Owner/Operator '10 Council May 10 - 12, 2017

Overview

Wednesday, May 10, 2017 - 3:00pm to Friday, May 12, 2017 - 12:00pm

The FOX Owner/Operator 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 meetings.

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Agenda

AGENDA

Host: Family Office Exchange

Wednesday, May 10, 2017

3:00 p.m. Welcome and Group Introductions

3:30 p.m. Cultivating a Family Enterprise Mindset

5:30 p.m. Meeting Adjourned

6:30 p.m. Optional Dinner

Thursday, May 11, 2017

8:00 a.m. Breakfast

8:30 a.m. Welcome – 2016 Accomplishments & #1 Challenge for 2017

9:00 a.m. Fostering an Entrepreneurial Spirit in the Family

11:00 a.m. Break

11:15 a.m. Case Study: Lessons Learned from Family Meeting

12:15 p.m. Lunch

1:15 p.m. Is it Time for an Executive Coach?

2:30 p.m. Break

2:45 p.m. Peer Dialogue

5:15 p.m. Meeting Adjourned

6:00 p.m. Council Dinner

Friday, May 12, 2017

8:30 a.m. Breakfast

9:00 a.m. Investment Discussion

This presentation will be followed by an interactive discussion among members

11:30 a.m. Break

11:45 a.m. Next Steps

12:00 p.m. Meeting Adjourned and Lunch

*** Business casual attire for meeting ***