2022 FOX Family Forum Presenters

Keynote Speaker: Ray Dalio

A global macro investor for more than 50 years, Ray Dalio founded Bridgewater Associates out of his two-bedroom apartment in NYC and ran it for most of its 47 years, building it into the largest and most successful hedge fund in the world and the fifth most important private company in the U.S. according to Fortune Magazine. His industry-changing investment innovations (e.g., risk parity, alpha overlay, and All Weather) have changed the way global institutions approach investing...

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Keynote Speaker: Jim Grubman

Dr. Jim Grubman is a senior consultant to multigenerational families and their advisors about the issues that arise around wealth. He has been recognized, with his long-time collaborator Dr. Dennis Jaffe, with the “Outstanding Contribution to Thought Leadership” award by the 2021 Family Wealth Report awards. He is the author of the renowned book, Strangers in Paradise: How Families Adapt to Wealth Across Generations, and co-author of Cross Cultures: How Global...

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Keynote Speaker: Raoul Pal

Raoul is the Co-Founder and CEO of Real Vision Group, one of world’s leading financial media platforms. Additionally, he publishes the Global Macro Investor, a renowned independent macro investment strategy service and is a founder of two other businesses, both in the digital asset industry - a Fund of Digital Asset Hedge Funds and a social token/NFT studio, which tokenizes the world’s largest communities for brands, music artists, sports teams etc...

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Keynote Speaker: Hester M. Peirce

Hester M. Peirce was appointed by President Donald J.  Trump to the U.S. Securities and Exchange Commission and was sworn in on January 11, 2018.Prior to joining the SEC, Commissioner Peirce conducted research on the regulation of financial markets at the Mercatus Center at George Mason University. She was a Senior Counsel on the U.S. Senate Committee on Banking, Housing, and Urban Affairs, where she...

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Rising Gen at the 2022 Family Forum | Oct. 23-24

The forum will kick off with topics exclusively for the Rising Gen family member. Rising Gen members will have the opportunity to connect and hear from peers about exploring different pathways of engagement in the family enterprise...

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Erinn Andrews
Founder & CEO, GiveTeam

Erinn is a social entrepreneur and innovator who loves to tackle philanthropic sector-wide challenges through scalable solutions. Over the last 15 years, she led a philanthropic research lab at Stanford University, led GuideStar’s strategy to develop the bronze, silver, gold, and platinum designations, and started a nonprofit to identify high-impact organizations.

Cassie Atteberry 
Principal, Talent Outside the Lines

Cassie Atteberry is an HR leader with over 20 years in helping make the people stuff easier. Cassie spent 21 years in HR at Hallmark Cards, Inc, where she specialized in helping achieve their business strategy by getting the right structures, processes, cultures, talent and talent processes in place.  As a member of the HR executive team she influenced strategy, policy and the employee experience, becoming known as a champion for diversity, equity and inclusion.  A significant portion of her time was spent coaching employees, managers and working with executive leadership teams. During this tenure she was also the dedicated HR support for Chinquapin Trust Company, the family office established by Hallmark’s founders. 


Ken Cameron
Director, Human Capital Services, Grant Thornton

Ken is a Director in Grant Thornton’s Human Capital Services Consulting Practice. He is based in Atlanta and serves as the employee compensation design services national leader for the firm.  

Ken has more than 25 years of human resources leadership experience in both the consulting and corporate environments. His areas of experience include Total reward strategy; Executive compensation and benefits; Compensation Committee support; Survey design and administration; Variable pay/sales plan design and diagnostics; Broad-based pay design, Culture assessment and Performance management.

Ken has earned the designation of Certified Compensation Professional from WorldatWork and has been a featured speaker for numerous compensation, human resources and financial organizations and a contributor to publications such as the Wall Street Journal, Crain’s New York Business, Bloomberg BNA, the Atlanta Business Chronicle, The Financial Times and Accounting Today. 

Ken has a Master of Science in industrial relations from Loyola University’s Institute of Industrial Relations. He received his Bachelor of Arts degree in psychology from the University of Rochester.


Ray Dalio
Founder, CIO Mentor, and Member of the Bridgewater Board

A global macro investor for more than 50 years, Ray Dalio founded Bridgewater Associates out of his two-bedroom apartment in NYC and ran it for most of its 47 years, building it into the largest and most successful hedge fund in the world and the fifth most important private company in the U.S. according to Fortune Magazine. His industry-changing investment innovations (e.g., risk parity, alpha overlay, and All Weather) have changed the way global institutions approach investing. For this innovative work as well as being a valued advisor to many global policy makers, Ray has also been called the “Steve Jobs of Investing” by CIO Magazine and Wired Magazine, and has been named one of TIME Magazine’s 100 Most Influential People.  

Today, Ray remains an investor and mentor at Bridgewater and serves on its board. He is also the long-running New York Times bestselling author of Principles: Life & Work and Principles for Dealing with the Changing World Order. Principles outlines Ray’s principles for work and life, the foundation of Bridgewater’s distinctive culture that strives to create “meaningful work and meaningful relationships through radical truth and radical transparency;” Ray also attributes them as the key to his and Bridgewater’s success. As a result of the book’s popularity, Ray distilled it into the engaging and easy-to-read illustrated novel for readers of all ages – Principles for Success. Changing World Order, comprises Ray’s multi-year, in-depth study of the last 500 years of history to determine what causes empires to succeed and fail as world powers. In 2018, he and Bridgewater co-published Principles for Navigating Big Debt Crises, the first public dissemination of their research on these economic events, which enabled them to anticipate the 2008 Global Financial Crisis.

Ray graduated with a B.S. in Finance from C.W. Post College in 1971 and earned an MBA degree from Harvard Business School in 1973.  He has been married to his wife, Barbara, for more than 40 years and has three grown sons and five grandchildren. He is an active philanthropist with special interests in ocean exploration and helping to rectify the absence of equal opportunity in education, healthcare, and finance.


Joshua Gentine
Board Member, Sargento Foods and Gentine Family Foundation

Originally from Plymouth, Wisconsin, Josh Gentine cut his teeth in business on cheese as a third generation owner and member of the board of directors at his family’s company, Sargento Foods. In addition to serving on the board, Josh is also a member of the board at the Gentine Family Foundation and a member of the governance committee for their recently created family office, CedarView. Josh’s passion for cheese and family businesses started when he was young, playing hide-and-go-seek in the factory – that passion now extends to his work in the board room with his expertise in governance, decision rights, and human capital.

After receiving his undergraduate degree in finance from the University of Notre Dame and his MBA from the University of North Carolina Kenan-Flagler School of Business, Josh worked for Deloitte Consulting in their M&A practice where he focused on M&A integrations, operating model designs and talent optimization.

He is the Founder and President of Bench Consulting, a family business consulting firm, which allows him to assist other family businesses with multi-generational succession planning and transitions. He currently resides in Charlottesville, Virginia with his wife Meredith and their two children, Henryand Juliette.


Jim Grubman
Family Wealth Consultant

Dr. Jim Grubman is a senior consultant to multigenerational families and their advisors about the issues that arise around wealth. He has been recognized, with his long-time collaborator Dr. Dennis Jaffe, with the “Outstanding Contribution to Thought Leadership” award by the 2021 Family Wealth Report awards. He is the author of the renowned book, Strangers in Paradise: How Families Adapt to Wealth Across Generations, and co-author of Cross Cultures: How Global Families Navigate Change Across Generations. He has been published and quoted extensively by The Wall Street Journal, The New York Times, CNBC, and other media, including Malcolm Gladwell’s 2013 book, David and Goliath.  Dr. Grubman holds Fellow status in the Family Firm Institute and the Purposeful Planning Institute, and he is one of the very few psychologists in the 20,000-member STEP international trusts-and-estates organization. His global consulting practice, Family Wealth Consulting, is based in Massachusetts, USA.


Bridget Hanagan
Senior Associate, Partnerships, Maverick Collective

Bridget supports the management of philanthropic partnerships with Maverick Collective members along with developing and managing connector relationships. She has worked closely with families and individuals to develop and execute their charitable giving goals and maximize their impact on the causes they care about most. Prior to joining PSI, Bridget worked as a Donor Services Officer for the Greater Washington Community Foundation managing a portfolio of donor advised, scholarship, and sponsored program funds, helping donors think more strategically about their philanthropy, providing issue area expertise to scale the impact of their gifts, and help craft their charitable legacy. She holds a BA from Simmons University in International Relations and Economics with a French minor. 


Dane Harbaugh
Chair, Gates Family Foundation

Dane, a Colorado native, is a fourth-generation family member who is engaged in many aspects of his Family’s post-liquidity enterprise, including serving as Chair of the Gates Family Foundation and Chair of the family office. He additionally serves as a member of their private trust company and is part of the investment committees of both the Gates Family Foundation and family business. He has been involved in strategic planning efforts for the foundation and family office and has a long history of engaging with the Family’s forward-looking education and human capital development program.  

Dane is a small business owner who cares deeply about his community and is highly committed to his own Colorado focused philanthropy. He received his MBA and MS in Real Estate and Construction Management from the University of Denver and his BS in Finance and Management from Tulane University in New Orleans. He is an avid skier, hiker, cyclist, runner, and traveler. Dane lives in Denver with his wife, two young children, and golden retriever.


Meghan Juday
Chairman of the Board, IDEAL Industries

Meghan Juday understands how family businesses thrive and survive and makes it her mission to share this know-how with the business community. The enthusiastic champion for family businesses draws on her   experience as a fourth-generation leader and Chairman of  the Board at  IDEAL Industries, a family business in operation for over 105 years. Meghan cut her teeth in the  family business  and further honed her skills as a business analyst and project manager at Computer Sciences Corporation (CSC). As the IDEAL Family Council Chair for 14 years, Meghan increased family engagement and mitigated risk. She reimagined family roles within the corporation, creating a family development and education program based on family governance and director development. The program gives family members equal access to leadership and director roles with selection based on merit. Meghan has served on the IDEAL board since 2008, chairing the Nominating and Governance Committee for five years. She was named Vice Chairman in 2018  and became Chairman in 2020. Her leadership role at IDEAL gave Meghana unique platform to advance family businesses as a thought leader. In her career, thehighly sought-after public speaker and transformational leader.


Becky Levinson
Investment Manager, Levinson Family

Ms. Becky Levinson is a private real estate investment professional. She manages her family'slower/middle market private real estate investment portfolio, is assisting with the growth into thelower/middle market Private Equity space, and is also stepping into the real estate developmentrole with her husband on their first project. Becky grew up on a dairy farm in Pennsylvania, andwas heavily influenced by her family’s work ethic, community engagement, and centuries ofworking together in a family business. She left the farm to obtain a degree in ChemicalEngineering from Rose Hulman Institute of Technology, and from there, served her countryworking for the United States Air Force as a Ballistic Missile Systems Engineer in Dayton, Ohioand then Northern Virginia.  After the birth of her third child, she decided on a major careertrajectory change and transitioned from civil service to working with both her family andhusband’s family, growing into the roles she currently occupies. She lives in Indiana, with herhusband, three children and two dogs and enjoys houseplants, cooking, and brewing beer.


Philippe Mauchard
Venture Partner and Former Chief Investment Officer, SPDG Ventures – Managing Partner, The Bridge and SOSA 

Philippe has over 25 years of deep and broad experience in 3 mutually reinforcing elements of disruptive innovation ecosystems: as a senior Partner with McKinsey&Co; as the founder and global leader of McKinsey Solutions and The Bridge; and as active investor, as Chief Investment Officer with SPDG (FOX member) and now with SOSA, an open innovation platform from Israel. Throughout these chapters, Philippe has been striving to bring a sense of balance between business performance and societal responsibility (incl. getting SPDG to get BCorp certified). He is a drummer and long-distance runner, living in between Brussels and Tel Aviv with his wife and 3 children.


Miller Morris
CEO & Founder, The Comma Collective and Maverick Collective Member

Miller Morris is a global health researcher and social entrepreneur focused on gender equity. Coupling her family office and venture philanthropy backgrounds with her academic work in public health, Miller is developing a single-use, backyard-compostable menstrual product for women in low-income communities through her social enterprise, Comma.  She is a member of Maverick Collective by PSI, and is part of Maverick Next, a one-of-a-kind experiential program for changemakers in the early stages of their philanthropy journey.  Along with a small cohort of women, they are funding a ground-breaking digital health initiative in Central America that provides youth with convenient sexual and reproductive health (SRH) information and services through one-on-one cyber education, connection to online counseling, and telemedicine services. Miller holds a Master’s in the Social Determinants of Health from Vanderbilt University and a M.P.H from the Vanderbilt University School of Medicine. A native of Nashville, TN, Miller loves live music and good food--and spending time with friends, family, and her beloved dog.


Raoul Pal
Co-Founder and CEO, Real Vision Group

Raoul is the Co-Founder and CEO of Real Vision Group, one of world’s leading financial media platforms. Additionally, he publishes the Global Macro Investor, a renowned independent macro investment strategy service and is a founder of two other businesses, both in the digital asset industry - a Fund of Digital Asset Hedge Funds and a social token/NFT studio, which tokenizes the world’s largest communities for brands, music artists, sports teams etc. Formerly Raoul worked for Goldman Sachs and later ran a global macro hedge fund for GLG Partners. He lives in the Cayman Islands.


Hester M. Peirce
SEC Commissioner

Hester M. Peirce was appointed by President Donald J. Trump to the U.S. Securities and Exchange Commission and was sworn in on January 11, 2018. Prior to joining the SEC, Commissioner Peirce conducted research on the regulation of financial markets at the Mercatus Center at George Mason University. She was a Senior Counsel on the U.S. Senate Committee on Banking, Housing, and Urban Affairs, where she advised Ranking Member Richard Shelby and other members of the Committee on securities issues. Commissioner Peirce served as counsel to SEC Commissioner Paul S. Atkins. She also worked as a Staff Attorney in the SEC’s Division of Investment Management. Commissioner Peirce was an associate at Wilmer, Cutler & Pickering (now WilmerHale) and clerked for Judge Roger Andewelt on the Court of Federal Claims. Commissioner Peirce earned her bachelor’s degree in Economics from Case Western Reserve University and her JD from Yale Law School.


Kyle Peterson
Co-Founder and Managing Partner, Boldly Go Philanthropy

Kyle Peterson is the Co-Founder and Managing Partner at Boldly Go Philanthropy, a philanthropic advisory firm that brings innovative strategies, practical approaches, trusted advice, and world-class programmatic support to philanthropists, foundations, corporate givers, wealth advisors, and community foundations — rigorously managing execution, navigating board and family dynamics, and powering their ability to solve social issues and address inequities.  

Before launching Boldly Go Philanthropy, Kyle Peterson led all philanthropic activities on behalf of the multi-generation Walton family, including serving as the Executive Director of the Walton Family Foundation. In this role, he oversaw the transformation of one of the nation’s largest private foundations to support $600 million in annual grant making. Prior to the foundation, Kyle helped to launch, lead, and build FSG, a global consulting firm. During his tenure at FSG, Kyle led over 150 consulting engagements for foundations, companies, and nonprofits and served on FSG’s board of directors. Prior to FSG, Kyle was a country director in Zimbabwe and Rwanda for Population Services International, a consultant with Monitor Consulting, and a Peace Corps volunteer in Sierra Leone. Kyle holds an MBA from the McCombs School of Business and an MPA from the LBJ School of Public Affairs (University of Texas) and a BA in International Studies from the American University. Kyle and his wife, Maury, live in Chevy Chase, Maryland, with their teenage son, Finn.


Alison Powell
Partner, Bridgespan

Alison joined Bridgespan in 2006. Alison advises philanthropy clients and manages much of Bridgespan’s philanthropy practice and research, including our initiatives focused on philanthropic collaboration and Big Bets for Social Change.

Alison has led a number of projects with influential philanthropies, supporting their strategies and strategic implementation—including multiple engagements each with the Bill & Melinda Gates Foundation and Margaret A Cargill Philanthropies. Alison has also advised direct-service clients, including a charter management organization and an organization focused on transitional support for people aging out of foster care.

Alison writes and speaks on philanthropic issues, including co-authoring How Philanthropic Collaborations Succeed and Why They Fail and related report and literature review, Releasing the Power of Philanthropic Collaborations, Four Pathways to Greater Giving, Making Big Bets for Social Change, Reimagining Institutional Philanthropy, What Ambitious Philanthropists Can Learn From The Atlantic Philanthropies’ Experience Making Big Bets, and Philanthropy in the New Age of Government Austerity.

Before joining Bridgespan, Alison worked for Mattel to ideate, develop and launch toy product lines. She started her career at The Parthenon Group, a management consultancy where she worked on a host of strategic engagements, from motorcycle manufacturing to publishing.

Alison graduated cum laude with an AB degree in Politics from Princeton University and received her MBA from Berkeley’s Haas School of Business. Alison lives in the San Francisco bay area with her husband, two sons, and dog.  


Dr. Volker Then
CEO, Fondazione AIS

Since 2022 Chief Executive Officer and Member of the Executive Board, Fondazione AIS – Advancing Impact and Sustainability, Bologna; 2006-2021 Executive Director, Centre for Social Investment, Heidelberg University; 1994 – 2006 Bertelsmann Foundation, Senior Programme Officer, last position Director Philanthropy and Foundations, directing Programme Division; 2014-2016 National Advisory Board G7-Social Impact Investment Task Force; involved in setting up the German follow-up organization to the NAB, the “Federal Initiative Impact Investing”; since 2021 Scientific Advisory  Board, OECD Global Action "Social and Solidarity Economy"; member of multiple boards in philanthropy and the Non-Profit-Sector, including the former EFC European Foundation centre (now Philea) 1999-2006; the International Committee of the US Council on Foundations (1999-2006); Strategic interests: social investment, impact investment, entrepreneurial and organizational strategy, impact measurement. Interdisciplinary work and relevant bridging between academia and practice.


Darley Tom
Senior Manager, Experience & Operations, Maverick Collective

Darley Tom is the Experience Architect for Maverick Collective and leads the strategic design and execution of the Member experience. Darley is a partnership and communication expert with more than 15 years of experience across the public and private sectors.

She joined PSI in 2019 to co-lead Maverick Next, focusing on program execution and advocacy. Prior to PSI, Darley led marketing and communications at Park Hyatt, public affairs efforts for the United Nations Foundation’s entrepreneurship and innovation portfolio including its Global Entrepreneurs Council, and worked under the Department of Management at the United Nations.

Darley is an author in the journal of Virology for her work on Hepatitis C and was awarded Best Annual Report and Brochure by PR News while at the UN Foundation. Darley holds a Masters in Sustainable International Development from the Heller School of Social Policy and Management at Brandeis University.


Stephanie Traversy
Vice President, Personal Development and Governance, BridgeGreen Capital

Following 30 years in the realms of corporate education, executive leadership coaching, and organizational effectiveness, Stephanie’s passion and curiosity led her to the Family Office world. Having focused on engaging and developing top talent within the workforce, a natural progression was to join BridgeGreen Capital, and as Vice President of Governance and Personal Development,  she supports the successful transition of Social, Intellectual and Emotional Capital from second to third generation Family members.

Career highlights include managing national and international learning and development teams, implementing strategic CEO and Executive succession plans, designing and facilitating world class leadership programs, executive coaching, and consulting.

Stephanie holds a degree in Journalism, is a certified Executive Coach, Facilitator and Keynote Speaker. Her love of learning is an ideal backdrop for the programs she creates and implements – all of which are grounded in a strength’s-based  philosophy: Cultivating natural excellence results in boundless possibilities.  


Hannah VanderWeide Shue
Lifelong Learner, Investor, Consultant

Hannah VanderWeide Shue is a lifelong learner, connector, and encourager—driven by curiosity and the occasional Belgian ale. She is a third-generation leader in several of her family’s business ventures, including RDV Corporation, the National Basketball Association’s Orlando Magic franchise, direct selling leader Amway, and Ottawa Avenue Private Capital.

Hannah plays a central role for her extended family in creating structures and systems that empower owned organizations and her family members to work together and flourish. Hannah believes that complex family systems thrive when they create space to get to know each individual member’s dreams, and invest in their journey towards self-actualization. She leverages this first-hand experience and expertise to provide coaching and consultation to other prominent families and the emerging generation as they embark on leadership and transition planning, overall corporation governance work, and more.

Deeply invested in her communities, Hannah supports charities and initiatives that help others attain the resources needed to reach their full potential and sustain long-term vitality. Hannah’s passion for entrepreneurship helped lead her and her family to launch SpringGR, an initiative in Grand Rapids, Michigan that empowers underserved entrepreneurs to develop the necessary skills to start and scale their businesses. She and her husband, Blake, have developed a scholarship at their alma mater – Wake Forest University – for first-generation students with an interest in entrepreneurship. She also works closely with charity:water, an organization devoted to bringing clean and safe drinking water to every person on the planet.

Her career began with a series of digital marketing roles of increasing responsibility, advancing to a management position with WeWork before transitioning to efforts related to organizations led by her and her family.
Hannah graduated summa cum laude with a bachelor’s degree in communications and entrepreneurship at Wake Forest University. Hannah continues to be involved in the university, including serving on the Wake Forest University Board of Trustees.

Hannah and her husband live in Colorado with their golden retriever.

FOX Hosts

Heather Asher Abramson
Director, Relationship Manager

Heather Asher Abramson is the Director, Relationship Manager at Family Office Exchange (FOX).  In her role, Heather works with business-owning family members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. Heather also runs FOX’s Rising Gen Community, which is designed to provide next-generation family members an opportunity to learn, share experiences, and develop skills as future leaders. Heather has held multiple roles at FOX including membership development.    

Before joining FOX in 2008, Heather served as Strategic Marketing and Events Manager at Aon Corporation. 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 in her career, she worked on Capitol Hill for a U.S. senator and in the foreign policy department at a lobbying organization. She also has previous experience working in a Chicago-based family office. 

Heather has a B.A. degree in Journalism, Public Relations, and Political Science from the University of Wisconsin-Madison. She graduated with honors from DePaul University with an M.A. in Organizational and Multi-cultural Communications. 


Mindy Kalinowski Earley, CMP, CFBA 
Chief Learning Officer, FOX Family Learning Center

Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange (FOX). In her role, she fosters integrated learning programs for enterprise families and is responsible for developing the family learning community. She co-chairs the FOX Rising Gen program and serves as an outsourced Chief Learning Office to FOX members. Mindy is inspired by helping people learn, grow, and discover how they will make personal and productive contributions, using their strengths and talents.

Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks supporting human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals. As a Strong Interest Inventory facilitator with a certificate in Family Business Advising, she enjoys helping families and rising generation members navigate the unique world of family enterprise and family relationships by understanding that responsibility and intention pave a path to personal achievement and satisfaction. She has been featured in the New York Times, Family Business Magazine, Successful Generations podcast and is a regular speaker and facilitator. Mindy lives in Rockford, MI, with her husband, daughter, and Bernedoodle.


Gabrielle (Gaby) Griffin
Interim Co-President 

Gaby Griffin is an Interim Co-President of Membership at Family Office Exchange (FOX). In her role, Gaby leads the overall Family Office Council experience and manages multiple councils. She provides members the opportunities to learn from and share ideas with highly accomplished and hard-to-find peers in a confidential environment. No matter what hat she’s wearing, her goal is simple – to create value for families by providing objective guidance and timely relevant information to help make informed decisions. Gaby takes a very personalized approach to her relationship management practice and has built client and advisory relationships that span over two decades. She also serves as a member of the FOX leadership

Gaby brings 25 years of wealth management, corporate , investment, and strategic advisory experience to FOX and its members. Gaby joined FOX from Capital Group Private Client Services. Prior to that, she held leadership positions at LaSalle Bank NA advising business owners, their families and family offices, as well as working directly with ultra-high net worth clients as a relationship manager for Abbot Downing. Gaby has been involved with the FOX community for over 20 years.

Gaby earned a B.A. in Political Science from the University of Wisconsin at Madison. She obtained a Certified Private Wealth Advisor (CPWA®) designation at the University of Chicago Booth School of Business in 2013. Gaby is a member of the Chicago Estate Planning Council (CEPC). Ms. Griffin served on the Board of Trustees and Executive Board for Victory Gardens Theater from 2012-2020. Additionally, she has held several other positions in the non-profit sector and other professional organizations
over her career.


Nate Hamilton
Vice Chair

Nate Hamilton, CFA, is currently Co-Founder and Managing Partner of Heritage Partners Group, a private equity investment and operations platform focused on the acquisition and roll-up of consumer retail and information services businesses. Nate has significant experience in partnering with and investing alongside private family capital and family-owned businesses. Prior to founding Heritage, he worked in investment banking, sales and trading and private equity across several institutions including Goldman Sachs, UBS and as a co-founder of FDX Capital, a direct-investment platform built for FOX family offices. Nate currently sits on the Advisory Board of Family Office Exchange and is a consultant to the Direct Investment Network. He earned his Bachelor’s degree in Economics from Vanderbilt and an M.B.A. from the University of Chicago Booth School of Business.


Sara Hamilton
Founder and Board Chair

Sara is one of the first professionals to recognize family offices as the most sophisticated segment of wealth management, and she has been described as “the Warren Buffet of the family office industry”. When hundreds of U.S. families became centi-millionaires through leveraged buyouts in the 1980s and 1990s, private family offices were created to manage family capital and to educate wealth owners. 

Sara founded the Family Office Exchange (FOX) as a peer network for family office executives in 1989. Within 10 years, she could see that families needed help with family governance and managing financial transitions, in addition to their family offices. As a result, FOX evolved into an advisor to family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private enterprise in a global economy.

Today, Sara provides input to the strategic direction for FOX and supports the development of new programs and services for family enterprises and wealth advisory firms in 25 countries. Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times. She serves on the executive education faculty of the University of Chicago Booth School of Business where she is an adjunct faculty member for their Private Wealth Management and Essentials of Wealth courses in the Executive Education program. She is on the founding board for the Foundation Advancing Impact and Sustainability in Bologna and the founding board for the Private Directors Association in Chicago.


Chris Herbert
Relationship Manager

Chris Herbert is a Relationship Manager at Family Office Exchange (FOX). He brings to his role a background that is rooted in the Financial Services Industry, having served in the areas of commercial and private banking, as well as Family Business Services. As a senior relationship manager, Chris works with financial families to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX.

Prior to joining FOX, Chris worked in the Family Business Division at The Northern Trust Company, where he managed a portfolio of family business assets that are associated with closely-held corporations and partnerships held in trusts and estates. He has experience with assets in a variety of industries, such as, manufacturing, publishing, investing, agriculture, and real estate. Chris also has a background in commercial lending and trust administration. Earlier in his career, he worked as a legal researcher for a well-respected, Chicago-based, intellectual property consulting firm, which specialized in litigation/valuation advisory services.

Chris holds an M.B.A. in International Business and Marketing from the Brennan School of Business at Dominican University.


Allison Lawshe
Learning Center Program Manager

Allison Lawshe is the Learning Center Program Manager at Family Office Exchange (FOX). In her role, she partners with FOX’s Chief Learning Officer, Mindy Kalinowski Earley, to deliver learning programs and content for families, family office staff and advisors. Allison brings ten years of family foundation experience to the role, most recently as Chief Program Officer at the IDP Foundation, Inc., where she led the international education portfolio and scaling of training and financing program to over 600 schools across Ghana. 
Allison has an MPP from the University of Chicago, a BA in Economics and Latin American, Caribbean & Iberian Studies from the University of Wisconsin – Madison and is a Professional Certified Coach.


Kent Lawson
Director, Technology Integration Services

Kent Lawson is Director of Technology Integration Services at Family Office Exchange (FOX). With 25 years of experience as a leader in the wealth management industry, and a deep focus in technology for the family office, Kent’s expertise in consulting, project management, analysis, and diligence around technology drives the FOX Technology Marketplace.

Prior to joining FOX, Kent had an established relationship with FOX as a market leader and as a member. Through his previous role with an enterprise family office and as a contributor to FOX forums, Kent brings over a decade of experience serving at the executive level within a single family office. His expertise in wealth management spans a variety of disciplines, including investment operations, technology, and compliance via working with RIAs, the SEC, and Global Investment Performance Standards (GIPS). He also served as a business analyst and consultant for Advent Software, as COO of a trust company, and other technology solution vendors. Kent also founded an outsource COO firm in the wealth management industry providing strategic leadership as a trusted advisor.

With a degree in Music Performance from Ball State University, Kent spent his early years performing as a jazz saxophonist and married another musician, which led him to his “day job” within the wealth industry as a part-time file clerk with an RIA. His background in creativity and thinking outside the box provided the foundation needed for designing innovative solutions in business process and technology making him perfectly suited for the family office industry.


Hilary Leav
Director, Insights & Research

Hilary Leav is the Director of Insights and Research for FOX. In her role, she oversees FOX’s efforts to effectively use data, analysis, and insights to support members and further industry understanding of the unique needs of family offices.

Hilary brings over ten years of research, evaluation, and analysis experience in leadership positions to her work at FOX. Her most recent work centers on building capacity for data usage and creating and sharing actionable information and insights that can drive strategy development, improve efficiency, and increase shared understanding of complex issues. Additionally, Hilary has extensive international experience and has previously worked in operations, strategy development, process improvement, and grants management in both non-profit and for-profit organizations.

Hilary holds her B.A. from the University of Michigan. She received her M.S. in Measurement and Evaluation from American University in Washington, D.C.


Peter Moustakerski

Peter Moustakerski is CEO of Family Office Exchange (FOX), the premier resource for families managing private enterprises and family wealth across generations. For over 30 years, FOX has been recognized as the industry’s most exclusive, innovative, and influential community for peer networking and learning, and has provided independent insights, expert guidance, and practical solutions to complex problems related to family transitions and family wealth.

Peter has spent more than 25 years as a C-level strategist and executive across a variety of industries, including wealth management, capital markets, and technology. He is a former family office executive and FOX member, management consultant, and entrepreneur. He has served as a strategy, innovation, and growth leader for a number of private and public companies and founded two start-ups in New York City and China.

Prior to joining FOX, Peter served as Chief Operating Officer of the family office of the founder of Bridgewater Associates, where he worked closely with the principal family members to envision and oversee the redesign of the family office strategy and day-to-day operations to better serve the evolving needs of the family. Before that, Peter was a management consultant at Booz Allen Hamilton, advising many of the world’s top C-suite leaders, and a strategy executive at UBS, leading all growth and transformation initiatives for the bank’s wealth management organization.

Most recently, Peter was Chief Strategy Officer of News America Marketing, a former News Corp. subsidiary, where he built and led the Corporate Strategy and M&A function and led the company’s successful carve-out and sale to a private equity sponsor. In addition, for more than 20 years, Peter has been a contributing writer and researcher with The Economist Intelligence Unit (EIU), and has led many qualitative and quantitative research projects, and written a number of influential white papers for the EIU, NBER, and other research institutions and media publications.

Peter holds an MBA from Columbia Business School and a BSc in Computer Science and Engineering from Zhejiang University in China, and is proficient in Mandarin, Russian, and Bulgarian.


Scott Muench
Market Leader, Financial Families

Scott Muench is the market leader for Financial Families at Family Office Exchange (FOX).  In his role, Scott leads all aspects of the Financial Family market at FOX, defined as those families who no longer own an operating company and family office executives serving these families.  In addition, Scott is also responsible for leading, coaching, and managing our Relationship Management team and overseeing the overall member experience.

Scott has over twenty-five years as an institutional and ultra-high net worth investment professional, including working at  SEI Investments as head of the Defined Contribution national market, working with plan sponsors on target-date fund and core investment strategy implementation. This experience working with investment committees and professionals enhanced a strong background in asset allocation, capital markets, and strategic and tactical instruments. Scott also worked at Northern Trust Asset Management as a managing director for the eastern region of the United States, working with large complex corporate institutions and asset owners, including foundations, endowments, pension plans, and ultra-high-net-worth families. Scott's experience at Northern Trust also includes the Global Family and Private Investment Office Group. He led a team of investment relationship managers working with families, family offices, and investment consultants to implement strategies to meet personal financial goals. In addition, Scott managed the team working with 400+ family offices to achieve tax efficiency and superior risk-adjusted returns.

Scott received his Bachelor of Science degree in Finance from Northern Illinois University. He earned his Master's in Business Administration with concentrations in finance and accounting from DePaul's Kellstadt Graduate School of Business.


Miguel López de Silanes Gómez
Market Leader, International

Miguel López de Silanes Gómez is the international market leader at the Family Office Exchange (FOX). He is responsible for delivering FOX services to current members, and actively works to expand the network in Europe and Latin America. His base is in Madrid, but he spends half of his time in Latin America. 

Miguel has most recently been director of the family office for one of Europe’s leading real estate families, with specific responsibility for designing and implementing the family’s investment strategy and for providing owner education to the younger family members.  

Previously, he worked at UBS Wealth Management in New York, Chile, and other locations in Latin America. He began his career at Bain & Company as an Associate Consultant in London and Madrid. He has an M.B.A. from Harvard Business School and a B.A. in Economics from Universidad Pontificia Comillas (ICADE) in Madrid.

Stephanie Simmons 
Senior Relationship Manager 

Stephanie Simmons is a Senior Relationship Manager at Family Office Exchange (FOX). She brings to her role a background in family office operations, having served in a both a dedicated office and virtual family offices. As a senior relationship manager, Stephanie works with financial families to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. 

Before joining FOX, Stephanie worked with family clients at Personal Office Management, a firm focused on providing financial and project management assistance to high net worth families. She also has a background in private equity investing on behalf of institutions and families, including six years with the family office of former U.S. Secretary of the Treasury, William Simon. Earlier in her career, Stephanie worked in corporate finance/mergers and acquisitions for two leading investment banks. In addition to Chicago, Stephanie has lived and worked in New York, London, and Vero Beach. 

Stephanie earned a B.A. in political science from Wheaton College in Norton, MA.  


Jeff Strese  
Family Learning & Leadership Consultant 

Jeff Strese is the Family Learning & Leadership Consultant at Family Office Exchange (FOX). As a consultant, Jeff has focused on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations. He has more than 25 years of experience working across industries in the areas of leadership development, organizational effectiveness, and family dynamics. He holds certifications in family wealth and family business advising (CFWA, CFBA). 

Jeff is passionate about helping family businesses and organizations create clarity out of the complex and inspiring leaders from all backgrounds to develop and master critical skills like coaching, communication and emotional intelligence. He has developed innovative programs to guide next-generation leaders to reach their full potential in a fast-paced, global economy. 

Jeff has served as Chief Talent and Learning Officer (CTLO) at Tolleson Wealth Management, a multi-family office serving client families across the country. Prior to his role at Tolleson, Jeff served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU). 


David Toth
Interim Co-President

David Toth is an Interim Co-President of Membership Family Office Exchange (FOX) and is market leader for FOX’s Wealth Advisor members. In his role, he serves as Co-Chair for Multi-Family Office and Integrated Wealth Advisor Councils. He also Co-Chairs the Strategic Chief Investment Officer Council, a peer group for family office CIOs. 

David serves as relationship manager for select wealth advisors and families providing strategic guidance, access to essential research and offers key insights on issues of importance to them. He has authored, presented, and consulted on topics ranging from client experience and pricing strategies to talent management. 

He is as a member of the FOX leadership team, helping to develop and execute strategies designed to better meet member’s evolving needs. David also participates in the development of new research and thought leadership for FOX members.  

David brings over thirty years of wealth and investment management, marketing, and strategic consulting experience to FOX and its members. He held key leadership positions in the Asset Management Division at PNC Financial formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-high net worth businesses. 

David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School. 


Scott Winget
Enterprise Market Leader

Scott Winget is the Enterprise Market Leader at Family Office Exchange (FOX). In his role, Scott serves as Co-Chair for Enterprise Councils and Executive Councils, where members can share experiences, ideas and best practices with veteran peers in a confidential environment. Scott also serves as relationship manager for Enterprise Family members, in order to understand their unique needs and provide them with access to important research and objective guidance. He is as a member of the FOX leadership team, helping to develop and execute service strategies designed to meet the needs of his market segment, and also participates in new research and thought leadership meaningful to members.

Serving families for over 25 years in the areas or family office, wealth management and estate and tax planning, Scott brings significant experience to FOX and its members. Prior to joining FOX, Scott created and led multi-disciplinary and award-winning consulting groups that provided comprehensive family office services at both Cresset and Ascent Private Capital Management. Earlier, he was a senior wealth planner at Wells Fargo Family Wealth (later, Abbot Downing) and began his career as an income tax and estate planning specialist with Arthur Andersen and EY. Scott has participated in the FOX community for over 15 years.

Scott is a CPA and holds a J.D. from The Ohio State University, where he also earned a B.S. in Business Administration with a dual major in Accounting and Finance. He is a member of the Rocky Mountain Estate Planning Council, Colorado Society of CPAs and the Colorado Bar Association. He has also held several securities and insurance licenses and served on the board of the Mountain Area Land Trust as Treasurer and head of the Finance Committee among other roles with non-profits.