FTI Consulting.  The panel will engage in an interactive dialogue on how advisory firms of all types should position themselves to earn the trust and loyalty of business-owning clients in the years ahead.