Australia Family Enterprise Council - March 2018

Overview

Wednesday, March 7, 2018 - 6:30pm to Thursday, March 8, 2018 - 5:30pm

The FOX Family Enterprise Council is comprised of family leaders and trusted executives pursuing a long-term view of their enterprise. It provides a place where members can find a highly select group of peers with whom to help define and refine the work they do. They have similar goals, challenges and can make a meaningful contribution to this growing community of peers.

The purpose of this council is to elevate the professional and personal performance of family leaders and their most trusted advisors in order to enhance the operation of the broader family enterprise and long term well-being of the family.

The work of the Council is guided by two experienced FOX relationship managers, supported by research, case studies, Council peers, and outside subject matter experts to help address the needs of that Council. Critically selected speakers from the Council and other FOX groups provide the educational programs that enhance the peer exchange.

If you have questions, please contact Ken O'Young.

Recommended for:

FOX Australia Family Enterprise Council Members and Invited Guests

Registration

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Agenda

AGENDA

Host: Family Office Exchange

MEETING LOCATION
University House at the Woodward
Carlton VIC

Wednesday 7^th March 2018
6:30 p.m.		Council Cocktails and Dinner Rockpool Bar and Grill Crown Entertainment Center 8 Whiteman Street Southbank, Melbourne

Thursday 8^th March 2018 / All Day Meeting
8:00 a.m.		Breakfast and Welcome

8:45 a.m.		“Top of Mind” Issues Facilitated Discussion: Family Office Exchange Managing Director Charlie Grace and Australia New Zealand Market Leader Peter Roach Participants set forth top 3-5 issues in advance to spur discussion Issues occupying the minds of owners and senior staff (examples: enterprise boards and governance, generational transition, next generation education, portfolio strategies for volatile markets, etc.) See attached pre-work template for submission to Ken O’Young (koyoung@familyoffice.com) at Family Office Exchange

10:15.a.m.		Morning Tea / Networking

10:30 a.m.		Cyber and Physical Security Threats to a family’s security and well-being are increasing and the landscape has materially shifted over the last few years. Families need to be prepared to address a variety of personal, physical, and cyber risks. In this session, strategies used to protect the interests of multigenerational families of wealth will be shared. Security and attendant best practices and technologies used to mitigate risks will be addressed.

11:30 a.m.		Setting Values, Mission, and Vision for Families Facilitated Discussion: Family Office Exchange Managing Director Charlie Grace and Australia New Zealand Market Leader Peter Roach Certain families endeavor to define and develop family values, mission, and vision (or a subset of the three) and some do not. Why address family values, mission, and vision? How are the three defined? In what order should they be addressed initially or refined over time? How can the process be optimized by the family for success? Mini case studies will be set forth by Family Office Exchange but as important will be perspectives of Council members themselves

12:45 p.m.		Lunch / Networking

2:00 p.m.		Family Enterprise Governance and its Evolution Over Time in a Family Facilitated Discussion: Family Office Exchange Managing Director Charlie Grace and Australia New Zealand Market Leader Peter Roach As the family grows, decision-making moves from the dining table to the board room, and the family needs to formalize their decision-making process in a formal governance structure. In this session, Peter and Charlie will outline the benefits of a formal governance system, the importance of developing a decision-making process that is trusted, and share sample governance structures that are designed to grow with the family.

3:30 p.m.		Afternoon Tea / Networking

3:45 p.m.		Family Office and Support of the Family Enterprise Facilitated Discussion: Family Office Exchange Managing Director Charlie Grace and Family Office Exchange Market Leader Peter Roach FOX surveys its family office members each year to understand what’s keeping them awake at night and where they’re investing their time and talent to further the goals of the families they serve. In this session, Peter and Charlie will share some of the highlights from this summer’s family office benchmarking survey and put the data in a broader context, including the office and family perspectives.

4:30 p.m.		Next Steps for the Family Enterprise Council Meeting

5:00 p.m. to 6:00 p.m.		Formal Meeting Adjourned Member Networking Drinks

*** Business casual attire for meeting ***