Management Team

Sara Hamilton
Founder and CEO

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 Monnier
President

Alexandre, who oversees FOX membership globally as well as consulting, 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 ran Bombardier Skyjet, a private jet travel provider. He was also a management consultant for 10 years, serving firms in the U.S. and Europe on issues ranging from strategy to operational and organizational effectiveness. He has been a member of Young Presidents’ Organization since 2005.

Amy Hart Clyne
Executive Director, Knowledge Center

As head of the Knowledge Center for Family Office Exchange (FOX), Amy supports the firm’s extensive global community of ultra-wealthy families and advisors. Her effort is concentrated on knowledge acquisition, development, management and distribution.

Focused on transforming creative, best practice and innovative ideas into practical solutions, Amy collaborates with all of the teams within FOX to ensure that the firm’s collective learning is used to enhance existing member relationships, attract new members, and support the work of the consulting practice. Amy is also responsible for program design & development at FOX, including all forums, events and webinars. She is actively engaged in FOX strategic planning, relationship management, marketing and research planning, sales and training meetings, member events and workshops, and new product launch.

Kristi Kuechler
Managing Director, Investor Market

Kristi is actively involved in development of all investment programming and the FOX Private Investor Council. Kristi is based in San Francisco.

Kristi joined FOX after five years as Partner and Managing Director of Lattice Strategies, an investment firm based in San Francisco. Prior to her work at Lattice, Kristi served as President of the Institute for Private Investors (IPI), where she was responsible for content and curriculum development and oversaw all membership matters. Kristi also created the Wealth Management program at Stanford University and ran it for three years.

Ann Dugan
Senior Managing Director, Advisory Services
Ann leads the FOX Advisory Services team in the outstanding delivery of consulting to many of the world’s most substantial family enterprises and family offices as they strive to achieve long-term sustainability and multi-generational success. 
 
Ann is best known as the founder and leader of the Institute for Entrepreneurial Excellence University of Pittsburgh which she led as executive director for nearly 30 years while concurrently serving as Assistant Dean for the Joseph M. Katz Graduate School of Business. 
 
Ann is a fourth generation member of a business-owning family within the lumber and building supply industry in southeast Georgia. 
 
Ruth Easterling
Managing Director, Member Services

Ruth Easterling is Managing Director, Member Services, for Family Office Exchange (FOX). In her role, she provides relationship management for family and advisor members by aligning FOX services with the unique needs of each member. Ruth also co-moderates the Private Family Trust Company Network and works with the team at FOX to develop programming and insights for the Network.

Charles B. Grace III
Managing Director, Advisory Services

Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. Assignments have included work on advisor selection, education of the next generation, leadership and succession, governance, family office structuring, among others.

Charlie has been active for over twenty years in the family office community advising ultra-wealthy families and serving as a resource to ultra-wealthy families and family offices.

Mariann Mihailidis
Managing Director, Councils

Mariann oversees the FOX member councils, which are private networks of close peers working together to advance their professional development and to solve the unique challenges they face in their management of private wealth. She has extensive experience in the accounting and legal fields.

As a practicing tax and estate planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures.

Marvin Pollack
Managing Director, Marketing and Strategy

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 FOX website.