FOX Public Webinar: Developing a Unified Enterprise Plan

April 25, 2019 - 1:00 p.m. to 1:45 p.m. CT

Presented by Sara Hamilton,
Founder & CEO of Family Office Exchange
Families who share in the ownership of diverse assets will benefit from developing a broad-based framework for planning their future together, which FOX defines as Family Enterprise Thinking. Families are strengthened from identifying their common interests, knowing what holds them together, and sharing a multi-generational vision.

This webinar will outline the characteristics of a Unified Enterprise, the planning process, and the key components of an Enterprise Master Plan, which involves managing complexity, identifying new opportunities, defining shared goals, and allocating scarce resources.

This webinar is not eligible for CPE credit. 


Sara Hamilton
Founder and CEO, Family Office Exchange

Sara Hamilton is the founder and chief executive officer of Family Office Exchange (FOX). Sara is a recognized visionary and credited with professionalizing the family office industry. Sara founded FOX in 1989 as a peer network for family office executives. Within 10 years, FOX could see that families needed help with their enterprise vision, managing financial transitions, and educating family members on responsible ownership.

Today, Sara provides strategic direction for FOX and leads the development of new programs and services supporting family enterprises, family office executives, and wealth advisory firms in more than 27 countries. 

Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times. She also serves on the executive education faculty of the University of Chicago Booth School of Business, where she is an adjunct faculty member for their Private Wealth Management course. She is on the founding boards for the International Private Directors Association and the Foundation for Gender Equality.

Complimentary Registration:

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