Charles Grace, Managing Director of Family Wealth Exchange will present on: Supporting the Family Enterprise: Lessons from Successful Family Offices
Not a FOX Member? Inquire here to request an invitation to this event:
- The Family Enterprise: Unifying the Wealth, Family and Business
- Developing an Action Plan to Strengthen the Family Enterprise
- The Role of the Sophisticated Family Office
3.00 pm Questions & Answers
Charles B. Grace, 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.