Wealth Advisor Council - Australia - February 27

Overview

Friday, February 27, 2015 - 8:30am to 4:30pm

The purpose of this Council is to prepare wealth advisory firms for profitable growth by providing peer insights, investigate the drivers of success for integrated wealth advisors globally, and clearly articulate the needs of the ultra-high-net-worth target audience.

Recommended for:

FOX Wealth Advisor Council members and invited guests.

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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.

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.

Alexandre is a graduate of ESCP Europe, one of Europe’s leading business schools. He has been a member of Young Presidents’ Organization since 2005.