FOX Member Exchange - How Family Offices Can Work from Home Effectively

Overview

Tuesday, Mar 31, 2020 - 05:30am
Tuesday, Mar 31, 2020 - 06:15am

 

In these disruptive times, your FOX network can be more valuable than ever to stay connected and informed. On Tuesday, March 31 at 10:30 AM CDT, please join us for the first virtual FOX Member Exchange – an interactive, member-only community for you to share ideas, questions, and solutions for operating in the months ahead.

We will relay what we have been hearing from members, and How Family Offices Can Work from Home Effectively. Any questions about the Crisis Checklist we sent you last week also will be covered. We invite you to contribute your thoughts on operating in a virtual Family Office environment – a new experience for most of us.

Registration for this event is now closed.

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

    Family Office Exchange Speakers

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    Chief Technology and Integration Officer

    Tony Gebely is Chief Technology and Integration Officer for Family Office Exchange (FOX). In his role, he is responsible for the firm’s technology architecture. Tony also manages the FOX Technology Operations and Data Security (TODS) Network. Tony is also responsible for FOX’s cybersecurity initiatives and is constantly working towards ensuring that FOX’s systems meet the highest standards in data security. He managed the design and operation of the firm’s Drupal based membership website, our marketing automation system, our Office365 instance, our Dynamics CRM instance, and the integration between all of them. He also oversees the accounting and communication systems at FOX.

    Tony has 13 years of experience in technology and marketing. Outside of FOX, he is a leading expert on tea, has traveled extensively throughout Asia studying its cultivation, and authored the book, Tea: A User’s Guide.

    Tony received a B.S. in Computer Science from Rowan University in New Jersey.

    [[{"fid":"55261","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"}}]]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

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    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.

     

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    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":"49821","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":{"5":{"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":"5"}}]]Bill Sullivan
    President

    Bill Sullivan is the President of Family Office Exchange (FOX). He is a thought leader who understands the role that disruption and innovation will play in transforming our industry. He leads FOX in helping members to understand and plan for future transitions in the family enterprise, the family business, and the family office.​

    For the past 10 years, Bill has served as the Global Head of Financial Services Market Intelligence at Capgemini. He is a distinguished financial services executive consultant and trusted expert in his field with over 20 years of experience in many globally diverse roles including two years in Paris, France and three years in Hyderabad, India. Bill brings exceptional leadership skills with nearly two decades of leading multi-cultural teams in the U.S., Europe, & Asia-Pacific, as well as in his entrepreneurial background having successfully run his own start–up for three years.​

    He is a member of the Advisory Board of Ascent Private Capital Management (part of U.S. Bank), currently serves on the Zeta Beta Tau International Supreme Council, is an annual judge for the PWM/The Banker Global Private Banking Awards, and is a multiple recipient of Irish America Magazines Top 100 Business Leaders list.​

    Bill received a B.S. from Tufts University as a double major in Economics and Psychology. Bill is an avid golfer and Boston sports fan. He currently resides in the West End of Richmond, Virginia with his wife and two daughters.