Charles B. Grace, III is a managing director at Family Office Exchange (FOX). In his role, he works on Advisory and Educational Services projects for families and family offices as well as advisor clients. Assignments have included projects focused on strategic planning, family office and family enterprise design, family governance, selection of investment or wealth advisors, best practices, and benchmarking, among others. On the membership side of the FOX business, Charlie works on select relationships and develops and delivers content using deep subject matter expertise.
Charlie has been active for 20 years in the family office community advising ultra-wealthy families and serving as a resource to multigenerational families and family offices. Prior to joining FOX, he spent almost 10 years at the multi-family office Ashbridge Investment Management LLC and the single-family office Ashbridge, LLC. His responsibilities included client relationships, business development, service on the firm’s investment committee, and Chairman of the Management Committee of the $1 billion investment advisory firm. He still serves on the Board of the single-family office Ashbridge, LLC.
Charlie is on the Executive Committee, Investment Committee and serves as Treasurer of the nonprofit Tuttle Fund, Inc. in New York City. He graduated from the Washington College of Law with a J.D. Charlie received a B.A. and M.A. in history from Bates College and American University, respectively.
Areas of Expertise: Strategic Planning, Family Office Best Practices