Regional Member Briefing - Atlanta - November 14


Thursday, November 14, 2013 - 3:30pm to 6:00pm

FOX families and family office executives are invited to join the Atlanta Family Office Group's quarterly meeting where FOX will be presenting on current trends impacting the family office from the 2013 benchmarking surveys on compensation, cost, technology and measures of success.

There is no fee to attend for FOX members, however advanced registration is required.


Ansley Golf Club
196 Montgomery Ferry Drive
Atlanta  Georgia  30309
United States
  • Agenda
  • Speakers
10:00 a.m.

Presentation by Atlanta Family Office Group Speaker

“BRIC revisited: Is it Time to go Back in the Water?” will be presented by portfolio managers from Eitau, ING and Matthews Funds

11:00 a.m.

FOX Presentation on Current Family Office Industry Trends

Heather Asher, Senior Relationship Manager and Charlie Grace, Managing Director at FOX will present on family office trends from the FOX 2013 Benchmarking Surveys (measures of success, costs, compensation and technology)

12:00 p.m.



Heather Asher, Senior Relationship Manager - Family Office Market, Family Office Exchange

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.

Charles B. Grace, III, Managing Director, Family Office Exchange

Charles B. Grace, III is senior consultant 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.