Overview
To register to attend, please contact , Yanni Snipes .
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.
Registration
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
AGENDA
Dallas, TX
Wednesday, November 1, 2023
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3:00 p.m. |
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Welcome and Introductions Facilitated by FOX
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3:30 p.m. |
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The FOX Councils: Key Trends, Topics, and Projects Facilitated by FOX FOX Team Members will team up on sharing their observations through the lens of FOX membership and FOX Councils to provide a useful executive summary of the trends and projects they are observing within the family office community in adopting best practices. Whether receiving an inquiry firsthand, or knowledge from what other relationship managers are working on behalf of their members, FOX has a unique vantage point across 335+ family offices and an additional 110+ advisor members. Further, FOX has a top-down view of the trends and topics impacting family office executives and family members the most. |
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4:00 p.m. |
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The Future of the Owner/Operator Council
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5:00 p.m. |
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Half-day Meeting Adjourned |
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5:45 p.m. |
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Walk over to Restaurant
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6:00 p.m. |
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Casual Council Cocktails and Dinner |
Thursday, November 2, 2023
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9:00 a.m. |
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Breakfast |
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9:30 a.m. |
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Welcome Back: Half-day Recap and FOX Updates |
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10:00 a.m. |
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Effective Communication + Emotional Intelligence = Influential Leadership Speaker Gain an understanding of your own communication style and how to adapt it to build client relationships and improve team dynamics. Building on the knowledge and skills of communication, improve your emotional intelligence (EQ) to effectively navigate professional and client relationships and the emotions of others. |
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11:00 a.m. |
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Break |
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11:15 a.m. |
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Effective Communication + Emotional Intelligence…, continued Speaker |
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12:00 p.m. |
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Lunch |
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1:00 p.m. |
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How did we arrive here? Sharing family values with future generations: Producing a Family history biography documentary Speaker In this session, speaker, will share their experience working with the Emmy Award winning journalist, Bob Jordan, and team to document their family history from the perspective of the values and consciousness which went into creating the family’s wealth and beyond including pursuits after the sale of the operating business. Learn the process and steps they and their family embarked on to create an enthralling and invaluable private historical video. The resulting family legacy film is a priceless and professional account, inclusive of interviews, home video, photographs, and more, that they and their family will be able to share for generations to come. They look forward to a lively discussion while sharing anecdotal stories and lessons learned in the process of making the video. |
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2:00 p.m. |
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Break |
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2:15 p.m. |
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Navigating the AI Landscape: Top AI Questions for Family Offices (Virtual) Speaker As Artificial Intelligence (AI) increasingly permeates the financial sector, family offices find themselves at a crossroads, challenged to adapt yet unsure of where to begin. This interactive session aims to address the Top AI Questions for Family Offices, offering actionable insights for leveraging the next wave of technological advancements to preserve and build wealth. |
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3:15 p.m. |
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Executive Peer Dialogue Facilitated by FOX |
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5:00 p.m. |
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Day 1 Meeting Adjourned |
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5:45 p.m. |
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Walk over to Restaurant
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6:00 p.m. |
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Council Cocktails and Dinner |
Friday, November 3, 2023
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8:00 a.m. |
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Breakfast |
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8:30 a.m. |
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Welcome Back |
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9:00 a.m. |
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Succession Planning Discussion Speaker Succession planning can be one of the most emotional and challenging processes faced in the family business. In this discussion and Q&A style session, Speaker will explore the use of the Four-Room Model of governance. They will provide an explanation and some practical examples of the model as an approach to generational transitions and succession planning. |
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10:00 a.m. |
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Break |
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| 10:15 a.m. |
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Executive Peer Dialogue continued Facilitated by FOX |
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11:30 a.m. |
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Key Takeaways and Topics for the Next Meetings
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12:00 p.m. |
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Meeting Adjourned |