Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX). Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times, © 2010, Wiley & Sons. For the past 10 years, she has served on the Executive Education faculty of the University of Chicago Booth School of Business for the course on Private Wealth Management offered twice a year in Chicago. She is a member of the World Economic Forum‘s Global Advisory Council on the Future of Investing and a board member for the Private Directors Association.
Ms. Hamilton was recently named one of the Top 50 Women in Wealth Management by PAM and was honored with this award for three years running by Wealth Manager. She serves on the editorial boards of the Journal of Wealth Management and Trusts and Estates magazine.
Ann Dugan has been associated with the Family Office Exchange (FOX) for many years and has served in a number of capacities providing value to FOX members.
For nearly 30 years, Ann served as the founder and Executive Director of the Institute for Entrepreneurial Excellence at the University of Pittsburgh where she also served as the Assistant Dean of the Joseph M. Katz Graduate School of Business. Ann has developed and delivered educational programs customized for the needs of families in business in various transition stages. Ann’s programs, coupled with her dedication to individual member needs through the consulting process, have resulted in family and business success in current as well as future generations.
Christine Galloway retired as president and CEO of Okabena Company in December of 2014 after 21 years of service for one of the nation’s most respected and innovative family offices. While serving as CEO, Christine was responsible for leading the development and execution of the company’s long-range strategic plan. In addition, she was responsible for the delivery of fully integrated financial, tax, investment management, and fiduciary services via businesses that included a Registered Investment Advisor and a South Dakota–based private trust company. Prior to joining Okabena, Chris held management positions at the Harris Bank in Chicago. She is now active as an independent director serving private companies and nonprofit organizations.
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. He has more than 20 years of experience in the family office community advising ultra-wealthy families and has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine. 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.