2015 Wealth Advisor Briefing - Dallas - March 25

Overview

Wednesday, March 25, 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

Marsh Private Client Services
4400 Comerica Bank Tower
1717 Main Street
Dallas  Texas  75201
United States
  • FOX Facilitators

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.