Overview
This Virtual Meeting will be held through the use of appropriate technology. Any meeting links will be sent via an Outlook Meeting Invite.
The FOX Direct Investors Council is composed of family members who directly oversee the operation of their family's financial enterprise, with or without staff, working together to share insights and strategies.
The purpose of this council is to provide a forum for these leaders to test ideas, get peer advice, and learn from appropriate experts to improve their performance in managing the family’s wealth and preparing the family for the future.
Each Council works from a FOX developed curriculum that is tailored to the needs of the Council. Meetings include content from the curriculum as well as specific topics and discussions requested by the Council members. FOX provides the appropriate internal and external resources for lively, fruitful meeting
Registration
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
Anticipated Timing Each Day
- 10:00 am: Morning Session
- 11:30 am: Mid-Day Break (2 hours)
- 1:30 pm: Afternoon Session
- 3:30 pm: Meeting Adjourns