Fri, April 20, 2018
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 the family enterprise and the family’s wealth across generations. Since 1989, FOX has made financial solutions accessible to business-owning families by fostering dialogue among wealth owners and wealth advisors. In 2014, FOX celebrated its 25th anniversary of service, and remains true to its founding mission of objectivity in wealth management, member education and shared knowledge across a sophisticated, global network of families and leading wealth advisors.
Family Office Exchange is a 28-year-old family business providing networking, education and advice to other multi-generational family enterprises that have more to manage than just a business. Family Office Exchange (FOX) serves more than 360 families in 20 countries that have made a commitment to stays together as an enterprise. Sara serves on advisory boards for two family enterprises outside the U.S. and a multi-family office in the U.S. Her son Nate serves on the advisory board for FOX.
Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times, published by Wiley & Sons. For 10 years, she has served on the Executive Education faculty of the University of Chicago Booth School of Business for the course on Private Wealth Management offered twice a year in Chicago. She is a member of the World Economic Forum‘s Global Advisory Council on the Future of Investing and a board member for the Private Directors Association.
Ms. Hamilton was recently named one of the Top 50 Women in Wealth Management by PAM, and was honored with this award for three years running by Wealth Manager. She serves on the editorial boards of the Journal of Wealth Management and Trusts and Estates magazine.