Family Office Exchange

Transcription

1 Sara Hamilton, Founder and CEO Family Office Exchange Sara Hamilton is the founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing family wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of over 330 globally minded family enterprises based in 23 countries. Ms. Hamilton is the co-author of a new book called Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times (2010, Wiley & Sons). She is a member of the Executive Education faculty of the University of Chicago, Booth School of Business where she teaches a course on private wealth management. Dr. Lee Hausner, Ph.D. First Foundation Advisors Dr. Hausner, an internationally recognized clinical psychologist and business consultant, provides family consulting services. Her services include assisting families in learning effective communication and conflict resolution skills, facilitating family retreats, resolving generational issues, and increasing each family member's one-to-one personal effectiveness. Her facilitation skills and tools provide families the opportunity to support and successfully create long term financial and personal goals.

2 Wally Head Gresham Partners Wally Head leads Gresham s strategic initiatives to grow the business and raise the firm s national visibility, and he serves as a senior advisor to families and their related entities. Mr. Head draws on over 30 years of experience serving as a senior executive in trust, investment, wealth management, and family office advisory firms, and as a personal fiduciary advisor to wealthy individuals and families. As the founder of Personal Fiduciary Advisors, LLC ( PFA ), now a subsidiary of Gresham, Wally provided unconflicted consulting services to banks, family offices, RIAs, and wealthy families. Kim Kamin Schiff Hardin, LLP Kim Kamin's practice involves virtually all aspects of trust and estate planning, trust and estate administration, related dispute resolution, and not-for-profits. Ms. Kamin has extensive experience in advising individuals, families, and closely held businesses in wealth preservation, asset protection, and succession planning issues. She represents fiduciaries, beneficiaries, and custodians in estate administration and contested trust and estate matters. Kim also provides counsel for the formation and operation of nonprofit entities, both private foundations and public charities.

3 Paul S. Lee Bernstein Global Wealth Management Paul S. Lee is a National Managing Director of Bernstein Global Wealth Management, a position he assumed in 2006; he is also a member of the firm s Wealth Management Group, which he rejoined in Previously, he had been a managing director in the London and New York offices. Prior to joining the firm in 2000 as a Wealth Management Group director, he was a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP. Mr. Lee received a BA, cum laude, in English and a BA in chemistry from Cornell University, and a JD, with honors, from Emory University School of Law, where he was notes and comments editor of the Emory Law Journal; he also received an LLM in taxation from Emory University. John McCall AIG US Financial Lines John McCall is a Regional Underwriting Manager within the Financial Institutions Division of AIG US Financial Lines. He oversees the underwriting of management, professional, employment practices, fiduciary, cyber, and fidelity products in the U.S. for all asset managers, including Family Offices.

4 Mariann Mihailidis, Managing Director, Councils Family Office Exchange Ms. Mihailidis oversees the FOX member councils, which are private networks of close peers working together to advance their professional development and to solve the unique challenges they face in their management of private wealth. She has extensive experience in the accounting and legal fields. As a practicing tax and estate planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures. William I. Sanderson McGuireWoods LLP Mr. Sanderson is part of McGuireWoods LLP s Fiduciary Advisory Services and Private Wealth Services groups. He represents both high-net-worth individuals and families on a variety of sensitive and complex estate and business planning matters. His practice focuses on the areas of estate planning and estate and trust administration.

5 Andrew Schulz, National Director of Community and Legal Relations Mr. Schulz is responsible for developing, implementing, and overseeing the resources, relationships, and dynamics of the community of grantmakers, philanthropists, advisors, attorneys, and others aligned around private foundations across the country. He is also responsible for expanding s presence within the legal community by cultivating partnership and referral relationships with practicing attorneys throughout the U.S. In addition, he focuses on advancing s voice within policy, legislative, and regulatory circles, actively representing the company s broad base of more than 1,100 private foundation clients. Page Snow, Chief Philanthropic and Marketing Officer Page Snow is Chief Philanthropic Officer at, where she directs and manages the philanthropic education, content, and advisory assistance provided to the company s more than 1,100 private foundation clients through its team of Philanthropic Advisors. The team provides guidance to donors and families on all aspects of their giving enterprise: setting a strategic direction, managing operations, developing programs, and planning for succession. In addition, Ms. Snow directs s marketing efforts, generating awareness of the company s comprehensive services for private foundations.

6 Maria Treglia Program Brokerage Corporation Maria Treglia, Senior Vice President, Program Brokerage Corporation (PBC), a wholesale unit of Hub International Limited, has been working in the insurance industry for over 20 years, holding various positions as both an underwriter and on the brokerage side. An employee of PBC since 2003, Maria was hired to create and lead a newly created division through PBC that has grown into one of the firm s most successful practices under her leadership.