Founder and Board Chair
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.
FOX has a unique team of 20 subject matter experts who oversee member relationships in 24 countries. The FOX management team is supported by an operational team of 30 staff members based in Chicago, New York, Denver, Richmond, Pittsburg, So Florida and Madrid.
In her role as family advisor, Sara provides consulting advice to a select group of enterprise families and helps identify enterprise best practices for the FOX Knowledge Center. She supports the development of new FOX learning programs and delivers educational programs at the University of Chicago Booth School in Chicago and at VU University in Amsterdam. At the University of Chicago Booth School of Business, Sara is an adjunct faculty member for their Private Wealth Management and Wealth Essentials courses.
As Board Chair for FOX, Sara oversees the values, vision and mission for the firm, provides oversight for the strategic investments made by the business, and serves as an advocate and advisor to the unique membership community that FOX represents.
Sara is co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times. Sara is on the international governing board for the Foundation for Advancing Impact and Sustainability in Bologna, Italy and the governing board for Private Directors Association in Chicago.
Areas of Expertise: Enterprise Families, Governance