Multi Family Office Roundtable, London

Overview

Wednesday, March 20, 2013 - 3:00pm to 5:30pm

On March 20, Family Office Exchange is drawing together a group of leading Multi Family Offices from across Europe and the Middle East, to discuss industry trends and common challenges such as the development and enhancement of service delivery, profitability, and differentiating your offering from your competitors.

FOX will be presenting highlights of the recently published FOX Multi Family Office Benchmarking study for firms that we work with, which provides keen insights into standards of service delivery, staffing, pricing, and profitability. We will be discussing adapting this study to the European, Middle East, and Australian market in the coming year.

An additional aim for this meeting is to discuss how best to support the MFO Industry in Europe and Middle East through our network and research.

There is no fee to attend this meeting. Please reply to Alex Hayward, Relationship Manager, at ahayward@familyoffice.com if you would like to attend.

Location

London

United Kingdom

Registration

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Agenda
Speakers

10.00am: Arrival and Coffee
10.15am: Presentation: FOX MFO Benchmarking presentation.
11.30am: Supporting Industry Leaders
12.00pm: Further Discussion
12.30pm: Meeting Adjourns

Charlie Grace, Family Office Exchange

Charles B. Grace is a Senior Consultant at FOX. Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. Assignments have included work on advisor selection, education of the next generation, leadership and succession, governance, family office structuring, among others. Charlie is active on the family office and advisor membership and research sides at FOX, including investment focused studies and other initiatives. He has experience facilitating member and client meetings for FOX.

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.