Regional Advisor Briefing - Toronto - May 3, 2018

Overview

Thursday, May 3, 2018 - 8:30am to 10:00am

**As of May 2, please email events@familyoffice.com if you would like to inqure regarding registration**

 

Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Regional Advisor Briefing.

Attendance is included with membership, but advance registration is required.

Location

Richardson GMP Private Family Office
145 King Street West, Suite 500
Toronto  Ontario  M5H 1J8
Canada
  • Agenda
  • FOX Facilitators
8:30 am Breakfast and Networking
   
9:00 am Open discussion around Trends identified by FOX
   
10:00 am Adjourn
   

Vincent Hayes, Director of Member Development

Vincent Hayes is the Director of Member Development at Family Office Exchange (FOX). Vincent serves as the ambassador for FOX in reaching out to new members, promoting the networking and education benefits that come with FOX membership. He helps prospective members find ways to solve the challenges they face in running their family enterprises using resources available within FOX and its membership community.

Prior to joining FOX, Vincent spent 15 years in the investment world, most recently with AGN Futures, where he has served as Vice President of Sales & Operations since 2011. Previously, Vincent has worked at R.J. O’Brien & Associates, Global Forex Trading, and ZAP Futures. Vincent is a graduate of Western Michigan University with a Bachelor of Business Administration degree in Finance and minor in Accounting. He is based in Chicago.

Mariann Mihailidis, Managing Director, Councils

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