People Moves

Family Office Exchange Expands West Coast Presence

Eliane Chavagnon Editor - Family Wealth Report June 26, 2015

Family Office Exchange Expands West Coast Presence

The organization's president, Alexandre Monnier, said the new recruits have been added in The Golden State because many of its new members are coming from the West Coast.

Family Office Exchange, a global membership organization of enterprise families and their advisors, has added two senior staff members in California to support its growing West Coast business.

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.

Clark joins FOX from Sandaire in London and in her new role will run several new peer councils, which bring together like-minded individuals for professional development and to focus on solving challenges they face in working with their families and their family offices. She joins Mariann Mihailidis and four other senior managers who run the current 13 FOX peer councils.

Meanwhile, Shepro joins from FDX Capital and will oversee the rollout of the six new FOX networks. 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. These were launched recently, as reported here.

FOX is headquartered in Chicago, IL, with offices in New York, San Diego, Santa Barbara, Sydney, and London.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes