Family Leadership Succession: Developing a Roadmap for Successful Leadership Transition

Sara Hamilton, Founder & CEO

A recognized visionary in the private wealth community, Sara provides strategic direction for FOX and leads the development of programs and services supporting wealthy individuals, family office executives, and wealth advisory firms globally. For the past three years, she has been named as one of the "Top 50 Women in Wealth Management" by Wealth Manager. Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times and serves on the executive education faculty of the University of Chicago Booth School of Business for the "Private Wealth Management" course offered twice a year in Chicago.

Karen D. Neal, FOX Managing Director, Consulting

Karen works with family groups and wealth advisors to bring processes and solutions to the challenges of preserving family wealth, including refining of business strategy to address transitions and changing needs of the family and firm. Her work with families has included development of family enterprise strategy, operational assessment of the family office, selection of wealth advisors, and wealth management industry education. She is a frequent speaker on the topic of family office best practices.

Margaret Vaughan Robinson, Senior Consultant

Ms. Robinson is founder and president of MCV Consulting, a Houston-based consultancy specializing in corporate strategy formation, leadership development and family legacy and leadership planning. A highly accomplished architect and facilitator of group planning processes with over 15 years of international experience in her field, Robinson is a trusted advisor to a sophisticated client base of CEOs, boards of directors, senior leaders and wealth owners. Prior to forming MCV Consulting in 2002, Robinson served as a principal at Generon Consulting (now Reos Partners and Generon International), in Boston. She is a founding member of Headwaters Leadership Group, a national consortium of independent organizational development consultants, and a senior consultant with Family Office Exchange (FOX), a global consultancy serving private wealth owners and their advisors. 

Arne Boudewyn, Abbot Downing 

Arne Boudewyn serves on the Family Dynamics team as Managing Director of Family Education and Governance for Abbot Downing.  In this role, he consults with clients on strategies for addressing the complex personal, familial and financial dilemmas that can accompany significant wealth and that often determine its impact on current and future generations.  His work includes helping clients to integrate core values into wealth planning and decision making, translate vision and mission statements into actionable solutions, implement successful family communication strategies and establish effective family governance structures. 

Susan Rounds, Abbot Downing