2015 Regional Member Briefing - Dallas - March 25


Wednesday, March 25, 2015 - 11:30am to 1:30pm
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.
Host Presentation: 
Cohesion Isn’t Just for Families!
Moderated by:
Byron Thorsen 
Managing Director, Wellspring Associates
Tucker S. Bridwell
President, Mansefeldt Investments & The Dian Graves Owen Foundation
Marvin E. Singleton III
President & CEO, Citizen’s National Bank of Texas 
Attendance is included with membership, but advance registration is required.


Maggiano’s Little Italy Northpark
205 Northpark Center (Central & NW Highway)
Dallas  Texas  75225
United States
  • Agenda
  • Speakers
  • FOX Facilitators

11:30 a.m. FOX Welcome

Host Presentation: 

Cohesion Isn’t Just for Families!

Moderated by:
Byron Thorsen 
Managing Director
Wellspring Associates
Tucker S. Bridwell 
Mansefeldt Investments & The Dian Graves Owen Foundation 
Marvin E. Singleton III 
President & CEO 
Citizen’s National Bank of Texas 
The need for unity and teamwork among a family’s inner circle of advisors is clear and a minimum standard, right? Everyone on your team is aware of the “big picture,” aren’t they? Not necessarily. When family ties don’t act as a bond for your advisory team, what should you expect? How do you know? This panel discussion will focus on how to build a multidisciplinary team with strong working relationships focused on YOU!
Peer Dialogue
1:30 p.m. Adjourn

Byron Thorsen, CFP, Managing Director, Wellspring Associates

Byron is a principal and Managing Director of Wellspring Associates.  He has over 25 years of Wealth Integration™ experience assisting affluent, multi-generational families and their family offices and advisors.  Wealth Integration is defined as integrating and coordinating estate, charitable and business succession planning for optimal results.  Byron has a nationwide practice with concentration in the south central and southwestern United States.
Byron established the Wellspring office in Dallas in 1992.  Previously, he worked with James Baker and Company as a consultant in Oklahoma City advising community and regional banks. 
Byron received his Bachelor’s Degree in Economics from Brigham Young University and, as an undergraduate, was an intern in the Office of the Chief Economist at the Securities and Exchange Commission in Washington, D.C. 
Byron is a CERTIFIED FINANCIAL PLANNER® professional and he has received membership recognition with numerous industry associations including Family Office Exchange Thought Leaders Council, AALU and the International Forum.  He enjoys his professional relationships with the American Endowment Foundation and Renaissance, two organizations that support charitable giving and charitable trust administration.
Byron and his wife, Sidney, live in Arlington, Texas.  They have five children and two grandchildren.

Tucker S. Bridwell, President, Mansefeldt Investments & The Dian Graves Owen Foundation

Tucker S. Bridwell manages a family office and has been the President of Mansefeldt Investment Corporation and the Dian Graves Owen Foundation since September 1997.  He has been in the energy business in various capacities for over 27 years, focusing on oil and gas private equity and public companies.  Mr. Bridwell is a Certified Public Accountant and has practiced public accountancy, specializing in oil and gas.  He earned a Bachelor of Business Administration degree and a Master of Business Administration degree from Southern Methodist University.  Currently, he serves on the board of directors of Concho Resources, Inc., First Financial Bankshares, Inc. and Halcon Resources.  He also serves as an Executive Board Member for the SMU Cox School of Business.
He is currently Lead Director and Chairman of the Nominating and Corporate Governance Committee of First Financial Bankshares, Inc.  Mr. Bridwell previously served as Chairman of First Permian, LLC from 2000 until its sale to Energen Corporation in April 2002, and was a director of Petrohawk Energy Corporation from May 2004 to December 2010.

Marvin E. Singleton III, President & CEO, Citizen’s National Bank of Texas in Waxahachie

Mark Singleton is President and CEO of Citizens National Bank of Texas in Waxahachie.  Citizen’s National Bank of Texas (CNB) is the third oldest independent bank in the state of Texas and Mr. Singleton is the fourth generation of his family to be an owner and chief officer of the bank. Mr. Singleton is also a Director of the M.E. Singleton Scholarship Trust, which was established in 1954.
In 2011, the Independent Bankers Association of Texas honored CNB with its Texas Community Bank of the Year Award.  Additionally, in 2011, Mr. Singleton was distinguished as Citizen of the Year by the Waxahachie Chamber of Commerce.  In 2007, Mark Singleton and his family were honored by Baylor University with the Texas Family Business of the Year Heritage Award.  
Mr. Singleton currently serves on the City Council of Waxahachie, is on the executive committee of the Economic Development Council, participates in leadership roles in the seven communities served by the bank and currently serves as a board member of the Independent Bankers Association of Texas. Mark is a graduate of Southern Methodist University’s Southwest Graduate School of Banking.


Heather Asher, Senior Relationship Manager

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.

Karen Rush, Director of Membership

Karen Rush is Director of Membership for Family Office Exchange (FOX). She is part of the advisor team that works to increase membership and provide member services. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.
Prior to joining FOX in 2005, Ms. Rush spent 10 years at a large, multi-generational family office as the communications coordinator. She worked directly with the family office and family members to develop a family meeting process and younger generation education program.