FOX (Family Office Exchange)

Our Services

FOX offers various services to help clients at any stage of their journey. From educational programs to customized solutions, we aim to help clients realize the full potential of their capital and reach their goals.

Since 1989

FOX has been serving families, their offices, and their advisors for over 30 years, providing objective guidance and thoughtful solutions to the unique obstacles that family offices face.

A History of Excellence

More than 30 years ago, Sara Hamilton recognized that family wealth ownership is a complex and unique undertaking that needs thoughtful planning and execution. So she founded FOX in 1989 as a peer network for family office owners and executives facing common challenges but without shared, trusted platform to learn from each other.

Within a decade, FOX established itself as the go-to organization for owners and operators seeking unbiased education about managing their family enterprise and passing wealth successfully to future generations.

Advisors joined the FOX community shortly after that to gain access to the same peer sharing, education, and insights, and to offer their unique contribution to the membership, given their critical role in service and partnering with families.

Over 30 years of FOX

Over three decades, FOX has served as an industry advocate, a source of education and training for family members, office staff, and their advisors, and a platform for sharing enterprise best practices for preserving family values and family wealth.

Since 1989, we have supported families and those surrounding them with the tools needed to succeed, optimized family offices, and provided much-needed guidance throughout a family’s journey. Like many families we work with, we have evolved and are ever-changing to meet the growing needs of the industry and the families we serve.

Meet the People behind FOX

Meet the FOX team – a dynamic group of accomplished and dedicated experts, educators, thought leaders, and family office and wealth management professionals with decades of experience serving families, family offices, and their trusted advisors.

For the past 30+ years, FOX has been the industry leader in the family office space, thanks to our team's unparalleled depth of talent and collective knowledge.

Community is important to us. That is why our team works hard to collaborate across the board on solutions to help you and your families.

Peter Moustakerski, CEO

Peter Moustakerski is CEO of Family Office Exchange (FOX), the premier resource for families managing private enterprises and family wealth across generations. For over 30 years, FOX has been recognized as the industry’s most exclusive, innovative, and influential community for peer networking and learning, and has provided independent insights, expert guidance, and practical solutions to complex problems related to family transitions and family wealth.​

Peter has spent more than 25 years as a C-level strategist and executive across a variety of industries, including wealth management, capital markets, and technology. He is a former family office executive and FOX member, management consultant, and entrepreneur. He has served as a strategy, innovation, and growth leader for a number of private and public companies and founded two start-ups in New York City and China.​

Prior to joining FOX, Peter served as Chief Operating Officer of the family office of the founder of Bridgewater Associates, where he worked closely with the principal family members to envision and oversee the redesign of the family office strategy and day-to-day operations to better serve the evolving needs of the family. Before that, Peter was a management consultant at Booz Allen Hamilton, advising many of the world’s top C-suite leaders, and a strategy executive at UBS, leading all growth and transformation initiatives for the bank’s wealth management organization.​

Most recently, Peter was Chief Strategy Officer of News America Marketing, a former News Corp. subsidiary, where he built and led the Corporate Strategy and M&A function and led the company’s successful carve-out and sale to a private equity sponsor. In addition, for more than 20 years, Peter has been a contributing writer and researcher with The Economist Intelligence Unit (EIU), and has led many qualitative and quantitative research projects, and written a number of influential white papers for the EIU, NBER, and other research institutions and media publications.​

Peter holds an MBA from Columbia Business School and a BS in Computer Science and Engineering from Zhejiang University in China, and is proficient in Mandarin, Russian, and Bulgarian.​

Sara Hamilton​, Founder and Board Chair​

Sara is one of the first professionals to recognize family offices as the most sophisticated segment of wealth management, and she has been described as “the Warren Buffet of the family office industry”. When hundreds of U.S. families became centi-millionaires through leveraged buyouts in the 1980s and 1990s, private family offices were created to manage family capital and to educate wealth owners.

Sara founded the Family Office Exchange (FOX) as a peer network for family office executives in 1989. Within 10 years, she could see that families needed help with family governance and managing financial transitions, in addition to their family offices. As a result, FOX evolved into an advisor to family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private enterprise in a global economy.​

Today, Sara provides input to the strategic direction for FOX and supports the development of new programs and services for family enterprises and wealth advisory firms in 25 countries. Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times. She 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 and Essentials of Wealth courses in the Executive Education program. She is on the founding board for the Foundation Advancing Impact and Sustainability in Bologna and the founding board for the Private Directors Association in Chicago.​

Nate Hamilton, CFA Vice Chair

Nate is the Vice Chairman of Family Office Exchange (“FOX”) and Co-Founder and Managing Partner of Heritage Partners Group, a family of companies focused on acquiring, building and growing private business in the consumer, business services and technology sectors.

Over the last 20 years Nate has worked with family offices who are focused on investing Private Family Capital in a manner consistent with their values and objectives. The range of investment strategies has spanned traditional endowment style portfolio allocation to direct private equity, including investment platforms adjacent to the family business or family office. Nate is a believer in the power of Private Family Capital to effectuate enhanced outcomes for all stakeholders. Prior to his current roles, Nate worked in private equity, investment banking, and sales & trading, including the Tech & Media Investment Banking group at Goldman Sachs, the Global Macro Hedge Fund group at UBS, and as a Co-founder of FDX Capital, a direct-investment platform built for FOX family offices.

Nate has a BS from Vanderbilt, an MBA from Chicago Booth and is a CFA charterholder. Nate relocated from New York City to Florida during the pandemic where he lives with his wife Christy and 2 sons.

David F. Toth​, President of Membership

David Toth is the President of Membership Family Office Exchange (FOX) and is market leader for FOX’s Wealth Advisor members. In his role, he serves as Co-Chair for Multi-Family Office and Integrated Wealth Advisor Councils. He also Co-Chairs the Strategic Chief Investment Officer Council, a peer group for family office CIOs.

David serves as relationship manager for select wealth advisors and families providing strategic guidance, access to essential research and offers key insights on issues of importance to them. He has authored, presented, and consulted on topics ranging from client experience and pricing strategies to talent management.

He is as a member of the FOX leadership team, helping to develop and execute strategies designed to better meet member’s evolving needs. David also participates in the development of new research and thought leadership for FOX members.

David brings over thirty years of wealth and investment management, marketing, and strategic consulting experience to FOX and its members. He held key leadership positions in the Asset Management Division at PNC Financial formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-high net worth businesses.

David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.

Kent Lawson​​, Chief Operations Officer

Kent Lawson is the Chief Technology Officer at Family Office Exchange (FOX). With 25 years of experience as a leader in the wealth management industry, and a deep focus in technology for the family office, Kent’s expertise in consulting, project management, analysis, and diligence around technology drives the FOX Technology Marketplace.

Prior to joining FOX, Kent had an established relationship with FOX as a market leader and as a member. Through his previous role with an enterprise family office and as a contributor to FOX forums, Kent brings over a decade of experience serving at the executive level within a single family office. His expertise in wealth management spans a variety of disciplines, including investment operations, technology, and compliance via working with RIAs, the SEC, and Global Investment Performance Standards (GIPS). He also served as a business analyst and consultant for Advent Software, as COO of a trust company, and other technology solution vendors. Kent also founded an outsource COO firm in the wealth management industry providing strategic leadership as a trusted advisor.

With a degree in Music Performance from Ball State University, Kent spent his early years performing as a jazz saxophonist and married another musician, which led him to his “day job” within the wealth industry as a part-time file clerk with an RIA. His background in creativity and thinking outside the box provided the foundation needed for designing innovative solutions in business process and technology making him perfectly suited for the family office industry.

Matthew Murphy, Director, Business Development​

Matthew Murphy is the Director of Business Development at Family Office Exchange (FOX). In this role, he is responsible for leading the initiative in identifying prospective family and advisor members; assessing their needs and priorities to ensure a deep understanding of the benefits of FOX membership.​

Matthew has 30 years of client service/business development experience within the wealth and asset management field, most recently as a Vice President, Institutional for Astor Investment Management. Previously, Matthew served as a Senior Consultant for HFR Asset Management. Additionally, he has held various client service/business development positions including Partner/Director-Brinson Partners/UBS Global Asset Management and Founding Partner-Xenon Capital Management, a managed futures CTA. Matthew has a deep understanding and experience in the areas of portfolio diversification and risk management. He also has extensive knowledge related to the due diligence necessary in evaluating potential hedge fund and private equity investments.

Matthew holds a B.A. from Columbia University. He received a M.B.A. from Rensselaer Polytechnic Institute and a M.S. (Finance) from Rensselaer Polytechnic Institute and was awarded a Graduate Fellowship from the Connecticut General Assembly as a quantitative analyst within the Office of Fiscal Analysis.​

Harley M. Tobon, Senior Associate, Business Development

Harley Tobon is a Senior Associate of Business Development at Family Office Exchange (FOX). In this role, he is responsible for expanding FOX’s membership by introducing prospective families, family executives, and advisors. Harley evaluates the needs and priorities of potential members to guide them to the appropriate FOX membership, ensuring a smooth transition into the resource-rich and valuable strategic network of FOX.

Harley has built his career in the wealth management and finance sectors. He has experience in small-team wealth advising and institutional-based investment management, with a family enterprise strategy and succession planning background. Harley began his career in the insurance industry, focusing on protecting clients from overlooked exposures and risk mitigation.

Prior to joining FOX, Harley was an early employee at Facet Wealth, a FinTech Startup based in Baltimore, Maryland. He holds a Bachelor of Science in Consumer Economics with a concentration in Financial Planning from the University of Illinois at Urbana-Champaign and is a board-registered CFP® candidate.

Scott Muench​, Managing Director of Membership

Scott Muench is the Managing Director of Membership at Family Office Exchange (FOX). In his role, Scott leads all aspects of the Financial Family market at FOX, defined as those families who no longer own an operating company and family office executives serving these families. In addition, Scott is also responsible for leading, coaching, and managing our Relationship Management team and overseeing the overall member experience.

Scott Muench​ has over twenty-five years as an institutional and ultra-high net worth investment professional, including working at SEI Investments as head of the Defined Contribution national market, working with plan sponsors on target-date fund and core investment strategy implementation. This experience working with investment committees and professionals enhanced a strong background in asset allocation, capital markets, and strategic and tactical instruments. Scott also worked at Northern Trust Asset Management as a managing director for the eastern region of the United States, working with large complex corporate institutions and asset owners, including foundations, endowments, pension plans, and ultra-high-net-worth families. Scott's experience at Northern Trust also includes the Global Family and Private Investment Office Group. He led a team of investment relationship managers working with families, family offices, and investment consultants to implement strategies to meet personal financial goals. In addition, Scott Muench​ managed the team working with 400+ family offices to achieve tax efficiency and superior risk-adjusted returns.​

Scott Muench​ received his Bachelor of Science degree in Finance from Northern Illinois University. He earned his Master's in Business Administration with concentrations in finance and accounting from DePaul's Kellstadt Graduate School of Business.

Mindy Kalinowski Earley, CMP, CFBA Chief Learning Officer​

Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange. In her role, she fosters integrated learning programs for enterprise families and is responsible for developing the family learning community. She co-chairs the FOX Rising Gen program and serves as an outsourced Chief Learning Office to FOX members. Mindy is inspired by helping people learn, grow, and discover how they will make personal and productive contributions, using their strengths and talents.​

Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks supporting human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals. As a Strong Interest Inventory facilitator with a certificate in Family Business Advising, she enjoys helping families and rising generation members navigate the unique world of family enterprise and family relationships by understanding that responsibility and intention pave a path to personal achievement and satisfaction. She has been featured in the New York Times, Family Business Magazine, and Successful Generations podcast and is a regular speaker and facilitator. Mindy lives in Rockford, MI, with her husband, daughter, and Bernedoodle.​

Miguel López de Silanes Gómez​, Market Leader, International​

Miguel López de Silanes Gómez is the international market leader at the Family Office Exchange (FOX). He is responsible for delivering FOX services to current members, and actively works to expand the network in Europe and Latin America. His base is in Madrid, but he spends half of his time in Latin America.

Miguel has most recently been director of the family office for one of Europe’s leading real estate families, with specific responsibility for designing and implementing the family’s investment strategy and for providing owner education to the younger family members.

Previously, he worked at UBS Wealth Management in New York, Chile, and other locations in Latin America. He began his career at Bain & Company as an Associate Consultant in London and Madrid. He has an M.B.A. from Harvard Business School and a B.A. in Economics from Universidad Pontificia Comillas (ICADE) in Madrid.​

Jacob Shulman, Director, Business Development & Sales Operations

Jacob Shulman is the Director of Business Development & Sales Operations at Family Office Exchange (FOX). In this role, he is responsible for a blend of revenue generation and refining the strategic infrastructure for the business development function. This involves taking a consultative approach to understand prospective members' needs, guiding them to the appropriate FOX resources, and generating the highest quality members globally.

Jake is an accomplished business development leader with over a decade of experience driving growth and cultivating strategic partnerships across diverse industries. Most recently, he served as Head of Business Development at TIGNUM, where he collaborated directly with the CEO to pioneer innovative go-to-market strategies and spearheaded new business development initiatives. Prior to this role, Jake held positions such as Senior Business Development Manager at Christian Banach - Growth Consultancy and Head of Membership Growth at PTTOW!, where he demonstrated exceptional leadership and strategic prowess, consistently surpassing targets and driving substantial revenue growth.

With a proven ability to lead global teams, optimize CRM systems, and execute personalized sales outreach campaigns, Jake is committed to driving organizational success and fostering enduring partnerships. His expertise extends across various domains, including CRM optimization, lead generation, and strategic planning.

Mishu Rahman Din, Director of Research, Insights, and Knowledge

Mishu Rahman Din is the Director of Research, Insights and Knowledge at FOX. She is responsible for leading the development of FOX’s Research products such as benchmarking and time-trended reports, thereby keeping FOX at the forefront of private wealth thought leadership. Mishu has over 20 years of research and strategy expertise spanning CPG, Financial Services, Telecom, and Media.

Prior to FOX, Mishu led the financial services insights team at a global trends and analytics firm based out of Chicago and London. Having started her career at Unilever, she co-founded and managed a leading Research and Publishing firm in Asia before relocating to Chicago.

Mishu has a bachelor’s degree in economics, and a master’s degree in integrated marketing from Northwestern University. She has worked with leadership initiatives of the Prince of Wales’ Mosaic Network, Junior Chamber International, and next-gen leadership development at AIESEC International. She is passionate about Art and Culture and volunteers for various global initiatives in this space. Mishu loves to incorporate creative thinking in her career involving data and analytics and enjoys exploring new ideas that could disrupt the way we live and work today.

Tom Elder​, Director of Finance

Tom Elder is the Director of Finance at Family Office Exchange (FOX) responsible for financial reporting, planning & analysis, and all accounting matters. Tom is a strategic business partner with FOX leadership with the focus on financial performance of the organization, long-term operational goals and ensuring our member needs are the top priority.​

As a seasoned professional, Tom joined FOX in December 2021 bringing more than 25 years of financial management experience across various industries and companies. These Global Fortune 500 and world class organizations included Accenture, Bank of Montreal, Motorola, and Wabtec.

Tom received his Bachelor of Science degree in Finance from Illinois State University. He earned his Master of Business Administration from University of Illinois at Springfield and Master of Science in Accounting from DePaul University. Tom is also a CPA.​

Heather Abramson​, Director, Relationship Manager

Heather Abramson is the Director, Relationship Manager for Family Office Exchange (FOX). In her role, Heather works with business-owning family members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. Heather also runs FOX’s Rising Gen Community, which is designed to provide next-generation family members an opportunity to learn, share experiences, and develop skills as future leaders. Heather has held multiple roles at FOX including membership development.​

Before joining FOX in 2008, Heather served as strategic marketing and events manager at Aon Corporation. While at Aon, Heather planned and executed more than 100 large-scale events and created the marketing and project execution for Aon’s South America Division. Earlier in her career, she worked on Capitol Hill for a U.S. senator and in the foreign policy department at a lobbying organization. She also has previous experience working in a Chicago-based family office.​

Heather has a B.A. degree in journalism, public relations, and political science from the University of Wisconsin-Madison. She graduated with honors from DePaul University with an M.A. in organizational and multi-cultural communications.

Chris Herbert​, Senior Relationship Manager​

Chris Herbert is a Relationship Manager at Family Office Exchange (FOX). He brings to his role a background that is rooted in the Financial Services Industry, having served in the areas of commercial and private banking, as well as Family Business Services. As a senior relationship manager, Chris works with financial families to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX.​

Prior to joining FOX, Chris worked in the Family Business Division at The Northern Trust Company, where he managed a portfolio of family business assets that are associated with closely-held corporations and partnerships held in trusts and estates. He has experience with assets in a variety of industries, such as, manufacturing, publishing, investing, agriculture, and real estate. Chris also has a background in commercial lending and trust administration. Earlier in his career, he worked as a legal researcher for a well-respected, Chicago-based, intellectual property consulting firm, which specialized in litigation/valuation advisory services.​

Chris holds an M.B.A. in International Business and Marketing from the Brennan School of Business at Dominican University.​

Address: 100 S. Wacker Drive, Suite 800, Chicago, IL 60606, USA

Phone: +1 312 327 1200
Email: info@familyoffice.com

Phone: Europe & Latin America: +34 616 94 05 63