The consulting team includes a team of professionals with extensive family office client experience and complementary skill sets, as well as access to the broader FOX organization.
Ann Dugan, Senior Managing Director, Advisory Services
Ann Dugan, as Senior Managing Director of Advisory Services, leads the FOX practice 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. During this time, Ann built a dynamic membership comprised of entrepreneurs as well as multi-generational families engaged in growing and sustaining their wealth and their businesses while also planning and preparing for the next generation of family and business leadership.
Charles B. Grace III, Managing Director, Advisory Services
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. He advised on investment portfolios and general wealth management for almost 10 years, working day-to-day at the multi-family office Ashbridge Investment Management LLC and the single family office Ashbridge, LLC. Charlie has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine and presented at many conferences focused on private investors and family offices.
In addition to his responsibilities at FOX, Charlie has been active on the Board of the single family office Ashbridge, LLC since 1992 and in 2010 was named President. He is a Trustee and member of the Investment Committee of the non-profit Tuttle Fund, Inc. in New York City.
Charlie graduated from the Washington College of Law with a J.D. and is a member of the New York State Bar. He received a B.A. and M.A. in history from Bates College and the American University, respectively.
Sara Hamilton, Founder and CEO
Sara Hamilton is the founder and CEO of Family Office Exchange (FOX), a definitive source of information and best practices associated with the business of managing family wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of more than 340 globally-minded family enterprises in 20 countries.
Since 1989, FOX has made solutions accessible to financial families by fostering dialogue among wealth owners, family office executives, and wealth advisors. In 2009, FOX celebrated its 20th anniversary of service and remains true to its founding mission of objectivity in wealth management, member education, and shared knowledge across a sophisticated, global network of families and leading wealth advisors.
Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times, © 2010, Wiley & Sons. She 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.
In 2009 and 2010, Sara was named as one of the “Top 50 Women in Wealth Management” by Wealth Manager. She serves on the editorial boards of the Journal of Wealth Management and Trusts and Estates as well as the founding board of the Chicago Global Donors Network.
Prior to founding FOX, Sara worked in marketing and strategy at Harris Bank and AT&T Information Systems. She holds a B.A. from Vanderbilt University and an MBA from the University of North Florida.
David Toth, Director of Advisor Research
David Toth is the Director of Advisor Research at FOX. In this capacity, he harnesses research to develop actionable insights and perform strategic analyses for family offices and wealth management advisor members. Assignments include constructing a roadmap for a series of initiatives that assist family offices and Wealth advisors in building talent management strategies, optimizing team structure, elevating the client experience and achieving profitable growth.
David brings over thirty years of wealth & investment management, marketing and strategic consulting experience to FOX and its members. Over the past fourteen years he has held key leadership positions at PNC Financial’s Asset Management division formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-HNW businesses. David has played a lead role in the wealth industry through his work on client satisfaction/loyalty, improvements to both the client and advisor experience, pricing strategies, development of new investment products and approaches, and the launch of Wealth Insight® an award-winning blend of technology and advisor/client interaction,
David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.
Jane Flanagan, Senior Consultant
Jane joined Family Office Exchange (FOX) in 1993, and has served in a number of capacities providing value to FOX members, including Managing Director of Membership, Director of Research, and as a Consultant, where she advised and counseled family offices and financial institutions on the wealth management process and family office operations.
Jane currently works as a developer, writer and editor on a number of industry whitepapers and research studies for FOX members. Some of her recent works include: Financial Reporting in the Family Office, FOX Insights: New Thinking in Family Wealth, Purposeful Management of Family Wealth: A Family Office Primer, and 50 Best Practices for an Enduring Family Enterprise. In addition, Jane monitors the FOX listserv and serves as a content resource for the Consulting and Research Teams at FOX.
Miguel López de Silanes, Market Leader for Europe and Latin America
Miguel López de Silanes Gómez is the FOX Market Leader for Europe and Latin America. He is responsible for delivering FOX services to current members and also works actively to expand the network in Europe and Latin America. His base is in Madrid, but he spends half of his time in Latin America.
Miguel has most recently been director of the family office for one of Europe’s leading real estate families, with specific responsibility for designing and implementing the family’s investment strategy and for providing owner education to the younger family members.
Previously, he worked at UBS Wealth Management in NY, Chile, and other locations in Latin America. He began his career at Bain & Company as an Associate Consultant in London and Madrid.