Consulting Team

Expertise in wealth management and family dynamics

Our consultants bring to bear considerable experience and a proven, disciplined process.

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, Managing Director

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.

Irem Ones, Consulting Analyst

Irem Ones is a consulting analyst with the Family Office Exchange (FOX) consulting practice. She works with the team on ongoing consulting projects, including conducting research and preparing client reports and presentations. Irem brings more than 10 years of investment experience working with high net worth individuals and families.

Prior to joining FOX in 2011, Irem worked as a senior consultant at Calhoun Asset Management, a boutique multi-manager investment firm, where she performed portfolio analytics and served as the team lead in spearheading due diligence for managers for private clients. Prior to that, she was the portfolio strategy head for HFR Asset Management, where she was primarily responsible for conducting sophisticated analysis in assigned strategies and making recommendations to portfolio managers. Before joining HFR, she worked as a senior research analyst at Ontario Partners Fund of Funds (formerly a family office), where her work included research, risk management, marketing, and investor education.

Irem graduated with honors from Loyola University Graduate School of Business, with an MBA in finance and derivatives. She received a B.S. in economics from the University of Istanbul.

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.

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