Tim is the General Counsel and Manager of Strategic Partnerships at Family Office Exchange (FOX). In his role as General Counsel, Tim maintains FOX’s compliance with all existing laws, drafting legal agreements, overseeing outside counsel, and maintaining FOX’s intellectual property rights. As Manager of Strategic Partnerships, Tim manages select r...
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Emma Gross is the Associate Relationship Manager at Family Office Exchange. In her role, she supports and provides guidance to FOX members, utilizing her background in family office consulting and benchmarking research. She joined FOX in 2017 and is based in New York City. During her time at FOX, Emma has worked extensively with families, family of...
Tony Gebely is the Chief Technology Officer at FOX. In this role, he is responsible for all aspects of IT, from the technology that runs the administrative side of the business to the technology that delivers our membership benefits. He is actively working to help FOX realize a digital future. Tony serves as a subject matter expert on cybersecu...
Kent Lawson is the Chief Technology Officer at Family Office Exchange (FOX). With 25 years of experience as a leader in the wealth management industry, and a deep focus in technology for the family office, Kent’s expertise in consulting, project management, analysis, and diligence around technology drives the FOX Technology Marketplace. Prior to...
Tom Elder is the Director of Finance at Family Office Exchange (FOX) responsible for financial reporting, planning & analysis, and all accounting matters. Tom is a strategic business partner with FOX leadership with the focus on financial performance of the organization, long-term operational goals and ensuring our member needs are the top prio...
Allison Lawshe is the Learning Center Program Manager at Family Office Exchange (FOX). In her role, she supports the design and delivery of learning programs, customized consulting projects, content creation and thought leadership for families, family office staff and advisors. She serves as the project manager for FOX Learning Center initiatives, ...
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...
Nate is a seasoned entrepreneur, investor and advisor with nearly two decades of experience building businesses, investing in private companies and advising institutional investors and family offices. Nate is the Vice Chairman of Family Office Exchange (“FOX”) and Co-Founder and Managing Partner of Heritage Partners Group, a family of companies foc...
Nick is an accomplished entrepreneur, investor and executive with deep experience building and investing in businesses at an institutional scale. Nick is the Co-Founder and Managing Partner of Heritage Partners Group (“Heritage”), an investment firm focused on acquiring, building and growing private businesses and real estate. The Heritage strategy...
Carl is a Founding Partner of Vantage Leadership Consulting and served as the Managing Partner for eighteen years. Vantage Leadership, based in Chicago, specializes in executive assessment and development. Carl is a clinical psychologist who has spent most of his career assisting businesses in the management of change and in developing strateg...
Barbara brings experience in driving long-term corporate value for both start-up and high-growth businesses in the tech and financial services segments. Barbara’s operational experience includes the following roles: President and CEO at Tiger21, Chief Marketing Officer at Vonage, Chief Marketing Officer at AXA Equitable, Senior Vice President ...