Executive Council '04 March 20 - 22, 2017

Overview

Monday, March 20, 2017 - 6:30pm to Wednesday, March 22, 2017 - 12:45pm

The FOX Executive Council '04 is comprised of CEOs of the largest, most sophisticated multi-generational family offices in the U.S. pursuing the best practices for complex family enterprises.

The purpose of this council is to elevate the professional and personal performance of these executives and therefore enhance the operation of the broader family enterprise and long term well-being of the family.

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 meetings.

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Agenda

AGENDA

Host: Family Office Exchange

Monday, March 20, 2017

4:00 p.m.

History Tour

6:00 p.m.

Optional / Casual Dinner (Council Members and Guests)

Hosted by Family Office Exchange

Tuesday, March 21, 2017

*8:00 a.m.*		*Breakfast*

8:25 a.m.		Welcome

8:30 a.m.		Fostering the Entrepreneurial Spirit in the Family

*10:30 a.m.*		*Break*

10:45 a.m.		Executive Dialogue

*12:45 p.m.*		*Lunch*

2:00 p.m.	Presentation/Q & A: Policy Update from the Hill

3: 00 p.m.	Embarking on a Business Process Review

4:00 p.m.	Using After Tax Investment Performance to Make Decisions (Optional Session)

*5:00 p.m.*	*Meeting Adjourned*

*5:15 p.m.*	*Board Bus to Dinner*

*5:30 p.m.*	*Bus Departs*

*6:00 p.m*.	*Council Dinner (Council Members and Guests)*

Wednesday, March 22, 2017

*8:00 a.m.*		*Breakfast*

8:30 a.m.		After the Leadership Assessment: How Do You Keep Momentum Going Once You Return To Heavy Workload?

10:30 a.m.		Executive Dialogue

12:30 p.m.		Next Steps

*1:00 p.m.*		*Meeting Adjourned*

*** Business casual attire for meeting ***