Global Family Roundtable - London


Tuesday, June 17, 2014 - 6:00pm to 9:30pm

Charles Grace, Managing Director of Family Wealth Exchange will present on: Supporting the Family Enterprise: Lessons from Successful Family Offices

For membership information or to register by email, please contact Alexander Hayward.



Adam House
7-10 Adam Street
London  --  WC2N 6AA
United States
  • Agenda
  • Speakers
As the scope of a family's activities expand and the family grows across generations, the family is faced with the issue of how to preserve the family wealth and well-being beyond the first generation. Contrary to popular belief, it isn't the size of the fortune that determines a family's ability to build a successful family enterprise. Instead, family members must have a shared outlook that is characterized by a long-term view and rooted in a common sense of purpose, together with a proven set of behaviours and practices that enable success. We bring these best practices to life by offering a Family Enterprise Framework which demonstrates how several systems, processes and disciplines must come together in an integrated fashion to form a coherent structure, at the heart of which lies the Family Office.
1.00 pm     Welcome & Introduction
1.15 pm     Program 
  • 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 

3.30 pm     Networking Drinks 
4.30 pm      Program Adjourns 

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.