Wednesday, March 20, 2013 - 8:15pm to 10:30pm
Comparing Asset Allocation & Returns, Family Office Costs and Incentive Strategies
As part of our ongoing support of our global community of Family Offices, we would like to share with you some of the highlights from our Annual Benchmarking Survey.
As the first institution to conduct Family Office Benchmarking beginning in 1991, we strive in this year’s survey is to provide high-quality data on a spectrum of matters that face family offices, to enable management teams and owners to make better decisions and communicate more effectively with stakeholders.
This is a closed meeting and only open to family office executives, family members and their trusted advisors, through invitation only.
Invitation is to FOX members and selected guests. Please reply to Alex Hayward, Relationship Manager, at firstname.lastname@example.org if you would like to attend.
FOX Members: Log in to register for this event.
Not a FOX Member? Inquire here to request an invitation to this event:
3.15: Arrival and Coffee
3.30: Presentation: FOX Benchmarking presentation.
4.45: Industry Trends and Challenges
5.30: Further discussion and drinks
Charlie Grace, Family Office Exchange
Charles B. Grace is Senior Consultant at FOX. Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. Assignments have included work on advisor selection, education of the next generation, leadership and succession, governance, family office structuring, among others. Charlie is active on the family office and advisor membership and research sides at FOX, including investment focused studies and other initiatives. He has experience facilitating member and client meetings for FOX.
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.