Agenda | Accommodations | Speakers | Sponsors
Julio Cazorla Aiguabella, Groupo Corportivo Landon, Member of the Gallardo Family Council
After his late period of more than thirteen years as Landon Family Office Director, the investing arm of the Gallardo Family, at his present stage, Julio Cazorla is Member of the Board at Grupo Corporativo Landon, Family Office developing activities in different industries such as Real Estate, Financial Investment, Private Equity in different areas (acquisitions, turn- arounds, corporate development, divestments...), Hotel Activities and Renewable Energies.
During his long career, Julio Cazorla has worked as Managing Director, Chief Executive Officer and Board Member for an extended number of companies in different industries.
Motor Ibérica, Massey Fergusson, Esselte Business Systems, Andlinger Co., (Private Equity, Venture Capital, buy-outs), Franke, Uralita are just some of the companies in which he has worked with.
Julio Cazorla is a graduate of Engineering from Universitat Politècnica de Catalunya (UPC) in Barcelona.
He has participated in a great number of postgraduate education programs, among others, Marketing Administration (MIT), INSEAD IEP '85, Governing the Family Business (Kellogg School of Management, USA), Total Quality Management, Lean Management...
He combines his professional responsibilities with his personal involvement in teaching at different seminars and programs at institutions like IESE School of Management, ESADE School of Management, CEDEM-ESADE in Mexico, in Miami ( USA)...focusing on the fields of Real Estate investment, mentoring, young generations education, corporate governance systems, Family Offices...
He is also a member of the Family Advisory Board at Landon Family Group, member of the Advisory Board at FOMM (Family Office Managers Meetings, Spain) and member of the Global Family Council at FOX (Family Office Exchange, USA).
He is also active in participating in social and philanthropic programs and activities, and also in social programs addressed to the aged people.
Eric Allyn, 4th Generation, Co-Chairman of the Welch Allyn Board of Directors
Eric Allyn is a 4th generation owner of Welch Allyn, where he has served Co-Chairman of the Board of Directors since 2011. Welch Allyn is a 100-year old Medical Device manufacturer, employing some 2,600 people world-wide, and was 100% owned by the Allyn family. In September 2015, Welch Allyn was sold to Hill Rom, a larger, public company, for over $2 billion. With this transaction now closed, Eric is helping to lead the Allyn family in their transition from an “operating business family”, to a larger “enterprise family”. Outside of working with his family, Eric also serves on the Board of Directors of GOJO (makers of Purell), Pharma Tech Industries, Diffinity Genomics, Auburn Community Hospital (past-Chairman), Hospital Trustees of New York (Vice Chairman), FFI, and several foundations. He is also an advisor to Armory Square Ventures, and is the Founder and Managing Partner of two private investment funds. Eric graduated from Dartmouth College, and earned his MBA from University of Virginia. He lives in Skaneateles, NY, with his wife, Meg O’Connell.
Langdon Evans, 6th Generation, Member of the Laird Norton Family
Langdon is a 6th generation member of a 160 year old family business based in Seattle Washington. As a relationship manager for Trusted Family, Langdon works directly with many multigenerational family clients based in North America, helping them improve the use of their communications platforms as well as assisting with any issues as they come up. He has experience giving live webinar workshops to families and has spoken at FOX, YPO, SEFOF and other family conferences on topics ranging from using technology in the family office to the value of investing in Human Capital.
Langdon has a background in Psychology with a focus on methodology and statistical analysis. Before working with Trusted Family, Langdon spent many years learning the ropes around his own family business as the chair of a philanthropy committee, an intern in the family office and as a member of the Family Council; a position he still holds today.
Peter Evans, 5th Generation, Former Family President of Laird Norton Companies
Advisor, consultant, and speaker to legacy families, family offices, and multigenerational enterprises, Peter Evans helps to create the conditions where affluent families have the greatest chance of flourishing. He has worked with and presented to hundreds of families at family business gatherings and conferences in the USA, Canada, Dominican Republic, Switzerland, England, Spain, Saudi Arabia and Dubai.
Peter’s primary engagements are long-term as a personne de confiance, helping legacy families sustain their family and business relationships for many generations. This work is in five areas: growing the human capital of the family by investing in the personal development of each generation...the goal being happy, joyful, productive, contributive members of society, rather than entitled beneficiaries; building intellectual capital - a robust governance system, clear succession plans and successful decision-making; investing in the organization’s social capital – building traditions of civic contribution, family philanthropy, and maintaining social and political connections; fostering the development of the family’s spiritual capital; and finally, ensuring wise stewardship of the financial capital of the enterprise.
For 26 years, Peter was involved in many facets of Laird Norton Company LLC, a 7th generation family enterprise. He concluded his tenure as President in 2003. His responsibilities at Laird Norton included the stewardship of the long-held values and traditions of 400+ family members’ financial, intellectual, social and human assets. He remains a member of the family and company.
Peter earned a Masters of Science in Management from Antioch University, and a BA from Western Washington University in Physical Anthropology, with concentrations in Chemistry and Biology. He is currently working on a project focused on Lifelong Learning in enterprising families, and has been a guest lecturer at Columbia Business School; He is studying Family Systems Theory. Peter is a Trustee of Prescott College; a member and Director and past Chapter Chairman of World Presidents Organization -YPO/WPO; and Past Chairman of the Collaboration for Family Flourishing, a network of cross-discipline practitioners supporting affluent families. Formerly, he was Chairman of the Learning Academy, an experiential learning program serving the needs of family members in multi-generational enterprises; Peter has served as Trustee of several non-profit organizations including: the American Sail Training Association; Founding President of Sound Experience, a marine science environmental learning program aboard the 101’ schooner Adventuress; Explorer West School; Site Council President, Pathfinder School; Director of the Earth & Spirit Conference, Deva Foundation; and the Seattle Parks Foundation.
A Seattle resident, Peter and his wife Melissa enjoy boating and exploring the beauty, majesty and wonder of the Pacific Northwest Coast. With their two children, they are a family of lifelong learners and avid world travelers.
Serge de Ganay, 4th Generation, Board Member of Quilvest, part of the Bemberg Family Enterprise
Mr. Ganay serves as the Chairman of the Board at Quilvest Wealth Management, a holding company with offices in Paris, Zurich, Luxembourg and Singapore. Quilvest Wealth Management is an independent banking entity that provides a combination of traditional private wealth management and client-focused solutions for the family office.
Before becoming Chairman of the Board, Mr. Ganay served on the Board of Directors for Quilvest S.A., the financial holding company of the Bemberg Family, which is listed on the Luxembourg Stock Exchange. In this capacity, the company provided private equity management and private banking services to the family. In addition to his work with Quilvest, Mr. Ganay sits on the Board of Directors for Château Latour in Bordeaux. He is also on the Advisory Board for Sotheby’s International, the Bemberg Foundation, the Bemberg Museum in Toulouse and the Chairman’s Council at New York’s Museum of Modern Art (MOMA).
In 1985 he founded “Group G” a strategy consulting firm, which provided consulting services to CEOs of large international banks and industrial conglomerates.
Mr. Ganay has authored several studies and articles on the evolution of the financial sector and management trends in family offices and family-owned businesses.
He is also a regular speaker for various organizations such as the European Parliament, the Harvard Club and INSEAD, Institute Européen d'Administration des Affaires (European Institute for Business Administration).
He is also considered the preeminent expert on a number of financial management topics and is regularly quoted in the business media. Mr. Ganay holds an MBA from Boston University and has been the head of a Business Strategy Graduate Program at La Sorbonne for 10 years.
Dirk Jungé, 4th Generation, Chairman of the Pitcairn Family Office
Dirk Jungé, CFA® is Chairman of Pitcairn Company. He also, until recently, served as Chief Executive Officer of Pitcairn, a recognized global leader in the specialized family office marketplace. He has been an innovator and leader in the family office for over 30 years. A fourth generation member of the Pitcairn family, he was instrumental in establishing the firm as a multi-family office in 1987, and led Pitcairn’s pioneering transition to a 100% open architecture investment platform.
Dirk is a consultant, author and frequent speaker at conferences and seminars on issues related to the financial services industry, family office, family governance, and succession planning. In 2014, Family Office Exchange honored him with the FOX Founders award recognizing him as a pioneer in the wealth management industry. In 2012, he received the Family Office Review (FOR) Industry Leadership Award in recognition of his significant contributions to the family office industry and was also named FOR Multi-Family Office CEO of the Year. His article, “From family business conflict to family connectedness” appeared in the autumn 2007 issue of Family Business Magazine. In addition, in 2006, he contributed a chapter for the Handbook of Family Business and Family Business Consultation: A Global Perspective, which explores the role of the multi-family office in a changing global economy.
Widely recognized for his involvement in social and community affairs, Dirk sits on a variety of philanthropic and corporate boards including Paramount Resources, Ltd., Freeman Company, L.B. Foster and the Pennypack Ecological Restoration Trust. He is also a founding trustee and board member of The National Philanthropic Trust. Dirk is a member of the Collaboration for Family Flourishing. He is also a fellow of the Family Firm Institute (FFI) and a recipient of the FFI Barbara Hollander Award, recognizing his commitment and dedication to education and learning in the field of family business. He has completed FFI’s Advanced Certificate in Family Business Advising. He is a past member of the 1787 Society of the National Constitution Center and a past member of the James Madison Council of The Library of Congress. He previously served on the boards of Abington Memorial Hospital, Academy of the New Church, and FFI. In 2010, Dirk was named a regional finalist in the Ernst & Young Entrepreneur of the Year program. In March 2012, he received PathNorth’s John C. Whitehead award, given to individuals whose lives integrate meaning and contribution.
Dirk received a BS in Economics and Finance from Lehigh University and holds the designation of Chartered Financial Analyst.
Nicolas Ibanez, CoFounder and Partner, Drake Real Estate Partners
Nicolas is responsible for establishing, implementing, and overseeing the company’s strategic direction, as well as overseeing the underwriting, due diligence, and monitoring process for each investment. He also supervises the relationship with operating partners and investors. Nicolas is based in Santiago, Chile.
Nicolas is also a member of the board of Drake Capital, an investment management company that manages in excess of $1 billion. He is a member of Drake Capital’s Risk and Asset Allocation Committee where he oversees the definition and implementation of the company’s Investment Policy Statement. Nicolas formed and headed the Real Assets Strategy at Drake Capital, a strategy that manages over $150 million of invested equity in real estate, energy, and farmland assets. Prior to Drake, he worked in the Corporate Finance group of LarrainVial, Chile’s largest investment bank.
Nicolas graduated summa cum laude with a BS in Economics and Business Administration and a Master in Finance from the Universidad
Vincent Mai, Founder and Chairman, The Cranemere Group, Inc.
Vincent Mai is a businessman and investor who has also been engaged in a range of philanthropic activities for several decades both personally and through the Mai Family Foundation. He is the Founder, Chairman and CEO of The Cranemere Group Limited, an investment holding company. Having led AEA Investors, a New York based private equity firm, for many years, he then founded Cranemere in the belief that investors were better served by owning shares in a private company with a permanent capital structure whose main objective is to work in partnership with good management teams to own high quality companies for the long term. During his career, Mr. Mai has served on many corporate boards including Burt’s Bees (chairman), Dal-Tile, Healthco, Sola and Specialty Coatings. Prior to joining AEA he was a Partner at Lehman Brothers in New York and before that he was an Executive Director of S.G. Warburg & Co., Ltd. In London.
Prior to founding Cranemere, Mr. Mai was at AEA from 1989 to the end of 2011. He joined AEA as CEO and became Chairman in 1998. He led AEA in a new direction by committing the firm to extensive due diligence, successfully implementing operating improvements in portfolio companies, and working in close partnership with management teams to build businesses. Those elements created the foundation for AEA’s successful investment performance since 1990. During Mr. Mai’s tenure, Preqin ranked AEA in the top 10 global PE firms for consistent superior returns.
Mr. Mai’s philanthropic activities have included a focus on early childhood development with the belief that the first seven years of a child’s life are amongst the most important from an education and development standpoint. He is Chairman of the Board of Sesame Workshop, a leading not-for-profit institution that uses media and technology to promote learning and good life habits to small children in the US and globally.
Mr. Mai is a member of the Council on Foreign Relations and served on its board from 1998 to 2004. He co-chaired a report on Angola issued by the Council in 2007. He is also a Trustee of the American Academy in Berlin. He was a Trustee of the Carnegie Corporation of New York for ten years and chaired its Investment Committee.
Mr. Mai is a member of the Board of Trustees of The Juilliard School and co-hosts Telluride Musicfest, a chamber music concert series organized every summer in Telluride, Colorado.
Andrew Pitcairn, 4th Generation, Chairman of Pitcairn Family Office
Andrew D. Pitcairn is a fourth generation Pitcairn family member and descendant of Harold F. Pitcairn. Andrew has served as a member of the Pitcairn Family Council since 2007 and Family Council Chair since 2010. He serves as a co-trustee of Pitcairn family trusts and is chair of the Nominating Committee and advisory member to the Capital and Governance Committees.
Andrew is a frequent speaker at family business and family office forums and conferences. He is the co-author of the article, “Beyond ‘Cohesion:’ Why Terminology Must Evolve through the Generations,” which appeared in the May/June 2015 issue of Family Business Magazine.
Dirk received a BS in Economics and Finance from Lehigh University and holds the designation of Chartered Financial Analyst.
Sam Bonsey, Director of Operations, The ImPact
Sam is the Director of Operations for The ImPact, a network of families enterprises committed to making more impact investments, more effectively. Sam is also cofounder of the 2Seeds Network, an social enterprise incubating agricultural businesses in Tanzania. Sam is an active impact investor, and a member of the 100% IMPACT network, a community of asset owners who commit 100% of their assets to sustainable and impact investments. Sam is a board member of Keller Enterprises, a single family office committed to venture investing, sustainable agriculture, and venture philanthropy. In 2014, Sam was recognized by Forbes as a “30 Under 30” Social Entrepreneur. He graduated from Harvard and lives in New York.
James Gifford, Ph.D., Senior Fellow, Initiative for Responsible Investment, Hauser Institute for Civil Society, Harvard University
Dr James Gifford is a Senior Fellow at the Initiative for Responsible Investment at the Harvard Kennedy School, where he teaches and researches impact investing by family offices, focusing on the next generation of family members. He is also Director of Impact Strategy at Tau Investment Management, a private equity fund that invests in garment and textile manufacturers and transforms them into sustainable, ethical and profitable enterprises. He was the founding Executive Director of the UN-supported Principles for Responsible Investment, taking the initiative from inception in 2003 and building it, over 10 years, into the pre-eminent global initiative on responsible investment with 1200 signatories representing $40 trillion in assets. He has published numerous articles and book chapters on responsible investment.
James has a PhD from the University of Sydney on the effectiveness of shareholder engagement in improving corporate environmental, social and governance performance, degrees in Commerce and Law, and a Masters in Environment Management. He is also an Adjunct Professor at Griffith University and was named by the World Economic Forum in 2010 as one of 200 Young Global Leaders.
Karen Harding, Managing Director, CTC | MyCFO
Karen Harding is a Managing Director with CTC | myCFO, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.
CTC | myCFO serves over 300 wealthy individuals and families across the United States and internationally, and oversees more than $42 billion in assets under management or advisement, with an additional $48 billion in assets under custody and administration.
Karen joined the organization in 1995 and has over 23 years of experience in the financial services industry. Karen is responsible for overseeing the delivery of investment advice to clients across the enterprise, including the development and implementation of long-term investment policies, analysis of client portfolios, recommendations of appropriate portfolio allocations and the evaluation and selection of investment managers. Karen also serves as the Co-Head of the Investment Advisory Services team, chairs the Investment Advisory and Fiduciary Services Management Committee, and serves as a member of the CTC | myCFO Operating, and Family Office and Capital Advisory Services committees.
Prior to joining CTC | myCFO, Karen was a Senior Analyst and Investment Manager Specialist at R.V. Kuhns and Associates, an investment consulting firm headquartered in Portland, Oregon. At R.V. Kuhns, Karen’s responsibilities included identifying, evaluating and selecting investment managers for including in client portfolios and managing the analyst department.
A CFA charter holder, Mrs. Harding received a BA with highest honors in finance and minors in economics, French and Russian from Oregon State University, and an MBA with honors from Portland State University in Oregon. Karen is a member of the CFA Society of Portland. Karen previously served on the board of the CFA Society of Portland and served as the Vice-Chairman of Oregon State University Foundation Investment Committee.
Mark Hatch, CEO, Techshop, Inc. to Advisor Section
Mark is CEO and co-founder of TechShop and a recognized leader in the global maker movement. Under his leadership, TechShop revenue grew 20-fold in five years and multiple new locations have opened across the US. Mark has held executive positions at firms including Kinko’s, Avery Dennison, and Health Net. In 2013, his book The Maker Movement Manifesto was released by McGraw-Hill Education. He has been recognized by San Francisco Business Timesas one of the Bay Area’s Most Admired CEOs and by Popular Mechanics as one of 25 movers and makers who are reinventing the American Dream. Mark has spoken at events such asSXSW, Techonomy, TEDx, and The Clinton Global Initiative. A former Green Beret, Mark holds an MBA from the Drucker Center at the Claremont Graduate University.
Mary Jo Palermo, Managing Director, Cambridge Associates
Mary Jo is a Managing Director and a member of the Private Client Practice at Cambridge Associates. Mary Jo oversees $4.5 billion of private client and endowment assets. Her engagement includes strategic and tactical asset allocation, manager selection, and investment program implementation. In addition to working with U.S. and international clients, Mary Jo is a resource to the firm on Latin America-related matters and has sourced emerging markets fund managers with a focus on Latin America. Mary Jo authored a C|A research report, The Case for Diversified Emerging Markets Exposure, which was widely covered in industry publications, and is currently contributing to a C|A white paper on tax-aware investing to be published in late 2015. She has presented on the topics of emerging markets and asset allocation at C|A’s Family, University and Foundation Roundtables as well as at various conferences, including those sponsored by Institutional Investor and 100 Women in Hedge Funds. She has also spoken at several privately sponsored roundtables, including a family-business event in Santiago, Chile, and a session in Chicago with twenty CIOs, each overseeing $1 billion+ in investment assets at family offices in North America.
Mary Jo has more than 25 years of experience in the international investment arena. Before joining Cambridge Associates in 2004, she worked in the venture capital arm of J.P. Morgan Chase, where her accomplishments included leading a team charged with screening and launching new businesses with a focus on asset management. Previously, Mary Jo worked for 12 years at J.P. Morgan & Co., where she began in institutional emerging markets fixed income sales and on the trading desk covering Latin American institutional clients; she later worked with the private bank team to build an equity and fixed income sales unit providing investment advisory services to high-net-worth clients in Europe, Latin America, and Asia. She was later in charge of the Mexico high-net-worth client wealth advisory and investment business with operations in New York and Geneva. Prior to J.P. Morgan & Co., Mary Jo served as an institutional account manager at Chemical Bank, where she completed an intensive two-year credit training program and earned a permanent assignment to the Latin American Banking and Corporate Finance Group covering institutional clients in Chile, Argentina, and Bolivia.
Andrew Stone, Partner, Kozusko Harris Duncan
Andrew Stone is a partner in the law firm of Kozusko Harris Duncan and is based in the Firm’s Chicago office.
Andrew counsels individuals, families, fiduciaries and family offices on all aspects of estate planning, estate administration and wealth transfer planning. Andrew’s practice includes significant experience with closely-held family businesses and the multi-generational families that own and control these businesses. He also focuses on international aspects of tax and estate planning for U.S. beneficiaries of foreign trusts, non-U.S. families with U.S. connections, foreign executives in the U.S. and U.S. citizens residing, or owning business interests, abroad.
Andrew serves as Chair of the Chicago Branch of the Society of Trust and Estate Practitioners (STEP). He is past co-chair of the International Tax Planning Committee of the Section of Real Property, Trust and Estate Law of the American Bar Association. Since 2005 he has served on the Board of Trustees of the John C. Proctor Endowment, Peoria, Illinois, and on the Professional Advisory Committee of the Chicago Community Trust. Andrew is an adjunct faculty member teaching International Estate Planning in Northwestern University School of Law’s Tax LLM program.
While in law school, Andrew was a John M. Olin Scholar in Law and Economics and was an articles editor for the Cornell Journal of Law & Public Policy. Prior to law school, he studied history at the Westfälische Wilhelms-Universität, Münster, Germany, as a recipient of a German Academic Exchange Service Scholarship. Andrew speaks regularly on tax and estate planning topics and is a co-author of “Role of the Trustee” (Illinois Institute of Continuing Legal Education-Trust Administration Handbook). Prior to joining KHD in May of 2014, Andrew was a partner at McDermott Will & Emery LLP. He is admitted to practice in Illinois.
Program Wrap Up and Adjourn / Introduction of Art Basel Events
Richard Fitzburgh, Senior Vice President, Financial Advisor, RBC Wealth Management
Richard Fitzburgh is Senior Vice President-Financial Advisor at RBC Wealth Management where he is a leading financial advisor to high-net-worth individuals, corporations and family offices. Royal Bank of Canada (RBC) is one of North America’s leading diversified financial services companies and provides personal and commercial banking, wealth management services, insurance, investor services and capital markets services on a global basis.
During his 30-year career in the financial services industry, Mr. Fitzburgh has developed deep expertise in wealth management and estate planning and works closely with a broad network of trust and estate attorneys. Mr. Fitzburgh takes a full-service approach with his clients. This can include assisting them with insurance needs, equity-based lending, asset-protection trusts and sophisticated tax strategies as part of their overall wealth planning.
And, to service clients with needs in the professional money management arena, Mr. Fitzburgh’s practice includes top money managers, two of whom are members of Barron’s Roundtable.
Mr. Fitzburgh works extensively with corporations as well – building 401(k) Plans, ESOPs, developing pension and profit-sharing options and defined benefit plans. He regularly collaborates with RBC’s top investment bankers on client strategies.
Over time, Mr. Fitzburgh has developed a series of events that make his practice unique. These include an annual investment conference solely for his clients featuring well-known economic experts with valuable perspectives on global topics. Other events focus on art and culture, notably the tremendously successful Art Basel Miami art fair, which connects clients with interest in the arts to internationally renowned artists – providing three days of insider experiences at this world-renowned venue.
Prior to joining RBC Wealth Management in 2008, Mr. Fitzburgh held positions of increasing responsibility at UBS Pain Webber in New York. Mr. Fitzburgh began his career in retail with the storied E.F. Hutton Corporation after graduation from Villanova University.
He is active with the Make-A-Wish Foundation and with UN Women. Currently, he is very excited to be chairing the Steering Committee for the upcoming UN Women conference “A Call to Action for Gender Equality” which will take place on March 30, 2016.
Family Office Exchange Speakers
Sara Hamilton, Founder and CEO
Sara Hamilton is the founder and CEO of Family Office Exchange (FOX), the 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 over 330 globally-minded family enterprises based in 23 countries.
Since 1989, FOX has made solutions accessible to financial families by fostering dialogue among wealth owners, family office executives and wealth advisors. In 2014, FOX celebrates its 25th 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.
Ms. Hamilton 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 course on Private Wealth Management offered twice a year in Chicago.
In 2009, 2010 & 2011, Ms. Hamilton 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 a Founding Board Member of the Chicago Global Donors Network
Amy Hart Clyne, Executive Director, Knowledge Center
Amy Hart Clyne is Executive Director of the Family Office Exchange (FOX) Knowledge Center team where she works on delivering market-centric solutions to both Family and Advisor Members of the firm. She is an executive with extensive experience in private wealth management serving ultra high net worth individuals. A strategic and tactical professional, Amy is skilled in developing strategy, marketing and communications programs to both members of senior management teams and as an advisor to industry leaders in private wealth management. Specific areas of expertise include strategic planning, client management and advisory, strategic marketing and research planning, internal sales and training meetings, client events and seminars, relationship management, and new product launch.
Amy provides over 25 years of experience in the ultra high net worth marketplace. She rejoined Family Office Exchange in 2012 after working as a consultant to some of the country’s leading private wealth management firms such as Silver Bridge Associates, Atlantic Trust and private family foundations over the last dozen years. She was the Marketing Director of The Chase Manhattan Private Bank serving the United States and Latin America for 7 years. Prior to joining Chase, Amy worked in Marketing and Training at Bankers Trust Private Bank and served as a Portfolio Manager for Lehman Management Company, a subsidiary of Lehman Bros. Kuhn Loeb, for 6 years. Amy is characterized as a disciplined, results-oriented and highly collaborative leader with well-developed client and market assessment capabilities.
Charles B. Grace III, Managing Director
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. He has more than 20 years experience in the family office community advising high-net-worth families and has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine. 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.
Alexandre Monnier, President
Alexandre Monnier is President of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership. He oversees FOX globally and has extensive experience in creating, marketing, and delivering premium services to families of wealth in the wealth management, private aviation and healthcare industries – in the US and internationally.
He joined FOX from PinnacleCare, a leader in private health advisory services, where he led the development of the business in the U.S. and in Europe. Earlier Alexandre ran Skyjet, Bombardier Aerospace’s private jet charter business. Previously he spent 10 years as a management consultant serving firms internationally. He started his career in finance with Societe Generale.
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