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Successful Generations


Sep 2, 2020

Welcome! 

Full show notes can be found at www.successfulgenerations.com/episode085

Questions:  

  • What is a family office?
  • Who should create a family office? Who Shouldn't?
  • How do you get started? Do you have to have billions of dollars to start a family office? 
  • Who should lead a family office? 
  • What are a few best practices and lessons learned? 
  • What are a few resources newbies should check out when thinking about starting a family office? 
  • What is FOX's role? 
  • How can we connect with you? 

 

BIO

Glen Johnson is Chief Operating Officer at Family Office Exchange (FOX). In this role, he is responsible for all aspects of the member experience, ensuring that each family member, family office executive, and trusted advisor has an unsurpassed experience partnering with FOX by providing unique industry knowledge and insights coupled with a safe and confidential environment where members can share best practices. In addition, Glen oversees the operations of FOX and is charged with establishing and executing systems to execute FOX’s strategic plan, promoting it’s vision and service-centric culture, and enabling the FOX team to work together to exceed our member’s expectations.

 

Glen has over 30 years of experience working with family offices, business owners, and executives, first as an attorney and then as a wealth advisor, eventually founding Mirador Family Wealth Advisors – the multi-family office for Fifth Third Bank. He has worked with business owners and executives across all stages of their business life cycle including business succession.  Glen writes and speaks nationally focusing on family and business governance and the unique challenges faced during the sale and transition of closely held businesses. 

 

Glen earned a Bachelor of Sciences degree in Education from the University of Michigan in Ann Arbor, MI and a Juris Doctorate degree from Wayne State University Law School in Detroit, MI.

 

Resources

The Family Office Exchange

Family Champion with Joshua Nacht 

Rising Generation Education with Mindy Earley