FOX Business Advisory Board

Family Office Exchange has formed a Business Advisory Board to provide strategic counsel to Founder and CEO Sara Hamilton on future business opportunities, new growth strategies, member experience, leadership succession, and defining the vision for the future to encompass the evolving needs of families and how they build their enterprises.

Barbara Goodstein

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 at JP Morgan Chase, and President and CEO at Instinet.com.

Maarten de Groot

Maarten de Groot is Co-Chair of the FOX Global Institute for Enterprise Families and the CEO of single-family office Eligius. He is Doctor of Philosophy (PhD) candidate at Vrije University Amsterdam, School of Business and Economics, focusing his research on family capital, family governance, and wealth preservation. His research considers the role of the family office and the complexities of non-financial considerations of ultra-high net worth enterprise families, leading to impact and wealth preservation.

Nate Hamilton, CFA

Nate is currently Co-founder and Managing Partner of Heritage Partners Group, a private equity investment and operations platform focused on the acquisition and development of consumer retail and information services businesses. Prior to founding Heritage, Nate worked in private equity, investment banking, and sales and trading across several institutions including Goldman Sachs, UBS, and as a co-founder of FDX Capital, a direct-investment platform built for FOX family offices.

Stephen Martiros

Stephen is founder and CEO of Financial Building Blocks® a cloud-based financial education software platform, and Chair of the Babson Institute for Family Entrepreneurship. He previously served as Managing Partner of CCC Alliance, a Boston-based network of single-family offices; and is the founder of Summitas, a software company that provides family offices and investment advisors with a secure portal for collaboration.

Nick Rhoads

Nick is the Co-Founder and Managing Partner of Heritage Partners Group, a private equity investment and operations platform focused on the acquisition and development of consumer retail and information services businesses. Prior to founding Heritage, Nick worked in investment banking at Goldman Sachs and in wealth management at Fidelity Investments, where he was consistently recognized as a top producer firm-wide and served on several key leadership committees.

Carl Robinson, Ph.D.

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 strategies for succession planning and leadership continuity.