2014 Wealth Advisor Briefing - New York - November 19

Overview

Wednesday, November 19, 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

AIG
175 Water Street, 18th Floor
New York  New York  10038
United States
  • Agenda
  • FOX Facilitators
8:30 - 9:00 am

Breakfast Networking Reception

9:00 - 10:00 am

Peer Discussion of FOX Wealth Trends

 

 

Heather Asher, Senior Relationship Manager, Family Office Exchange

Heather Asher is a senior relationship manager for Family Office Exchange (FOX). Part of FOX’s family office team, she provides a variety of member services and supports the specific needs for family business-owning members. She also works on FOX’s Next Generation Network by engaging younger family members with education and networking.
 
Before joining FOX in 2008, Heather served as strategic marketing and events manager at Aon Corporation for seven years. While at Aon, Heather planned and executed more than 100 large-scale events and created the marketing and project execution for Aon’s South America Division. Earlier, she worked on Capitol Hill for a U.S. senator and in the foreign policy department at a lobbyist organization. She also has previous experience working in a Chicago-based family office.
 
Heather has a bachelor’s degree in journalism, public relations/advertising and political science from the University of Wisconsin-Madison. She graduated with honors from DePaul University with a master’s degree in organizational and multi-cultural communications.
 

Charles B. Grace, III, Managing Director, Family Office Exchange

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.