Jeff Strese is the Family Learning & Leadership Consultant at Family Office Exchange (FOX). As a consultant, Jeff has focused on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations. He has more than 25 years of experience working across industries in the areas of leadership development, organizational effectiveness, and family dynamics. He holds certifications in family wealth and family business advising (CFWA, CFBA). 

Jeff is passionate about helping family businesses and organizations create clarity out of the complex and inspiring leaders from all backgrounds to develop and master critical skills like coaching, communication and emotional intelligence. He has developed innovative programs to guide next-generation leaders to reach their full potential in a fast-paced, global economy. 

Jeff has served as Chief Talent and Learning Officer (CTLO) at Tolleson Wealth Management, a multi-family office serving client families across the country. Prior to his role at Tolleson, Jeff served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU).  

Cathy learned about family business leadership the best way you can – by leading her family business. After a twenty-year corporate career, she left United Airlines to lead her father’s business and instantly recognized a difference between leadership in a family business vs leadership in a large corporation. 

Founder and President of Legacy Onward, Inc., Cathy Carroll is an internationally recognized family business leadership coach, speaker and author of Hug of War: How to Lead a Family Business With both Love and Logic. She also trains advisors serving in family enterprises as well as coaches who maintain their credential with the International Coaching Federation.

Cathy earned certificates in both Leadership Coaching and Executive Facilitation at Georgetown University, an MBA at the University of Chicago Booth School of Business, and a BA at Boston College.  She is also a Master Certified Coach (MCC) in the ICF.

An active member of the community, Cathy currently serves as Vice-Chair the Board of the Purposeful Planning Institute and co-founder & Treasurer of A Leg To Stand On which provides prosthetic limbs to children in developing countries. 

Matt Wesley is an internationally recognized advisor and thought leader on issues facing wealthy families. With 35 years of experience as a minister, estate planning attorney, family advisor, and consultant, he helps families address challenges in enterprise, legacy wealth, and philanthropy. His work fosters cultural change by enhancing family dynamics, decision-making, and performance.

Matt has advised family offices of all sizes, helping them stay aligned with their core mission: supporting family well-being. He also led a team within a major financial services firm to transform how top advisors served clients, driving growth and retention.

Matt holds a JD from Stanford University and an M.Div. from Fuller Theological Seminary. He lives on Whidbey Island near Seattle with his wife, Marcia. They have two grown children and three grandchildren. His interests include reading, hiking, film, poetry, cooking, and meditation.