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 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.
Ruth leads all FOX member services activities and manages the team that annually produces three major forums, workshops, and local and regional member events. She also develops new member programs and services in response to feedback from member satisfaction surveys and advisory boards. She has extensive experience leading membership organizations and aligning service strategies to meet member needs.
Charlie works as a lead 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 advisor membership, he participates in FOX research, including investment focused studies, and he has experience facilitating FOX member and client meetings.
Amy Hart Clyne is Executive Director of the Family Office Exchange (FOX) Market and Content Development team where she works on delivering market-centric solutions to both Family and Advisor Members of the firm. She is an executive with extensive experience in private wealth management serving ultra high net worth individuals. A strategic and tactical professional, Amy is skilled in developing strategy, marketing and communications programs to both members of senior management teams and as an advisor to industry leaders in private wealth management. Specific areas of expertise include strategic planning, client management and advisory, strategic marketing and research planning, internal sales and training meetings, client events and seminars, relationship management, and new product launch.
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.
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.
Linda leads the education and community building endeavors among CIOs, CEOs and wealth owners focused on investments. She oversees the FOX Networks team that has created robust peer exchanges addressing issues and challenges faced by members. Previously she was CFO of a large Midwestern family office, creating groundbreaking tools for back office and reporting during its start-up phase. She served on the direct investment screening committee, working closely with the portfolio’s management teams and outside family co-investors. Linda was cofounder of Shepro Braun Systems whose flagship product, Total Return, provided comprehensive back office solutions for family offices and hedge funds.