The consulting team includes three professionals with extensive family office client experience and complementary skill sets, as well as access to the broader FOX organization.
Charles B. Grace III is a senior consultant with the Family Office Exchange (FOX) consulting practice. He has been active for more than 20 years in the family office community advising high net worth families on their investment portfolios and other wealth management requirements.
Charlie joined FOX after almost 10 years at the multi-family office Ashbridge Investment Management LLC and the single family office Ashbridge LLC. At Ashbridge, he advised on investment portfolios and wealth management generally. His responsibilities included client relationships, business development, and membership on the investment committee, as well as business operations and firm strategy as chairman of the management committee of the $1 billion investment advisory firm. 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 is on the board of Ashbridge LLC and in 2010 was named president of Ashbridge LLC. He is a trustee and member of the investment committee of the non-profit Tuttle Fund Inc. in New York City.
Charlie graduated from 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 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 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.
Steven Draper is a Senior Consultant at Family Office Exchange (FOX). He focuses on the “business’ side of family offices as well as wealth management advisor clients. The emphasis is on solutions to support the integrated financial platform that is key for the Family Enterprise Framework. Steven is also active on the family office research side at FOX to ensure the members have the best available information, resources and solutions to help them streamline the family office processes and technology.
In previous consulting positions, Steven has been involved in single and multi family office assignments ranging from establishing the basic processes, technology and infrastructure required to operate the family office business through to the implementation of a sophisticated, integrated platform that included CRM, portfolio and partnership accounting, cash management, financial planning, risk management, data warehouse, account aggregation and flexible, on-demand reporting.
Steven has worked for over 25 years in the wealth management, private wealth and family office business in the USA, UK, Switzerland and the Middle East. His skill set covers a broad range and includes: strategy and operations for single and multi family offices; new business and operational structures; process re-engineering and modeling; suitable technology and latest developments; negotiations of contracts with vendors; program/project management of operational change projects and technology install; writing proposals, plans, standards, procedures and guidelines.Steven holds a BA in politics and history.
Karen Neal is a Senior Consultant, where she works with family groups to bring processes and solutions to the challenges of preserving and sustaining family wealth for the long term. Her work with families has included development of family enterprise strategy, operational assessment of the family office, selection of wealth advisors, and wealth management industry education. She is a frequent speaker on the topic of family office best practices.
Karen brings to her clients more than 25 years of consulting experience with an extensive background in the valuation of closely held businesses for estate & gift tax planning, merger & acquisition, and financial planning purposes. She joined FOX in 2008 after over eight years at Deloitte Financial Advisory Services, where she was a senior manager responsible for business and intangible asset valuations primarily for family owned businesses. For two years Karen also was responsible for remotely managing the firm’s offshoringoperations in Hyderabad, India. Prior to joining Deloitte, she was a senior manager at RSM McGladrey, and also held consulting positions at the boutique national valuation firms of American Appraisal Associates and Marshall & Stevens.
She received her bachelor’s degree in finance from the University of Illinois, where she also earned her MBA in Finance and Accounting. Karen holds the designations of CFA (Chartered Financial Analyst) from the CFA Institute, as well as ASA (Accredited Senior Appraiser in Business Valuation) from the American Society of Appraisers.
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.