FOX Member Exchange - Dealing with a Crisis Situation

Overview

Tuesday, Apr 14, 2020 - 05:30am
Tuesday, Apr 14, 2020 - 06:15am

Please join us for a live, interactive discussion with FOX experts and other members about Dealing with a Crisis Situation. We will be hearing from members who have managed through broad-scale external crises before and the lessons they’ve learned.

This session of the FOX Member Exchange also will introduce closest-peer breakout sessions – smaller groups of members like you presenting ideas, asking questions, and sharing best practices most pertinent to your situation.

We look forward to continued dialogue with you over the coming months.

Please click on the Register button below to sign up for this FOX Member Exchange.

Please contact the Events Team with any questions at events@familyoffice.com

    Family Office Exchange Speakers

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    Managing Director, Member Services

    Ruth Easterling is Managing Director of Member Services for Family Office Exchange (FOX). In her role, she works with family and advisor members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. Ruth also moderates the Private Trust Company Network and works with the team at FOX to develop programming and insights for the Network. Ruth has held multiple roles at FOX including leading FOX member services, supervising the delivery of learning programs, and overseeing marketing to drive the redesign and brand initiatives that differentiate FOX today.​

    Prior to joining FOX, Ruth worked with the professional services firm Smith, Bucklin & Associates, which provides management and consulting services to more than 180 associations. She served as executive director to professional associations ranging in size from 300 to 4,000 members, re-engineering membership structures and planning processes to better enable organizations to maximize their potential through efficient governance structures and member participation. In addition, Ruth often consulted with international and national organizations on strategic planning and governance design.

    Ruth holds a B.A. degree in Management and Leadership from Judson College.

    [[{"fid":"42696","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"4":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"height: 118px; width: 100px; margin: 10px; float: left;","class":"media-element file-default","data-delta":"4"}}]]Sara Hamilton
    Founder and CEO

    Founder and CEO of Family Office Exchange, Sara is a recognized visionary in the private wealth community. While a trust officer at Harris Bank in Chicago in the late 1980s, Sara witnessed the emergence of family wealth management as an industry. Hundreds of U.S. families became centi-millionaires overnight through leveraged buyouts that spawned private financial offices commonly called family offices, to manage family assets and educate wealth owners. Sara was the first professional to recognize family offices as a complex market segment in wealth management.​

    Sara founded the Family Office Exchange (FOX) in 1989 as a peer network for family office executives. Within 10 years, FOX could see that families needed help with their enterprise vision and managing financial transitions. As a result, FOX evolved into a strategist for family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private capital in a global economy.​

    Today, Sara provides strategic direction for FOX and leads the development of new programs and services supporting family enterprises, family office executives and wealth advisory firms in more than 20 countries. She was named one of the Top 50 Women in Wealth Management by Wealth Manager from 2010-2012 and 2019 Outstanding Thought Leader for Wealth Management by Family Wealth Report.​

    Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times and 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 course, offered twice per year in Chicago. She is on the founding boards for the Private Directors Association in Chicago and the Foundation for Gender Equality in New York.​

    FOX has built a unique resource team dedicated to serving multi-generational families, led by 15 technical experts who are supported by a dedicated team of 20 additional employees based in Chicago, New York, and Madrid.

    [[{"fid":"47876","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"3":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"height: 118px; width: 100px; margin: 10px; float: left;","class":"media-element file-default","data-delta":"3"}}]]Glen Johnson
    Chief Operating Officer

    Glen Johnson is Chief Operating Officer at Family Office Exchange (FOX). In this role, he is responsible for all aspects of the member experience, ensuring that each family member, family office executive, and trusted advisor has an unsurpassed experience partnering with FOX by providing unique industry knowledge and insights coupled with a safe and confidential environment where members can share best practices. In addition, Glen oversees the operations of FOX and is charged with establishing and executing systems to execute FOX’s strategic plan, promoting it’s vision and service-centric culture, and enabling the FOX team to work together to exceed our member’s expectations.

    Glen has over 30 years of experience working with family offices, business owners, and executives, first as an attorney and then as a wealth advisor, eventually founding Mirador Family Wealth Advisors – the multi-family office for Fifth Third Bank. He has worked with business owners and executives across all stages of their business life cycle including business succession.  Glen writes and speaks nationally focusing on family and business governance and the unique challenges faced during the sale and transition of closely held businesses.

    Glen earned a Bachelor of Sciences degree in Education from the University of Michigan in Ann Arbor, MI and a Juris Doctorate degree from Wayne State University Law School in Detroit, MI.

    [[{"fid":"37511","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"2":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"height: 118px; width: 100px; margin: 10px; float: left;","class":"media-element file-default","data-delta":"2"}}]]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.

    [[{"fid":"44991","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"1":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"height: 118px; width: 100px; margin: 10px; float: left;","class":"media-element file-default","data-delta":"1"}}]]Karen Rush
    Managing Director, Membership

    Karen Rush is Managing Director of the Family Office and Wealth Advisor Markets for Family Office Exchange (FOX).  She works with family and advisor members to understand their objectives, providing guidance to help address their needs through the resources available at FOX. She also co-chairs FOX Advisor Councils and assists in the development of new and enhanced service offerings for members. Formerly the events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.

    Prior to joining FOX in 2005, Karen spent 10 years at a large, multi-generational family office as the Communications Coordinator.  She worked directly with the family office and family members to develop a family meeting process and an education program for the younger generation.

    Karen received a B.A. in political science from Southern Illinois University. 

    Materials