Regional Member Briefing - Chicago - September 25, 2018


Tuesday, September 25, 2018 - 11:30am to 1:30pm

Please note that this event is at capacity and we are no longer accepting registrations.

Please email us at to be added to the wait-list.

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

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


Tree Studios
4 East Ohio Street
Chicago  Illinois  60611
United States
  • Agenda
  • Speakers
  • FOX Facilitators
11:30 am Network/Welcome
12:00 pm

Lunch and Presentations/Q&A

SFO by Design:  Equipping the Family Office to Meet Changing Demands  
A family office is typically structured by default rather than by design. In most cases, it is set up to serve the immediate needs of the founder and a limited number of family members. As the family grows, mandates change. How do you ensure that the family office is equipped to handle these new demands? Do you outsource? Partner? Expand?
Join us for an in-depth discussion as we explore what structure is best for your family office. This will be an interactive discussion led by Andy Busser, Managing Director of Pitcairn, designed to stimulate thinking for the future of your family office.

1:00 pm Peer Dialogue
1:30 pm Adjourn



Andrew L. Busser, Managing Director of Strategy, Pitcairn

Andrew L. Busser is Managing Director of Strategy at Pitcairn. Andy’s primary roles are to advise wealthy families on long-term strategic investment and wealth matters as well as to cultivate, manage, and deepen relationships with families and single family offices. 

With over 25 years as an advisor, investment manager, and strategy consultant, Andy has extensive experience advising families, individuals, and single family offices. Most recently, Andy was a partner at Symphony Capital, a healthcare-focused investment manager of private equity and hedge funds. Prior to that, he co-founded Wilkerson Partners, a management consulting and advisory firm that worked with wealthy families, investors and management teams with a focus on the healthcare industry, and he served as a management consultant at The Wilkerson Group/IBM Healthcare Consulting. Andy began his career in commercial management at The DuPont Merck Pharmaceutical Co.

Andy holds an AB in History from Colgate University. Outside his professional duties, he has served on multiple boards of both public and private companies and on the boards of the Colgate University Alumni Corporation and Lincoln Center Education.

Ruth Easterling, Managing Director, Member Services

Ruth Easterling is Managing Director, Member Services, for Family Office Exchange (FOX). In her role, she provides relationship management for family and advisor members by aligning FOX services with the unique needs of each member. Ruth also co-moderates the Private Family Trust Company Network and works with the team at FOX to develop programming and insights for the Network.

Prior to her current responsibilities, Ruth led all FOX member services activities, and oversaw the delivery of conferences, educational forums, webinars, website resources and member communications annually. She has overseen marketing and drove the redesign and brand initiative that differentiates FOX today.

Under Ruth’s direction, FOX has integrated member feedback processes through satisfaction surveys and advisory boards to guide the development of new programs and services. She played a lead role in the design and delivery of the first comprehensive program for wealth owners known as the FOX Learning Academy.

Prior to joining FOX, Ruth worked with the professional services firm Smith, Bucklin & Associates, which provides management and consulting services to more than 180 associations. She served as executive director to professional associations ranging in size from 300 to 4,000 members, re-engineering membership structures and planning processes to better enable organizations to maximize their potential through efficient governance structures and member participation. In addition, Ruth often consulted with international and national organizations on strategic planning and governance design. 

Ruth holds a bachelor’s degree in Management and Leadership from Judson College. She is a volunteer leader in organizing her community’s food collection and distribution initiative that aids 350 families and volunteers at the Breakthrough shelter for women.

Patience Marmer, Relationship Manager

Patience Marmer is a Relationship Manager for Family Office Exchange (FOX). In her role, Patience provides relationship management for family and advisor members by aligning FOX services with the unique needs of each member. 
Patience has been serving as a trusted advisor to ultra-wealthy individuals and family office clients for 17 years.  For ten years, Patience was embedded in a large single family office, where she built bespoke risk management programs for a multi-generational family. Patience created management frameworks for multiple museum-quality fine art and valuable collections and was the family office facilitator for multiple special projects ranging from large scale residential construction to risk and reporting technology upgrades. Patience served as partner at a Fine Art Services company where she was the Director of the Private Client Practice and adjusted on fine art claims to leading collectors, galleries and museums.  Her specialties include risk management, fine art collection management and loss prevention, multi-estate luxury service operations. 
Patience studied fine art and history at the University of Illinois and The Art Institute of Chicago.