Overview
Wednesday, March 25, 2015 - 8:30am to Thursday, March 26, 2015 - 1:15pm
This private peer group of multigenerational families will meet.
If you have questions, please contact Alexander Hayward
Recommended for:
Family Office Council Member, Family Office Member & Family Office Subscriber
Registration
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- Speakers
Charles B. Grace, III, Managing Director
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 experience in the family office community advising high-net-worth 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.
Sara S. Hamilton, Founder and CEO
Sara Hamilton is the founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing family wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of over 330 globally-minded family enterprises based in 23 countries.
Since 1989, FOX has made solutions accessible to financial families by fostering dialogue among wealth owners, family office executives and wealth advisors. In 2014, FOX celebrates its 25th anniversary of service, and remains true to its founding mission of objectivity in wealth management, member education and shared knowledge across a sophisticated, global network of families and leading wealth advisors.
Ms. Hamilton is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times, © 2010, Wiley & Sons. She serves 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.
In 2009, 2010 & 2011, Ms. Hamilton was named as one of the “Top 50 Women in Wealth Management” by Wealth Manager. She serves on the editorial boards of the Journal of Wealth Management and Trusts and Estates as well as a Founding Board Member of the Chicago Global Donors Network.
Amy Hart Clyne, Executive Director, FOX Knowledge Center
Amy Hart Clyne is Managing Director of the Family Office Exchange (FOX) Market and Content Development team where she works on delivering market-centric solutions to both Family and Advisor Members of the firm. She is an executive with extensive experience in private wealth management serving ultra high net worth individuals. A strategic and tactical professional, Amy is skilled in developing strategy, marketing and communications programs to both members of senior management teams and as an advisor to industry leaders in private wealth management. Specific areas of expertise include strategic planning, client management and advisory, strategic marketing and research planning, internal sales and training meetings, client events and seminars, relationship management, and new product launch.
Amy provides over 25 years of experience in the ultra high net worth marketplace. She rejoined Family Office Exchange in 2012 after working as a consultant to some of the country’s leading private wealth management firms such as Silver Bridge Associates, Atlantic Trust and private family foundations over the last dozen years. She was the Marketing Director of The Chase Manhattan Private Bank serving the United States and Latin America for 7 years. Prior to joining Chase, Amy worked in Marketing and Training at Bankers Trust Private Bank and served as a Portfolio Manager for Lehman Management Company, a subsidiary of Lehman Bros. Kuhn Loeb, for 6 years. Amy is characterized as a disciplined, results-oriented and highly collaborative leader with well-developed client and market assessment capabilities.