Family Office Exchange Speakers

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Managing Director

Charles B. Grace, III is a Managing Director at Family Office Exchange (FOX) and based in New York City. He works primarily on Advisory Group projects at FOX for multi-generational families and family offices covering all aspects of wealth management.  Assignments have included strategic planning, generational transitions, family office design and assessment, governance, operations and processes, development of investment programs, advisor due diligence, and best practices.  Charlie is also active at FOX with family office and wealth advisor members as well as the firm’s thought leadership and original research.

Charlie has been active for 20 years in the family office community advising high net worth families and serving as a resource to family offices.  He advised on investment portfolios and wealth management generally for almost 10 years working day-to-day at the multi-family office Ashbridge Investment Management LLC and the single-family office Ashbridge, LLC.  His responsibilities included client relationships, business development, and membership on the firm’s investment committee as well as business operations and firm strategy as Chairman of the Management Committee of the $1 billion investment advisory firm.  He still serves on the Board of the single-family office Ashbridge, LLC.  Charlie has been quoted in various publications, including The Wall Street Journal, Financial Times, The New York Times, and presented at many conferences focused on private investors and family offices.

Charlie serves as Treasurer and member of the Executive Committee and Investment Committee of the nonprofit Tuttle Fund, Inc. in New York City.  He graduated with a J.D. from the Washington College of Law.  Charlie received a B.A. and M.A. in history from Bates College and the American University, respectively.​

Gaby Griffin
Market Leader for Business Owners and Family Office Executives

Gaby Griffin is the Market Leader for Business Owners and Family Office Executives at FOX.  In her role, Gaby leads the overall Family Office Council experience and manages multiple councils.  She provides members the opportunities to learn from and share ideas with highly accomplished and hard-to-find peers in a confidential environment.  No matter what hat she’s wearing, her goal is simple – to create value for families by providing objective guidance and timely relevant information in order to make informed decisions.  Gaby takes a very personalized approach to her relationship management practice and has built client and advisory relationships that span over two decades.  She also serves as a member of the FOX leadership team.

Ms. Griffin brings 25 years of wealth management, corporate banking, investment, and strategic advisory experience to FOX and its members.  Gaby recently joined FOX from Capital Group.  Prior to that, she held leadership positions at LaSalle Bank NA advising business owners, their families and family offices, as well as working directly with ultra-high net worth clients as a relationship manager for Abbot Downing.  Gaby has been involved with the FOX community for over 20 years.

Gaby earned a B.A. in Political Science from the University of Wisconsin at Madison.  She obtained a Certified Private Wealth Advisor (CPWA) designation at the University of Chicago Booth School of Business in 2013.  Ms. Griffin is a member of the Chicago Estate Planning Council (CEPC), Women Investment Professionals, 100 Women in Finance, DyMynd Angels, and Urban Land Institute (ULI).  Gaby has served on the Board of Trustees for Victory Gardens Theater since 2012.  Additionally, she has held several other positions in the non-profit sector.

Areas of Expertise:  Business Owners, Business Transition, Family Governance, Wealth Advisors

Miguel López de Silanes Gómez
Managing Director, Market Leader for Europe and Latin America

Miguel López de Silanes Gómez is the Market Leader for Europe and Latin America at Family Office Exchange (FOX). He is responsible for delivering FOX services to current members, and actively works to expand the network in Europe and Latin America.

Miguel has most recently been director of the family office for one of Europe’s leading real estate families, with specific responsibility for designing and implementing the family’s investment strategy and for providing owner education to the younger family members.

Previously, he worked at UBS Wealth Management in New York, Chile, and other locations in Latin America. He began his career at Bain & Company as an Associate Consultant in London and Madrid. He has an M.B.A. from Harvard Business School and a B.A. in Economics from Universidad Pontificia Comillas (ICADE) in Madrid.

David Toth
Managing Director

David Toth is a Managing Director at Family Office Exchange (FOX). In his role, he constructs actionable insights and strategic analyses for family offices and wealth management advisor members. He developed a pathway of initiatives that assist family offices and wealth advisors in building pricing strategies, elevating client experience, talent management strategies and optimizing team structure, and achieving profitable growth. David has authored several reports including the recently-published study on the Transformation of the Ultra-Wealth Business. David serves as co-moderator of FOX’s Multi-Family Office (MFO) Council, Integrated Wealth Advisor (IWAC) Councils, and the Strategic CIO Council (SCIOC).

David brings over 30 years of wealth and investment management, marketing, and strategic consulting experience to the FOX team. He held key leadership positions in the Asset Management Division at PNC Financial, formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-high net worth businesses.

David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.