Understanding the TrustUnderstanding the Trust

Sara Hamilton is founder and CEO of the Family Office Exchange in Chicago.

https://www.familyoffice.com/

Mariann oversees the FOX member councils, which are private networks of close peers working together to advance their professional development and to solve the unique challenges they face in their management of private wealth. She has extensive experience in the accounting and legal fields.

As a practicing tax and estate planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures. Mariann has served as an executor and trustee, and her fiduciary responsibilities included administrative, legal, and accounting duties of various trusts and estates.

Prior to joining FOX in 1996, Mariann worked in one of America’s leading family offices for four years as an accounting manager for the family’s investment partnerships and operating companies. She also spent more than six years in public accounting, including work as an auditor for Price Waterhouse. Ms. Mihailidis received a Bachelor’s Degree in accounting from the University of Notre Dame and a JD from IIT-Kent College of Law.

https://www.familyoffice.com/

Teresa Bellock is an editor at large for Family Office Exchange (FOX), consulting on editorial strategy and contributing to FOX publications on topics of interest to the family office community. Teresa began working with FOX in 2002. Her previous roles with the firm have included editor in chief, director of knowledge management and director of marketing. In these capacities, Teresa served as managing editor for the FOX Newsletter, FOXConnects, and the resource center on the FOX website. She also contributed to the development of the FOX Knowledge Center, a dynamic, interactive web platform for delivering wealth management content to the FOX member community. Teresa holds a master of arts in magazine journalism from Syracuse University's Newhouse School of Public Communication and a bachelor of arts in humanities from University of Illinois at Urbana.