Last updated: 07:34 / Tuesday, 20 December 2016
Kristi Kuechler to Lead

Family Office Exchange launches the FOX Private Investor Center

Family Office Exchange launches the FOX Private Investor Center

Family Office Exchange (FOX) announced the launch of the FOX Private Investor Center. Kristi Kuechler, former President of the Institute for Private Investors (IPI), was named President of the new FOX Private Investor Center. She will be based in San Francisco where she will open and run a new FOX office.

“Over the last few years, FOX has expanded its programs for private investors to include two annual FOX Global Investment Forums, two member Investment Networks and two Peer Councils. This is in addition to our long-running annual FOX Global Investment Survey,” said Sara Hamilton, Founder and CEO of FOX. “With this level of activity, it made sense to organize the programs into a Center and bring in an experienced leader who can develop it to its fullest potential.”

Kristi Kuechler joins FOX after five years as Partner and Managing Director of Lattice Strategies, an investment firm based in San Francisco. Prior to her work at Lattice, Ms. Kuechler served as President of the Institute for Private Investors, where she was responsible for content and curriculum development and oversaw all issues relating to IPI membership.

“As FOX continues its focus on serving ultra-wealthy families around the world, we are excited to enhance our delivery of world-class networking and investment education to support self-directed investors and family offices in their investment decisions,” said Alexandre Monnier, President of Family Office Exchange. “Kristi is a proven, respected leader in this market who is perfectly suited to oversee this initiative.”

Kuechler will report to Sara Hamilton, Founder and CEO, and Alexandre Monnier, President of FOX.

“I am delighted to join the team at Family Office Exchange and extend their three decades of work serving affluent families,” said Kristi Kuechler. “I look forward to leading this new initiative in support of active investors, built upon the industry-leading resources of Family Office Exchange.”

The offerings from the new FOX Private Investor Center include:

The Spring and Autumn FOX Global Investment Forums, where members meet to network with their peers and hear from industry experts in a non-commercial setting; The FOX Private Investor Council for family principals responsible for their family's investing; The by-invitation-only FOX Strategic CIO Council, comprised of family office CEOs and CIOs; The annual FOX Global Investment Survey, The FOX Direct Investor Network; The FOX Investment Strategy Network.