The FOX Team and Areas of Expertise

Peter Moustakerski, CEO

Peter Moustakerski is CEO of Family Office Exchange (FOX), the premier resource for families managing private enterprises and family wealth across generations. For over 30 years, FOX has been recognized as the industry’s most exclusive, innovative, and influential community for peer networking and learning, and has provided independent insights, expert guidance, and practical solutions to complex problems related to family transitions and family wealth.

Areas of Expertise: Enterprise Strategy, Strategy-to-Execution Best Practices, Digital Transformation

Read More →

Glen W. Johnson, President of Membership

Glen Johnson is President of Membership at Family Office Exchange (FOX). In this role, he is responsible for all aspects of the member experience, ensuring that each family member, family office executive, and trusted advisor has an unsurpassed experience partnering with FOX by providing unique industry knowledge and insights coupled with a safe and confidential environment where members can share best practices. In addition, Glen oversees the operations of FOX and is charged with establishing and executing systems to execute FOX’s strategic plan, promoting it’s vision and service-centric culture, and enabling the FOX team to work together to exceed our member’s expectations.

Areas of Expertise: Business Owners, Business Transition, Wealth Advisors

Read More →

Sara Hamilton, Founder and Board Chair

Sara Hamilton - Family Office Exchange

Sara founded the Family Office Exchange (FOX) as a peer network for family office executives in 1989. Within a few years, Sara could see that families needed help developing their enterprise vision and managing their family transitions, in addition to overseeing their family offices. As a result, FOX became an advisor to family owners of the enterprise, in addition to sharing family wealth best practices, and being an industry advocate for the importance of private enterprise in a global economy.


Areas of Expertise: Enterprise Families, Governance

Read More →

Miguel López de Silanes Gómez, Market Leader, International

Miguel López de Silanes Gómez is the international market leader at the Family Office Exchange (FOX). He is responsible for delivering FOX services to current members, and also actively works to expand the network in Europe and Latin America. His base is in Madrid, but he spends half of his time in Latin America. 

Areas of Expertise: Enterprise Families, International Trends

Read More →

Scott Muench, Market Leader, Financial Families

Scott Muench is the market leader for Financial Families at Family Office Exchange (FOX). In his role, Scott leads all aspects of the Financial Family market at FOX, defined as those families who no longer own an operating company and family office executives serving these families. In addition, Scott is also responsible for leading, coaching, and managing our Relationship Management team and overseeing the overall member experience. 

Area of Expertise: Investments, Family Office Operations

Read More →

Scott Winget, Market Leader, Enterprise Families

Scott Winget is the market leader for Enterprise Families at Family Office Exchange (FOX). In his role, Scott serves as Co-Chair for Enterprise Councils and Executive Councils, where members can share experiences, ideas and best practices with veteran peers in a confidential environment. Scott also serves as relationship manager for Enterprise Family members, in order to understand their unique needs and provide them with access to important research and objective guidance. He is as a member of the FOX leadership team, helping to develop and execute service strategies designed to meet the needs of his market segment, and also participates in new research and thought leadership meaningful to members. 

Area of Expertise: Enterprise Families

Read More →

Gaby Griffin, Market Leader, Business Owners and Family Office Executives

Gaby Griffin is the Market Leader for Business Owners and Family Office Executives at Family Office Exchange (FOX). In her role, Gaby leads the overall Family Office Council experience and manages multiple councils. She provides members the opportunities to learn from and share ideas with highly accomplished and hard-to-find peers in a confidential environment. No matter what hat she’s wearing, her goal is simple – to create value for families by providing objective guidance and timely relevant information in order to make informed decisions. Gaby takes a very personalized approach to her relationship management practice and has built client and advisory relationships that span over two decades. She also serves as a member of the FOX leadership team.

Areas of Expertise: Business Owners, Business Transition, Family Governance, Wealth Advisors

Read More →

Maarten de Groot, Co-Chair, FOX Global Institute for Enterprise Families

Maarten de Groot - Family Office Exchange

Maarten de Groot is the CEO of single family office Eligius and he is Doctor of Philosophy (PhD) candidate at Vrije University Amsterdam, School of Business and Economics; focussing 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. He pursues this line of inquiry through qualitative and quantitative empirical studies, reaching out to his global network of ultra-high net worth families.

Read More →

Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer

Mindy Earley - Family Office Exchange

Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange. In her role, she works to foster integrated learning programs for enterprise families and is responsible for developing the family learning community. She co-chairs the FOX Rising Gen program and serves as an outsourced Chief Learning Officer to FOX members. Mindy is inspired by helping people learn, grow and discover the way that they will make personal and productive contributions, using their strengths and talents. ​

Area of Expertise: Family Learning

Read More →

Matthew Murphy, Director, Business Development

Matthew Murphy is the Director of Business Development at Family Office Exchange (FOX). In this role, he is responsible for leading the initiative in identifying prospective family and advisor members; assessing their needs and priorities to ensure a deep understanding of the benefits of FOX membership.

Read More →

David F. Toth, Managing Director

David Toth - Family Office Exchange

David Toth is a managing director at FOX and is market leader for FOX’s Wealth Advisor members. In his role, he serves as Co-Chair for Multi-Family Office and Integrated Wealth Advisor Councils. He also Co-Chairs the Strategic Chief Investment Officer Council, a peer group for family office CIOs.

Areas of Expertise: Industry Trends, Advisor Strategies

Read More →

Jonathan Tunner, Director, Private Investment Opportunities

Jonathan Tunner is the director of private investment opportunities at FOX. Jonathan serves as a relationship manager and thought leader helping to develop and execute strategies designed to meet the needs of families across all markets active in direct investing. In his role, Jonathan builds and supports the strategic network of families who desire to share their industry expertise and to collaborate with others to acquire interests in companies and/or real estate. In addition, he oversees the Direct Investing Network (DIN), is a member of the FOX leadership team, and is the Co-Chair of the Owner/Operator Council.

Jonathan brings over twenty-five years of broad business, direct investment, and family office experience to FOX and its members. Jonathan started his career in the international coal industry working in the US, Latin America and Europe for Massey Energy. Jonathan transitioned to oversee daily management of a complex, inter-generational family office. As CFO, Jonathan had senior financial, wealth, and management responsibilities with particular emphasis on sourcing, structuring, funding, overseeing and exiting privately held businesses and real estate interests across a spectrum of sizes and industries. Jonathan also held extensive operational and executive duties within portfolio companies including CEO, CFO and COO, while also serving on numerous boards.

Read More →

Hilary Leav, Director of Insights and Research

Hilary Leav is the Director of Insights and Research for FOX. In her role, she oversees FOX’s efforts to effectively use data, analysis, and insights to support members and further industry understanding of the unique needs of family offices.

Read More →

Heather Abramson, Director, Relationship Manager

Heather Asher Abramson - Family Office Exchange

Heather Abramson is the Director, Relationship Manager for Family Office Exchange (FOX). In her role, Heather works with business-owning family members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. Heather also runs FOX’s Rising Gen Community, which is designed to provide next-generation family members an opportunity to learn, share experiences, and develop skills as future leaders. Heather has held multiple roles at FOX including membership development.

Areas of Expertise: Rising Gen, Business Owner Trends

Read More →

Stephanie Simmons, Relationship Manager

Stephanie Simmons is a Relationship Manager at Family Office Exchange (FOX). She brings to her role a background in family office operations, having served in both a dedicated office and virtual family offices. As a senior relationship manager, Stephanie works with financial families to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX.

Read More →

Chris Herbert, Relationship Manager

Chris Herbert is a Relationship Manager at Family Office Exchange (FOX). He brings to his role a background that is rooted in the Financial Services Industry, having served in the areas of commercial and private banking, as well as Family Business Services. As a senior relationship manager, Chris works with financial families to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX.

Read More →

Marc Gaydos, Regional Director, Membership, East

Marc Gaydos is the Regional Director of Membership for the East Region at Family Office Exchange (FOX). In this role, he’s responsible for increasing FOX’s membership, solidifying its ability to support the growth and forward thinking of the FOX community.

Marc and the Membership Team will identify prospective family and advisor members, assessing their needs and priorities to ensure a deep understanding of the benefits of FOX membership. In addition to new member acquisitions, Marc is responsible for identifying and securing sponsorship for FOX forums and educational workshops.

Read More →

Joe Teller, Managing Director, Marketing & Communications

Joe Teller is a managing director at FOX. In his role, he is responsible for developing and implementing the firm’s overall marketing strategy while also overseeing all marketing tactical operations, including the firm’s membership communications and events. Joe leads communication and all key messaging strategies in support of learning programs, sales, member support and public relations/media outreach.

Joe brings over twenty-five years of client experience, sales, brand identity and wealth management marketing experience to FOX and its members. He held key leadership positions in the Marketing and Strategy Group at BMO (Bank of Montreal). He developed and oversaw enterprise marketing initiatives that maximized and leveraged marketing and sales through brand alignment and activation, and specialized events.

Read More →

Peter Leo, Director of Human Captial

Peter Leo, SHRM-CP, is an accomplished Human Resources Leader with decades of experience leading human resources teams with a specialty in talent acquisition, benefits, employee engagement & relations and HR technology. He has a proven success record working within the financial services, technology, financial technology, manufacturing and services industries.

Read More →

Tim Duffy, Esq., General Counsel and Manager of Strategic Partnerships

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 relationships by developing and implementing long-term partner agreements, fulfilling partner business priorities, and creating "value-added" opportunities for FOX and these strategic partners.  Tim also works closely with our Director of Private Investments, leading our DIN Resource Partner initiative that provides increased education and support to actively involved members in the Direct Investment Network.

Areas of Expertise: Legal, Direct Investments, Strategic Partnerships

Read More →

Tony Gebely, Chief Technology and Integration Officer

Tony Gebely - Family Office Exchange

Tony Gebely is the Chief Technology and Integration Officer at FOX with 13 years of experience in the field. At FOX, Tony has worked with senior management to develop and execute the firm's technology roadmap while collaborating with the marketing, business development and IT teams.

Areas of Expertise: Technology, Cybersecurity

Read More →

Kent Lawson, Director, Technology Integration Services

Kent Lawson is Director of Technology Integration Services 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.

Areas of Expertise: Technology Integration

Read More →

The FOX Membership Experience

FOX provides a community for networking, objective guidance, and continuous learning.
Gain from the collective intelligence gathered over 30 years.