Join us for a lively exchange of information and ideas with your single and multi-family office peers over lunch.
Attendance is included with membership, but advance registration is required.
LocationMarsh USA Inc. Offices
Not a FOX Member? Inquire here to request an invitation to this event:
- FOX Facilitators
|12:00 pm||Lunch and Presentation/Q&A|
|Presenter: Meg Bricker, Principal, Mercer|
|In this session, Meg Bricker, Principal at Mercer, will discuss navigating the marketplace of individual and family healthcare plans. Medicare and prescription drug options, with emphasis on risk sensitivity, coverage preferences, cost effectiveness, and lifestyle factors including travel and network sensitivity will also be covered.|
|1:00 pm||Peer Dialogue|
Meg Bricker, Principal, Mercer
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.
Karen Rush, Director of Membership