Cassie Atteberry
Principal / Founder, Talent Outside the Lines

Cassie Atteberry is an HR leader with over 25 years of experience 
making the people stuff easier. 

Cassie spent over 21 years in HR at Hallmarks Cards, Inc. where she specialized in helping executives get the right teams, org structures, cultures, processes, and people in place for the business to succeed. As a member of the HR executive team, she influenced strategy, policy, and the employee experience; she 
was known as a champion for DEI and was sought out as a trusted coach. She was dedicated HR support for the family office established by Hallmark’s founders, which ushered her in to the family office industry. 

Cassie founded her own consultancy in 2020, Talent Outside the Lines, focused solely on the family office industry. Her services include strategic HR consulting and organizational planning, coaching, building culture, and team and talent development. She is certified in both MBTITM and HoganTM assessment tools.

Cassie holds a master’s degree in human resources from the University of Minnesota, and a bachelor’s degree in communications from the College of St. Catherine. She is known as high-energy, an agile learner, a thoughtful strategic partner, trusted confidante, and not taking herself too seriously. She 
enjoys time with her family and recently moved to the Boise, Idaho area to be near her parents.
 

John Coyle
Design Thinking Expert, Olympic Medalist, and Emmy Award Winner

John K. Coyle is one of the world's leading experts in "Design Thinking” and Innovation, and a highly sought-after speaker. John's presentations are always an audience favorite because he combines the exhilarating stories of a champion athlete with the data and intellect of a professor and best-selling author. 

John is the founder of Speaking Design Thinking, and a graduate of Stanford University with a degree in Engineering - Product Design (Design Thinking) and Northwestern’s Kellogg Graduate School with an MBA in organizational behavior, marketing and entrepreneurship. A former head of innovation for a Fortune 500 wireless telecom, John has also been the SVP of innovation for a leading strategy consultancy. John is a world class athlete in two sports (cycling and speedskating) and an Olympic silver medalist. In his role as an NBC Olympic Sports analyst, he won an Emmy for production of a film feature. He is a guest lecturer on Innovation at several leading universities (Kellogg, Marquette, CEDIM). John is a five-time TEDx speaker, and an award-winning author of two books, including the best seller: Design For Strengths: Applying Design Thinking to Individual and Team Strengths. John is also a thought leader in the field of “chronoception” - the neuroscience and psychology of how humans process time. 

As a speaker and writer, John’s special talent is weaving facts, examples and business principles into engaging, accessible stories which bring his topics and frameworks to life. People leave John's programs inspired and empowered to make significant, positive changes in their business and personal lives. 
 

Barbara Grayson
Partner and Midwest Chair, Private Wealth Group, Willkie Farr & Gallagher LLP

Barbara Grayson is a partner and Midwest Chair of Willkie's Private Wealth Group. She represents high-net-worth individuals and families, family owned businesses, family offices and charitable organizations on a wide range of legal issues related to family owned businesses, private equity investments, proprietary funds, private trust companies, charitable organizations, multigenerational wealth, governance and succession issues, and fiduciary responsibilities. She has extensive estate planning experience, including structuring solutions for transferring wealth to younger generations and succession planning for complex family situations.

Chambers High Net Worth consistently recognizes Barbara in the Band 1 category among Private Wealth practitioners in Illinois and among the Central Region in the United States. Barbara is a fellow if the American College of Trusts and Estates Counsel (ACTEC) and a member of the Chicago Estate Planning Council. She is a member of the Economic Club of Chicago and serves on the Board of Trustees for Brookfield Zoo Chicago, the Goodman Theater Spotlight Advisory Council, the Lyric Opera of Chicago Planned Giving Advisory Council, and the Women in Law Empowerment Forum National Advisory Board. Barbara is also a member of the Fiduciary Professions Committee of the editorial board of Wealth Management's "Trust & Estates" magazine.
 

Kim Kamin
Partner, Chief Wealth Strategist, Gresham Partners LLC

Kim Kamin is a partner and the Chief Wealth Strategist at Gresham Partners LLC, an independent wealth management firm currently serving about 120 families nationally as a multi-family office. At Gresham, Kim leads the development and implementation of estate, wealth transfer, philanthropic, educational, and fiduciary planning activities. Previously she was a partner at what is now ArentFox Schiff.

Kim is an adjunct professor at the Northwestern University Law School and on faculty for the University of Chicago Business School Executive Education. She is on the UHNW Families & Family Offices Committee of the Trusts & Estates Magazine Editorial Advisory Board, has published on a wide variety of topics and is also a frequent lecturer in a variety of venues across the country. She is co-executive editor and co-author for the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families (4th Ed. forthcoming 2024), and has been a contributing author in books, including the recent Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors.

Kim is an ACTEC Regent, Past President of the Chicago Estate Planning Council, Planning Chair for ALI-CLE Large Estates, and Estate Planning & Legal Issues Domain Chair for the UHNW Institute.  She serves on the Founders' Committee for The University of Chicago Center of Law and Finance and on advisory boards for multiple local philanthropic organizations.

Kim received her B.A., with distinction and departmental honors in Psychology, from Stanford University and her J.D. from The University of Chicago Law School. She is an AEP^® (Distinguished) and a 21/64 Certified Advisor.
 

Kim Llumiquinga
Senior Wealth Strategist, TFO Family Office Partners

Kim Llumiquinga is a seasoned Senior Wealth Strategist at TFO Family Office Partners (TFO), a multi-family office firm headquartered in Phoenix, Arizona. With over two decades of experience, Kim has dedicated her career to serving high net worth individuals and families. She leads the Family Education, Family Governance, and Philanthropic Consulting Service lines. During her tenure at TFO, Kim also earned her Chartered Advisor in Philanthropy (CAP) designation, further enriching her proficiency.

Kim’s journey began when she graduated from Rutgers University with a B.A. in Economics. Initially uncertain about her career path, she seized an opportunity at Arthur Andersen in Phoenix, Arizona, joining the Tax Compliance Services Group. However, she soon realized that interpreting the IRS Code and preparing tax returns wasn’t her forte. Determined to broaden her skill set, she transitioned to the Private Client Services Group, delving into financial and estate planning while gaining exposure to investment advisory services. After her tenure with Arthur Andersen, she contributed her expertise to Inlign Wealth Management which was acquired by GenSpring Family Offices.

During this time, the world of wealth management began to evolve, so did Kim’s career. Beyond investment performance and wealth accumulation, advisors began to embrace a broader perspective. Wealth had a purpose beyond numbers—instead the importance began to be placed on family shared values and legacy. Kim’s empathetic nature and ability to connect with people made her an ideal fit for the qualitative side of wealth management.

Kim thrives on collaborating with client families, infusing greater meaning into their wealth by being purposeful and intentional. Whether strengthening family connections, educating rising generation members, or assisting them in maximizing social impact, she relishes the challenges. Her greatest satisfaction comes from witnessing client families engage, collaborate, and work toward shared objectives.

Outside of professional endeavors, Kim relishes an active and healthy lifestyle. She spends her time diving into true crime mysteries, hosting gatherings with friends, and cherishing precious moments with her family, particularly those heartwarming mother-son interactions. Additionally, she harbors a deep affection for all things Disney. Furthermore, Kim actively contributes to The Phoenix Theatre Company as a member of the Board of Directors and the Executive Committee, immersing herself in the vibrant and imaginative world of live theater. (929-2024-04)
 

Amjed Saffarini
CEO, Trove

As Trove’s Chief Executive Officer, Amjed guides the organization from both a growth and customer-centric perspective, building a nationally recognized, award-winning family office that focuses on exceptional outcomes and outstanding client service. As a board member and CEO, he leads a team of experts who serve as trusted advisors for our families and are helping to build, manage, and grow the company. Amjed’s focus is to deliver a flawless and highly valued experience for our clients by ensuring excellence across all aspects of the company, including family office services, lifestyle management, business advisory, and tax services. By bringing new ideas, processes, and technologies to industries such as education, cybersecurity training, and now family office, Amjed has built a career transforming organizations and delivering successful outcomes. With experience leading growth teams, companies, and serving on multiple boards, he knows the value of communication, coaching, and mentoring to deliver purposeful and successful companies. Amjed earned a Bachelor of Science in Cell Biology and Neuroscience from Rutgers University. He is a Board Leadership Fellow at the National Association of Corporate Directors.
 

Carol Schleif, CFA, FSA
Chief Investment Officer, BMO Family Office

Carol Schleif is the Chief Investment Officer of BMO Family Office, the group within BMO dedicated to serving ultra-affluent clients. She is an experienced investment leader with 40 years in research, strategy, portfolio management, business development and investment team leadership.  She is active in non-profit board and committee work, as well as an engaged mentor in a variety of internal and external venues.  Carol is a sought-after speaker and thought leader with frequent contributions to Bloomberg, CNBC, Reuters, WSJ, Barron’s and other financial media outlets.
 

Farrah H. Whitworth
Chief Operating Officer, Globe Trust Company, LLC

Farrah joined Globe Corporation and the Getz family office in January, 2003 after the tragic death of Arthur Andersen, LLP. She started as a tax compliance associate, but as the family’s needs evolved, they graciously allowed her role to do the same. Farrah currently serves as the Senior Vice President, Tax Operations of Globe Corporation, and the Chief Operating Officer of Globe Trust Company, LLC, and trusted advisor and mentor to the younger generation of the family.

Farrah is a Certified Public Accountant. She holds a Bachelor of Science in Business Administration from the University of Arizona, Master of Taxation and Master of Arts in Communication (2024) from Arizona State University.  She is currently considering a degree from Northern Arizona University, just to brag she has one from all three state schools.

While Farrah is extremely proud of her career and all that she has accomplished at Globe Corporation, she is most proud of her title of Mom to an amazing young man. An Eagle Scout who loves the family pugs, he’s studying Accounting and Finance at WP Carey School of Business at Arizona State University. Rumor has it he’s being recruited as her successor at Globe.
 

Jennifer Wines
Author of Invisible Wealth

Jennifer worked at some of the top private wealth management institutions in the world, namely Goldman Sachs, JPMorgan, and Fidelity. She holds a Juris Doctor from Suffolk University Law School in Boston and a Certified Private Wealth Advisor designation from Booth Business School in Chicago. While at Fidelity, she developed a proof of concept and prototype for an enterprise solution, which was advanced into incubation.

Her strong background with words and numbers, paired with her entrepreneurial spirit, make her a trusted voice on the topic of redefining wealth.

Recently named one of the Top 100 Women of the Future, Jennifer founded Invisible Wealth, which helps individuals and organizations navigate the changing landscape of wealth. She is also an international speaker. 

Invisible Wealth, the book, available through all major retailers. Publisher: Wiley.

“Vision is the art of seeing what is invisible to others.” – Jonathan Swift
 

Alex Wissner-Gross
Founder and CEO, Reified 

Dr. Alexander D. Wissner-Gross is an award-winning computer scientist, entrepreneur, advisor, and investor. He is the Founder and CEO of Reified, an AI-focused startup advisory and investment firm, and has incubated and participated in more than 33 technology companies. He has taught at Harvard and MIT, received 128 major distinctions, authored 23 publications, and been granted 26 issued, pending, and provisional patents. In 1998 and 1999, respectively, he won the USA Computer Olympiad and the Intel Science Talent Search. In 2003, he became the last person in MIT history to earn a triple major, with bachelor's degrees in Physics, Electrical Science and Engineering, and Mathematics, and graduated first in his class from the MIT School of Engineering with a Marshall Scholarship. In 2007, he completed his Ph.D. in Physics at Harvard, where his research on neuromorphic computing, machine learning, and programmable matter was awarded the Hertz Foundation's Doctoral Thesis Prize. A thought leader in artificial intelligence and cyber-physical systems, he is a contributing author of the New York Times Science Bestseller, “This Idea Must Die,” and the Amazon #1 New Release, “What to Think About Machines That Think.” A popular TED speaker, his talks have been viewed more than 2 million times and translated into 27 languages. His work has been featured in more than 200 press outlets worldwide, including The Wall Street Journal, BusinessWeek, CNN, USA Today, and Wired.
 

FOX Presenters

Mindy Kalinowski Earley
Chief Learning Officer, FOX 

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.
 

Sara Hamilton
Founder and Board Chair, FOX

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.
 

Kent Lawson
Chief Technology Officer, FOX

Kent Lawson is the Chief Technology Officer 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. ​
 

Peter Moustakerski
CEO, FOX

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
Managing Director, Core Membership, FOX

Scott Muench is the Managing Director of Core Membership 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. 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.
 

Jeff Strese  
Family Learning & Leadership Consultant, FOX

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
President, Membership, FOX

David Toth is the President of Membership at 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.