Six New Family Office Exchange Networks Target Key Family Office Challenges

CHICAGO, June 17, 2015 (GLOBE NEWSWIRE) -- 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 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.

There are three aspects to a FOX Network: 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, FOX research, and top industry white papers will be available for each Network through the FOX 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.”

FOX has recruited a number of distinguished practitioners to run the Networks. Technology Operations and Data Security is headed by Steven Draper, FOX Senior Consultant, 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 FOX earlier this year from the Lyric Opera of Chicago. The PFTC Network is run by Ruth Easterling, a FOX Managing Director for 16 years. The Direct Investing Network is run by Linda Shepro, FOX Managing Director, who joined from FDX Capital earlier this year. The Strategic CIO Network is headed by David Toth, FOX Director of Advisor Research, who joined FOX from PNC, and the Endowment Model Network is led by Karen Clark, FOX 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 FOX members. Non-members are able to access membership in one Network on an a la carte basis. Consult the FOX website ( for more information.

About Family Office Exchange

Family Office Exchange (FOX) is the premier global member network for enterprise families and their advisors who are pursuing best practices for managing their family enterprise and growing their family wealth. The community includes over 8,000 family leaders and sophisticated advisors from 460 organizations in 20 countries who utilize FOX’s resources each year for advice, networking, education, and best practices in wealth management.

FOX is headquartered in Chicago with offices in New York, San Diego, Santa Barbara, Sydney, and London. For more information about FOX email us at or visit

Media contact Marvin Pollack 312-327-1200

Source:Family Office Exchange LLC