Sara is a recognized visionary in the private wealth community. While a trust officer at Harris Bank in Chicago in the late 1980s, Sara witnessed the emergence of family wealth management as an industry. Hundreds of U.S. families had recently become centi-millionaires overnight through leveraged buyouts, spawning private financial offices commonly called family offices to manage family assets and educate wealth owners. It was becoming clear that wealth ownership was a complex and important family business.
As a result, Sara founded the Family Office Exchange (FOX) in 1989 as a peer network for families seeking an objective financial education about successfully passing on wealth to future generations. FOX would evolve into an industry advocate, a source of education and training for family office staff and a platform for sharing family wealth management best practices. Insights are shared on the FOX Blog.
Today Sara provides strategic direction for FOX and leads the development of programs and services supporting family enterprises, family office executives and wealth advisory firms globally. She was named one of the Top 50 Women in Wealth Management by Wealth Manager from 2010-2012.
Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times, and serves on the executive education faculty of the University of Chicago Booth School of Business for the Private Wealth Management course offered twice per year in Chicago.