Family Office Exchange Establishes a CEO Advisory Board to Help Shape Strategy for the Future

Chicago, September 10, 2018 – Family Office Exchange (FOX) has formed a CEO Advisory Board to provide strategic counsel on its business opportunities, focusing on new growth strategies, member experiences, leadership succession, and defining the vision for the future to encompass the evolving needs of families and how they build their enterprises.

“We are tapping innovative and thoughtful advisors to help us evolve in a rapidly changing environment,” says Founder and CEO, Sara Hamilton who is credited with professionalizing the family office industry. “Families are facing many challenges as they begin to adopt an Enterprise mindset, and this can include concerns around family unity, monitoring and managing new opportunities and risk, leadership transitions, and enterprise governance. Insights from the CEO Advisory Board will support the FOX core aspiration of maintaining our premier leadership role in advising globally-minded enterprise families.”

CEO Advisory Board appointments recognize leading experts who will provide advice and insights to Founder Sara Hamilton, President Alexandre Monnier, and the leadership team at FOX:

  • Barbara Goodstein brings experience in driving long-term corporate value for both start-up and high-growth businesses in the tech and financial services segments. Barbara’s operational experience includes the following roles: President and CEO at Tiger21, Chief Marketing Officer at Vonage, Chief Marketing Officer at AXA Equitable, Senior Vice President at JP Morgan Chase, and President and CEO at
  • 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 development of consumer retail and information services businesses. Prior to founding Heritage, Nate worked in private equity, investment banking, and sales and trading across several institutions including Goldman Sachs, UBS, and as a co-founder of FDX Capital, a direct-investment platform built for FOX family offices.
  • Stephen Martiros is founder and CEO of Financial Building Blocks® a cloud-based financial education software platform, and Chair of the Babson Institute for Family Entrepreneurship. He previously served as Managing Partner of CCC Alliance, a Boston-based network of single-family offices; and is the founder of Summitas, a software company that provides family offices and investment advisors with a secure portal for collaboration.
  • Carl Robinson, Ph.D. is a Founding Partner of Vantage Leadership Consulting and served as the Managing Partner for eighteen years. Vantage Leadership, based in Chicago, specializes in executive assessment and development. Carl is a clinical psychologist who has spent most of his career assisting businesses in the management of change and in developing strategies for succession planning and leadership continuity.