Family Office Exchange Expands West Coast Presence

CHICAGO, June 25, 2015 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), a global membership organization of enterprise families and their key advisors, today announced the addition of two senior staff members in California to support a growing West Coast membership. Karen Clark will be based in Santa Barbara as Managing Director of Councils, and Linda Shepro will be based in San Diego as Managing Director of Networks.

Karen joins FOX from Sandaire in London. With over 25 years experience advising families of wealth, she will be responsible for running several new FOX Peer Councils, which are the fastest growing part of the FOX service offering. Karen joins Mariann Mihailidis and four other FOX senior managers who run the 13 FOX Peer Councils. FOX Councils bring together closely matched groups of peers for personal professional development and collaborative focus on solving challenges they face in working with their families and their family offices.

Linda joins FOX from FDX Capital with a rich background in the financial and investing side of family offices. She will oversee the rollout of the six new FOX Networks, which bring the resources of FOX to bear on the critical tasks of running a family office. Currently offered Networks include Technology Operations and Data Security, Human Capital, Private Family Trust Companies, and three Investment Networks: Direct Investing, Strategic CIO, and Endowment Model Investors.

“We thought it was important to locate these new hires on the West Coast because so many of our new members are coming from that region,” said Alexandre Monnier, President of Family Office Exchange. “The addition of these senior staff positions makes it possible for us to expand our successful Councils and to introduce FOX Networks. Our members are finding it highly valuable to enlist their peers in addressing complex issues in the setting of their trusted Council group.”

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