Last updated: 11:55 / Friday, 19 June 2015
Six Key Disciplines

Six New Family Office Exchange Networks Target Key Family Office Challenges

Imagen
Six New Family Office Exchange Networks Target Key Family Office Challenges
  • Family Office Exchange (FOX) announced the introduction of FOX Networks
  • The six disciplines are Technology Operations & Data Security, Human Capital, Private Family Trust Companies (PFTC), and three types of investing—Direct Investing, Strategic CIO, and Endowment Model Investing

Family Office Exchange (FOX), a global membership organization of enterprise families and their key advisors, announced the introduction of FOX Networks, a new way for members to problem solve and gain expertise in six key family office disciplines. The six disciplines areTechnology Operations & Data Security, Human Capital, Private Family Trust Companies (PFTC), and three types of investing—Direct Investing, Strategic CIO, and Endowment Model Investing.

There are three aspects to these networks: leadership from a seasoned, subject matter expert, peer discussion to gain the experience of other members, and high quality research and educational content. These elements are delivered through an online community, in person meetings, and a series of scheduled webinars. Recorded webinars, research, and top industry white papers will be available for each network through the association online Knowledge Center.

“FOX has provided special interest work groups to solve specific problems for decades and now we are formalizing Networks to deepen this problem solving,” said Alexandre Monnier, President of Family Office Exchange. “FOX Networks provide a clear, easy way to reach the ideas and get answers to important topical challenges in family offices.”

The association has recruited a number of distinguished practitioners to run the Networks. Technology Operations and Data Security is headed by Steven Draper, who has served as a technology consultant in the wealth management industry for 25 years. The Human Capital Network is led by Kelley Ahuja, Director of Human Capital, who joined earlier this year from the Lyric Opera of Chicago. The PFTC Network is run by Ruth Easterling, a Managing Director for 16 years. The Direct Investing Network is run by Linda Shepro, Managing Director, who joined from FDX Capital earlier this year. The Strategic CIO Network is headed by David Toth, Director of Advisor Research, who joined from PNC, and the Endowment Model Network is led by Karen Clark, Managing Director, who recently joined FOX from Sandaire, a leading multi-family office in London.

Access to the Networks is included in core membership for current members. Non-members are able to access membership in one Network on an a la carte basis. 

menu
menu