Executive Council '04 - Sarasota, FL February 2014

8:00 a.m.

Continental Breakfast

• Dining Location:  Lido Beach Grille

8:30 a.m.

Welcome

Mariann Mihailidis, Managing Director, Family Office Exchange

8:35 a.m.

New Resources for Council Members

Sara Hamilton, Founder and CEO, Family Office Exchange

Sara will discuss new FOX tools including:

Learning Tools

• Building a Family Enterprise View
• Family Enterprise Roles and Responsibilities
• Family Learning Modules
• Governance Workbook

Member Services

• FOX Networks
• Single Family Benchmarking
• Client of the Future

9:35 a.m.

What Keeps You Up at Night?

10:30 a.m.

Break

10:45 a.m.

Executive Dialogue

Facilitated by Mariann Mihailidis, Family Office Exchange

12:45 p.m.

Lunch

• Dining Location:  Lido Beach Grille

1:30 p.m.

Family Office Tax and Legislation Update

2:30 p.m.

Systems Security – The Growing Reality of Cyber Threats:
How Soundly Do/Should You Sleep at Night?

4:00 p.m.

Break

4:15 p.m.

Art and Collectibles as an Asset Class: Risk Management for Family Offices

Judith Pearson, President, ARIS Title Insurance Corporation

• The presentation will be divided into the following segments:
  • Introduction
  • Global Art Market Trends
  • Art Market Title Risks
  • Current Litigation Trends
  • Case studies
  • Fundamentals of Art Title Insurance

5:15 p.m.

Adjourn

6:30 p.m.

Cocktails and Dinner

8:30 a.m.

Continental Breakfast

• Dining Location:  Lido Beach Grille

9:00 a.m.

Council Working Session – Creating Best Practices for 
Building a Strategic Family Communications Plan

Facilitated by Mariann Mihailidis, Family Office Exchange

This session will involve all Council members discussing how to improve communication with Family Members and how client’s can work on improving communication with the family office.   

Goal:  To create best practices in family communication from the family office perspective and the family member (client) perspective.

To help prepare for the discussion, here are some questions to think about prior to the meeting from the family office perspective:

• How much time should the family office spend on planning communication?
• What are your goals for communication from the family office to your family members?
• How far ahead should the family office be planning communication with family members?
• Do your relationship managers have the ability to always understand the client’s point of view so they can effectively deliver the message?
• Do you find yourself saying the same thing over and over?  When you are in that situation, how should you adjust your message so the client hears the message?
• What do you do when you have the thought, “ I can’t believe what was not said?”
• How often should you and your staff attend professional development courses in communication and listening?

Here are some questions to think about prior to the meeting from a family member (client) perspective:

• What are my goals for communication with the family office?
• How far ahead should I be planning communication with the family office? How do I communicate items I want to cover?
• Do I have the ability to put myself on the other side of the table and understand what constraints and limitations the family office staff has in fulfilling my requests?  Are my requests reasonable?
• Am I communicating my needs and concerns so they are heard and taken into consideration to come up with a solution?
• What do I do when I think, “I can’t believe what was not said?”
• Do I need to attend professional development courses in communication and listening?  Broader technical training?

10:45 a.m.

  Break

12:30 p.m.

  Lunch

• Dining Location:  Lido Beach Grille

1:30 p.m.

Next Steps

2:00 p.m.

Adjourn