Sara Hamilton

Founder & CEO

A recognized visionary in the private wealth community, Sara provides strategic direction for FOX and leads the development of programs and services supporting wealthy individuals, family office executives, and wealth advisory firms globally. For the past three years, she has been named as one of the "Top 50 Women in Wealth Management" by Wealth Manager. 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 a year in Chicago.

Facilitating New Conversations in The Next Decade 
Sara Hamilton offers some suggestions for getting your family office clients to start having difficult, but necessary, conversations.
Serving the Client of the Future 
Sara Hamilton discusses a paradigm shift for which those in the family office field must prepare
Understanding the Trust 
Sara Hamilton, Mariann Mihailidis and Teresa Bellock maintain that throughout the lifecycle of a trust, everyone needs to take an active role to ensure that all players are educated, engaged and held accountable
Beating the Odds 
As advisors to wealthy families, we have a responsibility to help clients plan for the future and prepare for unpredictable events. The start of a new
What the Wealthy Really Need 
Want to know what clients really want? It's more financial education for themselves and all their family members. This past June, wealth owners from four
Seeking Control 
Financial families, defined as owners who manage their wealth as business, focused their attention in 2006 on enhancing their wealth strategies and strengthening
Eyes Wide Open 
While modern corporations practice the art of risk management, this is not common among family enterprises, not even the most sophisticated. While wealth
The Next Big Thing: Managing Conflicts 
With the private wealth industry integrating more services under one financial umbrella, the opportunity to profit increases dramatically but so does
Wealth Creators' Dilemma: How Much to Delegate? 
The very rich are different from you and me, F. Scott Fitzgerald began one of his stories. Ernest Hemingway famously rejoined, they have more money. We
The Multi-Family Office Mania
Suddenly a wildly popular platform for delivering services to the affluent, MFOs are being snatched up, merged, and imitated. But while many are calling themselves “MFO” these days, not all deserve the name.
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