Wealth Advisor Briefing - New York - April 12, 2017

Overview

Wednesday, April 12, 2017 - 8:30am to 10:00am

Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing.

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

Location

HUB International
5 Bryant Park
1065 Avenue of the Americas
New York  New York  10018
United States
  • Agenda
  • FOX Facilitators
8:30 am Breakfast and Networking
   
9:00 am Open discussion around Trends identified by FOX
   
10:00 am Adjourn
   

 

Sandra Ditore, Regional Director, Membership Development, East Region

Sandra Ditore is the Regional Director of Membership Development, East Region for Family Office Exchange (FOX) which is a leading provider of research, advice and education to families of exceptional wealth. FOX serves more than 350 ultra-wealthy families and 150 multi-family offices and advisory firms across 20 countries. In her role, Ms. Ditore is responsible for identifying prospective family and advisor members, assessing their needs and priorities, and ensuring they have a deep understanding of the benefits of FOX membership. In addition to new member acquisitions, Ms. Ditore is responsible for identifying and securing sponsorship for FOX forums and educational workshops. 
 
Ms. Ditore has more than 20 years of experience in sales and marketing. Before joining FOX in 2002, Ms. Ditore was a senior account manager for a Chicago-based healthcare communications firm, where she developed marketing strategies for global pharmaceutical brands. Prior to this, she held research and marketing positions at several Wall Street investment banking firms, including Drexel Burnham Lambert, Dean Witter Reynolds, and Dillon Read & Co.

Ms. Ditore is on the Executive Leadership Team for the Family Firm Institute (FFI) Midwest Chapter. Her involvement includes the development of educational programming for Midwest members.

 

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

Charles B. Grace, III is Managing Director 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 has been active for over twenty years in the family office community advising ultra-wealthy families and serving as a resource to ultra-wealthy families and family offices. He advised on investment portfolios and general wealth management for almost 10 years, working day-to-day at the multi-family office Ashbridge Investment Management LLC and the single family office Ashbridge, LLC. Charlie has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine and presented at many conferences focused on private investors and family offices.

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.

Charlie graduated from the Washington College of Law with a J.D. and is a member of the New York State Bar. He received a B.A. and M.A. in history from Bates College and the American University, respectively.