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Michael ColeAscent Private Capital ManagementMichael is responsible for setting the strategic direction and overseeing all aspects of the ultra high net worth business for U.S. Bank’s Ultra High Net Worth Group, which provides sophisticated wealth management advice and strategies to families and individuals with $25 million or more in investa...
Sara HamiltonFounder and CEOA recognized visionary in the private wealth community, Sara provides strategic direction for FOX and leads the development of programs and services supporting wealthy individuals, family office executives, and wealth advisory firms globally.For the past three years, she has been named as one of the "Top 50 Women in Weal...
FOX Data Usage PolicyMembers of the press are invited to quote and use data from current FOX studies in published articles and blogs as long as Family Office Exchange LLC is cited as the copyright owner of this information. An authorized citation includes the FOX document title, publication date, and Copyright © Family Office Exchange in clos...
FOX offers a robust benefits plan, including:Major medical, dental, and vision care plansGroup life insurance and short- and long-term disability options401(k) plan available to all employeesHealth savings accountTransportation and parking deduction optionGenerous vacation and holiday plan
At FOX, we have five core values:Alignment with members' interests. We are a solutions-oriented firm that acts in the best interests of our members. We never compromise.Honesty, integrity, and confidentiality. We uphold a social contract with private wealth owners that ensures advocacy, confidentiality, and objectivity.Total transparency and accura...
The success of FOX has been driven by the fact that we are providing an essential service that our members need. We created the category of supporting families of great wealth and their advisors.Over the years, the service offering has become broader and more complex, as the needs of our members have become more sophisticated. Today we pr...
Advisors who serve, or desire to serve, the ultra-high net worth segment come to FOX toUnderstand the needs and thought processes of family officesNetwork among their peer advisors to learn about how to best approach this marketDevelop their own referral network among the advisors which helps build their businessEstablished MFOs come to work on per...
Family office executives take advantage of the FOX library of research, pick the brains of peers they meet at FOX events, and get guidance from FOX managers on issues they are facing. Specific ways FOX helps are in:Facing new situationsA quick check of the FOX Knowledge Center can provide a good rundown of factors to consider and resources to use s...
A majority of members of FOX own an operating business—either the enterprise that created the family wealth or one created by subsequent generations.FOX helps families deal with the complexity of managing family wealth in addition to running an operating business. Some of these challenges includeWorking with family members not involved in the busin...
Many members come to FOX when the family is undergoing or about to undergo a change.Changes come in many shapes and sizes, such asA transformational infusion of liquid wealth from the sale of a businessThe passing of the leadership baton from one generation to the nextThe relocation of the family office to a more favorable tax or legal jurisdiction...
When families reach the point where there is a large enough accumulation of wealth that requires serious management, they often turn to FOX.Wealth may have come from the recent sale of a business, an inheritance, successful investing, or a lifetime of achievement.They realize that the management of the money has to be a primary focus for someone—ei...