2015 Wealth Advisor Briefing - Boston - June 24

Overview

Wednesday, June 24, 2015 - 8:30am to 10:00am
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing.
 
Attendance is included with membership, but advance registration is required.

Location

Wellington Management Company, LLC
280 Congress Street
Boston  Massachusetts  02210
United States
  • Agenda
  • FOX Facilitators

8:30 a.m.

Breakfast and Networking 

9:00 a.m.

Open discussion around Trends identified by FOX

 

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.
 
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.
 

Mariann Mihailidis, Managing Director

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. Ms. Mihailidis received a Bachelor’s Degree in accounting from the University of Notre Dame and a JD from IIT-Kent College of Law.