Management Team

The leaders you will be working with while you are a member of FOX


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

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

Amy Hart Clyne is Executive Director of the Knowledge Center for Family Office Exchange (FOX), supporting 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
President, FOX Private Investor Center

Kristi Kuechler is the President of the FOX Private Investor Center and is actively involved in the FOX Private Investor Council and FOX Direct Investing Network. Kristi is based in San Francisco.

Kristi joins 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, Consulting

Ann Dugan is the Senior Managing Director of Consulting at Family Office Exchange (FOX), where one of her key initiatives is strengthening and branding the FOX consulting team on an international basis. Ann is the founder of the Institute for Entrepreneurial Excellence at the University of Pittsburgh, which she also led as executive director for nearly 30 years, while also serving as the Assistant Dean for the Joseph M. Katz Graduate School of Business.
Most recently, Ann comes to FOX from Headwaters SC (HWSC), where she served as Managing Director, Family Advisory Services. 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 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.

Charles B. Grace III
Managing Director

Charles B. Grace, III is Managing Director at FOX. 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.



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