Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing family wealth across generations. Ms. Hamilton is the co-author of the 2010 book, Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times, published by Wiley & Sons. She serves on the Executive Education faculty of the University of Chicago Booth School of Business for the course on Private Wealth Management offered twice a year in Chicago. For the past 3 years, Ms. Hamilton was named as one of the “Top 50 Women in Wealth Management” by Wealth Manager. She serves on the editorial boards of the Journal of Wealth Management and Trusts and Estates as well as a Founding Board Member of the Chicago Global Donors Network. Ms. Hamilton is a frequent presenter at global conferences for private investors and has been featured in a variety of publications, including Fortune, Financial Times and The Wall Street Journal. She serves on the editorial boards of The Journal of Wealth Management and Trusts & Estates and is editorial advisor for Private Wealth Management.

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Family Offices and Family Philanthropy

Posted on November 8, 2012 by Anne Etheridge, Craig Muska, Elizabeth “Buffy” Minkin, Jim Frey, Sara Hamilton

As the field of family philanthropy continues to evolve, the options available to families for managing and making the most of their giving are expanding at a rapid pace. One option that a growing number of philanthropic families are considering is the creation of a family office - a private entity that manages the investments and trusts for a single family, while also providing a variety of other personal services, among them philanthropic advising or the housing of a family foundation… Read More

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