Sara Hamilton is the founder and chief executive officer of Family Office Exchange (FOX). Sara is a recognized visionary and credited with professionalizing the family office industry. Sara founded 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, manag...
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Charles B. Grace, III is a managing director at Family Office Exchange (FOX). In his role, he works on Advisory and Educational Services projects for families and family offices as well as advisor clients. Assignments have included projects focused on strategic planning, family office and family enterprise design, family governance, selection of in...
Bill manages the reporting and programming aspects of FOX's Family Office Benchmarking. Family Office Benchmarking provides a high-level view of each participant‟s office functions, activity levels, office staff compensation and other critical metrics, all in relation to other offices in the FOX benchmarking universe. Bill joined FOX in 2002 an...
Karen Emanuelson, CMP is senior manager of meetings and events for Family Office Exchange, overseeing the planning, arrangement and execution of the firm’s four major events – the Financial Executives Forum, Wealth Advisor Forum, Global Family Forum and Fall Forum – as well as member council meetings and other small gatherings.Karen, who has more t...
American International Group, Inc. (AIG) is a leading international insurance organization serving customers in more than 130 countries and jurisdictions. AIG companies serve commercial, institutional, and individual customers through one of the most extensive worldwide property-casualty networks of any insurer. In addition, AIG companies are leadi...
Schiff Hardin is a national law firm with a marquee practice serving high net worth individuals and families. We counsel clients in connection with wealth preservation, estate planning, trust administration, and when necessary, special needs beneficiaries.
Headquartered in Chicago, HUB International is a global insurance brokerage providing property and casualty, life and health, employee benefits, investment and risk management products and services through over 300 offices across the United States, Canada, Puerto Rico and Brazil.Visit hubinternational.com
Ascent Private Capital Management of U.S. Bank provides wealth management services to individuals and families of significant resources who aspire to make a positive and lasting impact on their communities and the world. Ascent serves its clients through an innovative and highly personalized client service model that integrates traditional tac...
TriState Capital is a full-service commercial bank serving middle market businesses and private individuals. The Bank was established on January 22, 2007, raising $104 million in initial capital. On May 9, 2013, TriState Capital Holdings, Inc., the holding company for TriState Capital Bank listed on the NASDAQ Global Select Market. (Ticker TS...
Abbot Downing serves clients in all 50 states through offices in San Francisco, Los Angeles, Scottsdale, Minneapolis, Chicago, Houston, New York, Philadelphia, Washington, D.C., Winston-Salem, Palm Beach, Naples and other regional offices. Abbot Downing is the world’s eighth-largest family office based on assets, according to the 2013 Bloomberg Mar...
Covie is the Chief Wealth Advisory Officer of Ballentine Partners, LLC, a firm that specializes in providing investment and wealth management advice to wealthy families and entrepreneurs. Covie leads the firm’s wealth advising practice and several of the firm’s large family client engagements. She began her career at Goldman Sachs after graduating ...
Alexandre Monnier is president of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership. FOX’s support includes networking, objective guidance, continuous learning on key topics such as managing wealth, family governance, legacy, succe...
Amy Hart Clyne is Executive Director of the Family Office Exchange (FOX) Knowledge Center team where she works on delivering market-centric solutions to both Family and Advisor Members of the firm. She is an executive with extensive experience in private wealth management serving ultra high net worth individuals. A strategic and tactical profession...
Steven Draper is a Senior Consultant at Family Office Exchange (FOX). He focuses on the “business’ side of family offices as well as wealth management advisor clients. The emphasis is on solutions to support the integrated financial platform that is key for the Family Enterprise Framework. Steven is also active on the family office research side at...
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...