Overview
The FOX Executive Council '14 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.
Registration
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
AGENDA
(Non-Member)
Scottsdale, Arizona
All times listed are Mountain Standard Time (Arizaona Time)
Tuesday, March 1, 2022
|
6:30 p.m. |
|
Casual Dinner |
Wednesday, March 2, 2022
|
8:30 a.m. |
|
Breakfast |
|
|
|
|
|
9:00 a.m. |
|
Welcome and Introductions Facilitated by FOX
|
|
|
|
|
|
9:30 a.m. |
|
2021 Accomplishments and Key Initiatives & Goals for 2022 Facilitated by FOX |
|
|
|
|
|
10:45 a.m. |
|
Break |
|
|
|
|
|
11:00 a.m. |
|
Family Office Deep Dive Speaker(s) Speaker will share some history, structure, unique opportunities, and challenges within their family office. You will have an opportunity to ask questions and share experiences during this getting to know your peer offices session. We look forward to each of you taking a deep dive at a later date. |
|
|
|
|
|
11:30 a.m. |
|
Board Packet Show and Tell Facilitated by FOX Keeping board members informed is a critical role of every family office executive. Council members will share redacted samples of their Family Office Board Packages to help facilitate a discussion around communicating with the board. |
|
|
|
|
Wednesday, March 2, 2022
|
12:00 p.m. |
|
Lunch |
|
|
|
|
|
1:00 p.m. |
|
Learning Roadmap to Advance Flourishing (and Combat Languishing) Speaker (s) In this highly interactive dialogue we will explore the #1 question of families of wealth: How do we leverage wealth to foster a thriving and connected family? Exploring this question, led to the development of a model that spans a lifetime with 10 core competencies. Building on FOX’s strong focus on creating a learning family, we will showcase both the learning roadmap and make it come to life with how families are moving from awareness to action across the generations. |
|
|
|
|
|
2:30 p.m. |
|
Break |
|
|
|
|
|
2:45 p.m. |
|
2022 Market Outlook: Headwinds, Tailwinds, and Expectation Setting Speaker(s) As we peer over the horizon, with the strongest annual economic growth in nearly 50 years trailing us, what can investors expect heading into 2022? Speaker(s) will provide insight into global economic growth; expectations for the US Fed, inflation, and capital markets; and a look into what the future may hold for valuations. |
|
|
|
|
|
3:45 p.m. |
|
Executive Peer Dialogue Facilitated by FOX |
|
|
|
|
|
5:00 p.m. |
|
Day 1 Meeting Adjourned |
|
|
|
|
|
|
|
|
|
6:30 p.m. |
|
Council Dinner |
Thursday, March 3, 2022
|
8:30 a.m. |
|
Breakfast |
|
|
|
|
|
9:00 a.m. |
|
Welcome Back – Day 1 Recap and FOX Updates Facilitated by FOX
|
|
|
|
|
|
9:30 a.m. |
|
Governance Best Practices: Evolving Governance for Family Enterprises and Family Offices Speaker(s) Formal and informal governance within a family enterprise can take many forms, and both can have significant impact on family enterprise success. This session will go in-depth on how to build governance that matches the current and potentially the future needs of a multi-generational family enterprise. |
|
|
|
|
|
10:30 a.m. |
|
Break |
|
|
|
|
|
10:45 a.m. |
|
Ask the Technology Expert Speaker(s) In this session, a tech expert will address your technology related peer questions and lead a discussion around your technology related key initiatives and goals for 2022. |
|
|
|
|
|
11:45 a.m. |
|
Key Takeaways and Topics for the Next Meetings Facilitated by FOX
|
|
|
|
|
|
12:00 p.m. |
|
Lunch |
|
|
|
|
|
1:00 p.m. |
|
Meeting Adjourned |