Family Office
FOX Launches Private Investor Center
The peer-to-peer network for ultra-wealthy families launches a new service, headed by a senior industry figure based out of San Francisco.
Family
Office Exchange, the peer-to-peer network for ultra-wealthy
families, has launched the FOX Private Investor Center, to be led
by Kristi Kuechler, ex-president of the Institute for Private
Investors. The offering applies to the whole market, not just
family offices.
Kuechler will be based in San Francisco, FOX said in a statement
yesterday. She joins FOX after five years as partner and MD of
Lattice Strategies, an investment firm based in San Francisco.
Prior to this, she was at IPI, responsible for content and
curriculum development.
“Over the last few years, FOX has expanded its programs for
private investors to include two annual FOX Global Investment
Forums, two member Investment Networks and two Peer Councils.
This is in addition to our long-running annual FOX Global
Investment Survey,” Sara Hamilton, founder and chief executive of
Chicago-headquartered FOX, said.
In her new role, Kuechler will report to Hamilton and Alexandre
Monnier, president of FOX.
The offerings from the new center include: The Spring and Autumn
FOX Global Investment Forums, where members meet to network with
their peers and hear from industry experts in a non-commercial
setting; the FOX Private Investor Council for family principals
responsible for their family's investing; the by-invitation-only
FOX Strategic CIO Council, comprised of family office CEOs and
CIOs who compare their portfolio strategies and outlooks on a
quarterly basis.
Other offerings include: the annual FOX Global Investment Survey;
the FOX Direct Investor Network; the FOX Investment Strategy
Network.
The 2017 FOX Spring Global Investor Forums will be on April 6 in
San Francisco, while the FOX Autumn Global investment Forum will
take place on September 12 in New York City.