Overview
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.
Attendance is included with membership, but advance registration is required.
Location
Brown AdvisoryRegistration
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
- Speakers
- FOX Facilitators
| 11:30 am | Network/Welcome |
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12:00 pm |
Lunch and Presentations/Q&A |
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Designing Your Philanthropic Strategy: Susan Colpitts, founder Signature Family Wealth Advisors, will discuss the benefits of creating a philanthropic strategy. She will explain and introduce tools useful to defining your strategy while also suggesting a process for evaluating its success. Susan will also discuss tools to consider to refine and revise the strategy over time. |
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| 1:00 pm | Peer Dialogue |
| 1:30 pm | Adjourn |
Andrea Ayres
Director, New Business Development and Communications, Signature Family Wealth Advisors
Andrea is responsible for all manner of engagement with Signature with clients, prospects and professional partners. She oversees marketing, communications, and business development and assists the CEO on special projects. Andrea’s experience includes corporate finance and high yield analysis positions at The Bank of New York and GE Capital.
Susan R. Colpitts
Chief of Client Experience, Signature Family Wealth Advisors
Susan R. Colpitts leads the Client Services Team as the Chief of Client Experience at Signature Family Wealth Advisors. She is particularly interested in working with clients to create meaningful philanthropic strategies that match their passions and financial resources with appropriate planning structures. She is actively involved in her community, engaging in volunteer activities which currently include being a Director of the Hampton Roads Community Foundation and the Vice-Chair of Virginia Humanities.
Sandra Ditore
Regional Director, Membership, East
Sandra Ditore is regional director of membership for the East Region at Family Office Exchange (FOX). In her role, Ms. Ditore is responsible for identifying prospective family and advisor members, assessing their needs and priorities, and ensuring they have a deep understanding of the benefits of FOX membership. In addition to new member acquisitions, Sandra is responsible for identifying and securing sponsorship for FOX forums and educational workshops. She is based in the New York City office.
Sandra has more than 25 years of experience in sales and marketing. Before joining FOX in 2002, Sandra was a senior account manager for a Chicago-based healthcare communications firm, where she developed marketing strategies for global pharmaceutical brands. Prior to this, she held research and marketing positions at several Wall Street investment banking firms, including Drexel Burnham Lambert, Dean Witter Reynolds, and Dillon Read & Co.
She is a member of Alliance of Mergers & Acquisition Advisors (AM&AA) and Family Firm Institute (FFI).
Patience Marmer
Senior Relationship Manager
Patience Y. Marmer is a senior relationship manager with Family Office Exchange (FOX). She works with family and advisor members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX.
Patience has been serving as a trusted advisor to ultra-wealthy individuals and family office clients for nearly twenty years. In addition to her deep knowledge as a family office generalist, she brings expertise in the areas of insurance risk management, global fine art collection management and loss prevention, multi-estate luxury service operations including farm and ranch.
Patience presently serves on the Board of Trustees for the Private Risk Managers Association. She has traveled to and worked in many of the 42 countries in which she has visited. She studied fine art and history at the University of Illinois and The Art Institute of Chicago and proudly served for three years on the world’s largest non-governmental hospital ship, the M/V Anastasis.