2015 Family Office Exchange Roundtable - Melbourne - June 11


Thursday, June 11, 2015 - 3:30pm to 5:30pm

Multi Generation Families and Superior Investment Returns

The purpose of the Roundtable is to share our latest research on investments and best practices.  Formal remarks from the Family Office Exchange team will examine our 2015 investment benchmarking results of families with a focus on (1) setting objectives and approaches to asset allocation as well as (2) processes and procedures families employ for successful investment programs.  In particular, we will examine our survey results around family offices that have achieved superior investment returns.  We will also link the discussion of superior investment performance to the longer term outlook of the family enterprise.


Langham Hotel
Southgate Centre
1 Southgate Avenue
Southbank  VIC  3006
  • Agenda
  • FOX Facilitators
3.30 pm         Welcome and Introductions
3.45 pm         Investment Benchmarking and Peer Dialogue
5.00 pm         Program Adjourns 
5.00 pm         Networking and Refreshments (30 minutes)

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.