Regional Member Briefing - Dallas - October 3


Thursday, October 3, 2013 - 8:30pm to 11:30pm

FOX family office executives are invited to join us for a joint meeting between FOX  and the Dallas/Fort Worth Family Office Forum. Mariann Mihailidis, Managing Director, Family Councils and Heather Asher, Senior Relationship Manager at FOX will present on family office trends from the FOX 2013 Benchmarking Surveys (costs, technology, compensation). Drinks and hors' doeuvres will be served.


Park City Club
The Fireside Room
5956 Sherry Lane, Suite 1700
Dallas  Texas  75225
United States
  • Agenda
  • Speakers
3:30 - 4:00 p.m.       Networking 
4:00 p.m.

Presentation by Mariann Mihailidis and Heather Asher

Topic: Family Office Wealth Trends regarding technology, compensation, wealth management, and measuring the value of your Family Office

5:00 p.m.

Q&A Session

6:00-6:30 p.m. Networking


Mariann Mihailidis, Managing Director, Family 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. Ms. Mihailidis 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, Ms. Mihailidis 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. 


Heather Asher, Senior Relationship Manager

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.

Heather has a bachelor’s degree in journalism, public relations/advertising and political science from the University of Wisconsin-Madison. She graduated with honors from DePaul University with a master’s degree in organizational and multi-cultural communications.