Thought Leaders Council Summit

Overview

Monday, July 21, 2014 - 5:00pm to Tuesday, July 22, 2014 - 5:00pm

Join us at the University Club for the annual gathering of the FOX Thought Leader Council at our annual Summit. This gathering offers an opportunity for our thought leaders to contribute their strategic thinking to an area of research FOX is conducting.  

Attendance is limited to one attendee per Thought Leader Council firm.

This year's topic will be: The Family Client of the Future: Engagement, Expectations and Experience

 

Recommended for: 
Thought Leaders Council and invited guests

  • Speakers

FOX Facilitators

Amy Hart Clyne, Executive Director, Content

Amy Hart Clyne serves as Executive Director of Family Office Exchange (FOX) where she oversees all of the knowledge activities of the firm. FOX, a knowledge-centered business that supports a global community of wealthy families and their advisors, pursues best practices for optimal management of family wealth and legacy. Through her leadership of FOX’s knowledge acquisition, development and dissemination process, Amy guides the organization’s vision to be the global leader in ultra wealthy owner research and family office best practices. 
 
The FOX Knowledge Center gathers information about the top end of the private wealth management industry, develops and analyzes that information, synthesizes it into actionable insight, and then communicates it via print, live and online channels to the community. Under Amy’s guidance, the Knowledge Center leads knowledge creation focused on wealth owner interests and buying behaviors, including: proprietary research content, surveys and benchmarking studies, “how to” guides for families and advisors, best practices reports, trend analyses papers and the like.  
 
Amy has more than 25 years of extensive experience serving ultra high net worth individuals in private wealth management. She joined 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, Fleet Private Client Services and a leading family foundation. Before consulting, she was the Global Marketing Director of The Chase Manhattan Private Bank. Prior to joining Chase, Amy worked for Bankers Trust Private Bank and Lehman Management Company, a subsidiary of Lehman Bros. Kuhn Loeb, an institutional and ultra high net worth individual investment manager, for 6 years. 
 

Sara Hamilton, CEO and Founder

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 2009, FOX celebrated its 20th 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 a new book called 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.
 
Prior to founding FOX, Ms. Hamilton worked in marketing and strategy at Harris Bank and AT&T Information Systems.  Ms. Hamilton holds a Bachelor of Arts degree from Vanderbilt University and an MBA from the University of North Florida.
 

Alexandre Monnier, President

Alexandre Monnier is President of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership.  He oversees FOX globally and has extensive experience in creating, marketing, and delivering premium services to families of wealth in the wealth management, private aviation and healthcare industries – in the US and internationally. 
 
He joined FOX from PinnacleCare, a leader in private health advisory services, where he led the development of the business in the U.S. and in Europe.  Earlier Alexandre ran Skyjet, Bombardier Aerospace’s private jet charter business.  Previously he spent 10 years as a management consultant serving firms internationally.  He started his career in finance with Societe Generale.
 

Karen Rush, Director of Membership

 
Karen Rush is the Director of Membership for Family Office Exchange (FOX). She is part of the advisor team that works to increase membership and provide member services. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.
 
Prior to joining FOX in 2005, Ms. Rush spent 10 years at a large, multi-generational family office as the communications coordinator. She worked directly with the family office and family members to develop a family meeting process and younger generation education program.