2014 Wealth Advisor Briefing - Atlanta - December 3

Overview

Wednesday, December 3, 2014 - 8:30am to 10:00am
Join us for a lively exchange of information and ideas with your peers at this FOX Wealth Advisor Briefing.
 
Attendance is included with membership, but advance registration is required.

Location

Atlantic Trust
1555 Peachtree Street, NE, Suite 1100
Atlanta  Georgia  30309
United States
  • Agenda
  • FOX Facilitators
8:30 - 9:00 am Breakfast Networking Reception
 
9:00 - 10:00 am Peer Discussion of FOX Wealth Trends
 
 

Mariann Mihailidis, Managing Director, Family Office Market

Mariann Mihailidis serves as managing director and consultant to family office members of the Family Office Exchange. In her role she oversees the management of all domestic family office relationships. As a practicing tax and estate-planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures. Ms. Mihailidis has served as an executor and trustee, and her fiduciary responsibilities included administrative, legal, and accounting duties of various trusts and estates.Prior to joining FOX in 1996, Ms. Mihailidis worked in one of America’s leading family offices for four years as an accounting manager for the family’s investment partnerships and operating companies.She also spent more than six years in public accounting, including work as an auditor for Price Waterhouse.
 

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.