

A 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 Wealth Management" by Wealth Manager. 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 for the "Private Wealth Management" course offered twice a year in Chicago.

Alexandre, who oversees FOX membership globally as well as marketing strategy and business development, has a deep understanding of the private wealth market and extensive experience in creating, delivering, and marketing premium services for wealthy individuals. He joined FOX from PinnacleCare, a leading provider of private health services, where he served as managing director. Previously, he was a managing director at Bombardier Skyjet, a private jet travel provider. He also served 10 years as a management consultant for firms in the U.S. and Europe.

Stuart oversees the design and creation of content for the firm’s global market. He has extensive experience in financial services, most recently as director of content and partner network of 21i.net/Private Wealth Council, a Swiss-based strategy forum that unites wealthy families and thought leaders. Earlier, he worked at UBS, initially with an advisory unit on macro and public policy issues and later as economist/senior editor for the firm’s Investment Center. Stuart is fluent in both French and German.

Charlie works as a consultant on strategic planning projects for families and family offices, as well as for wealth management advisor clients. His assignments have included work on advisor selection, education of the next generation, leadership and succession, governance, family office structuring, among others. In addition, Charlie is active in family office and adfvisor membership, he participates in FOX research, including investment focused studies, and he has experience facilitating FOX member and client meetings.

In addition to serving FOX family office and advisor members from the firm’s office in London, alongside the consulting team, Alex is responsible for the dissemination of FOX knowledge to members and is involved in the production of international-focused research. Before joining FOX in 2010, Alex worked for the family business consultant, Peter Leach, where his work focused on family governance and next genration development. He holds an honors degree from the University of Oxford.

An advertising and marketing industry veteran with considerable experience in developing branding, messaging, and marketing strategies that align with a company’s vision and mission, Marv leads the continuing development of the FOX marketing strategy globally and oversees the creation and execution of supporting marketing, communications, social media, and public relations strategies. He was instrumental in the conception, structure, and design of the new FOX website.
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©2012 Family Office Exchange
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