Mindy Earley is an education and family office professional who believes that empowerment and knowledge are key to living a purpose-driven and self-actualized life. She is inspired by helping people learn, grow and discover the way that 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 in support of 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. After spending over a decade working in higher education Mindy is skilled in program creation for the student and young adult population. Her work included developing pioneering programs for learners to engage and thrive in college and through life after college.

Combining her Master’s degree in Education, with a focus on learning development and educational theory, and her undergraduate degree in Hospitality and Tourism Management, with a focus on programming and event planning, Mindy is uniquely trained to create exceptional experiences rooted in sound learning practices. As a Certified Meeting Professional 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.

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).  

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.

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.​