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.
Not a FOX Member? Inquire here to request an invitation to this event:
- FOX Facilitators
|8:30 am||Breakfast and Networking|
|9:00 am||Open discussion around Trends identified by FOX|
Sandra Ditore, Regional Director, Membership Development, East Region
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.