Family Leadership Succession Workshop: 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 Neal, 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. 

Amy Zehnder, Ascent Private Capital Management 

As the Wealth Dynamics Coach, Amy Zehnder applies her strong background in organizational psychology, executive coaching and leadership development to help clients create family continuity and lasting legacies. Through proven exercises and techniques, Amy helps families work toward making a positive impact with their wealth. Specifically, she works with families to articulate and follow their vision and values, communicate and work together more effectively, and develop the next generation of leaders.  Amy has a Ph.D. in Industrial and Organizational Psychology from Alliant International University and is a Professional Certified Executive Coach.