The FOX Family Office Design Workshop will cover basic principles of a well-run family office and provide tools and techniques to professionalize the office. Come and learn the basics or get a refresher on how to improve operations and take your office, or the one you are planning, to the next level. With nearly 30 years of collective intelligence, FOX will share best practices regarding what steps to take, when to take them, and how to avoid costly mistakes and setbacks.
The workshop includes FOX proprietary concepts, practical solutions, and incorporates new data from our recent family office benchmarking survey. The program will be interactive, including presentations, case studies, discussion, and networking with your peers to share experiences.
WHAT TO EXPECT
- Understand the critical dimensions of a family office
- Review the range of services that can be provided by a family office
- Explore the talent and team structure needed to run an office
- Gain insights into operational challenges and technology solutions
- Learn about the cost and complexity of the office and total wealth management
- Identify methods for oversight of the family office and measuring performance of the office
WHO SHOULD ATTEND
Ideal for new family office executives, family members considering starting a family office, or individuals looking to improve operations of an early-stage family office.
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|Wednesday, September 9||Thursday, September 10|
Overview and Services
Cocktail Reception and Dinner
REFUND POLICY: For event registrations, refunds of payments will be offered if the cancellation is made in writing to Family Office Exchange at firstname.lastname@example.org five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.
Upon completion of this program, participants will gain an understanding of the steps required, and mistakes to avoid, when developing an effective family office. Additional program objectives include: insights regarding oversight of the family office, services scope and delivery, costs of the family office, talent and team structure, technology and data security, performance metrics and best practices, and family office planning steps.
Day 1 - Wednesday, September 9, 2020
|4:30 pm||Meeting Adjourns|
|6:00 pm||Cocktails and Dinner|
|Day 2 - Thursday, September 10, 2020|
Measures of Success in the Family Office and Best Practices
With an exploration of best practices, this interactive session is designed to clarify your next steps in the family office design process and explore ways to help you measure success.
|3:00 pm||Meeting Adjourns|
Charles B. Grace, III
Managing Director, Family Office Exchange
Charles B. Grace, III is a Managing Director at Family Office Exchange (FOX) and based in New York City. He works primarily on Advisory Group projects at FOX for multi-generational families and family offices covering all aspects of wealth management. Assignments have included strategic planning, generational transitions, family office design and assessment, governance, operations and processes, development of investment programs, advisor due diligence, and best practices. Charlie is also active at FOX with family office and wealth advisor members as well as the firm’s thought leadership and original research. Charlie has been active for 20 years in the family office community advising high net worth families and serving as a resource to family offices. He graduated with a J.D. from the Washington College of Law. Charlie received a B.A. and M.A. in history from Bates College and the American University, respectively.
Gaby Griffin is the Market Leader for Business Owners and Family Office Executives at 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. Gaby serves as a member of the FOX leadership team, and brings 25 years of wealth management, corporate banking, investment, and strategic advisory experience to FOX and its members. Gaby recently joined FOX from Capital Group, and previously held leadership positions at LaSalle Bank NA and Abbot Downing. Gaby earned a B.A. in Political Science from the University of Wisconsin at Madison and obtained a Certified Private Wealth Advisor (CPWA®) designation at the University of Chicago Booth School of Business in 2013.
Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX). Sara is a recognized visionary and credited with professionalizing the family office industry. Sara founded FOX in 1989 as a peer network for family office executives. Within 10 years, FOX could see that families needed
help with their enterprise vision, managing financial transitions, and educating family members on responsible ownership. Today, Sara provides strategic direction for FOX and leads the development of new programs and services supporting family enterprises, family office executives, and wealth advisory firms in more than 20 countries. FOX has built a unique team of professionals serving multigenerational families, led by 15 technical experts who are supported by a dedicated team of 30 additional employees based in Chicago, New York, and Madrid.
Glen Johnson is Chief Operating Officer at Family Office Exchange (FOX). In this role, he is responsible for all aspects of the member experience, ensuring that each family member, family office executive, and trusted advisor has an unsurpassed experience partnering with FOX by providing unique industry knowledge and insights coupled with a safe and confidential environment where members can share best practices. Glen has over 30 years of experience working with family offices, business owners, and executives, first as an attorney and then as a wealth advisor, eventually founding Mirador Family Wealth Advisors – the multi-family office for Fifth Third Bank. Glen earned a Bachelor of Sciences degree in Education from the University of Michigan in Ann Arbor, MI and a Juris Doctorate degree from Wayne State University Law School in Detroit, MI.