Executive Council '14 Oct. 2 - 4, 2017 - San Francisco, CA

Overview

Monday, October 2, 2017 - 1:00pm to Tuesday, October 3, 2017 - 5:00pm

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.

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Agenda

SAMPLE AGENDA
From Previous FOX Executive Council Meeting
Host: Family Office Exchange

1:00 p.m.       Welcome

1:10 p.m.       Domestic Staffing

A Member will discuss how their family office approaches property management. They will share their organizational chart, how they think about the management needs at various properties and their tiering system, their formulas for determining staffing, and how they approach recruiting. They will also share other tricks and tips that that they have developed along the way.

2:45 p.m.       Break

3:00 p.m.       Executive Dialogue

Facilitated by Mariann Mihailidis, Managing Director,
Family Office Exchange

3:45 p.m.       NextGen Trends in Philanthropy and Purpose Investments

Moderated by Julie Shafer, Head of Strategic Philanthropy & Purpose Investing, Bank of the West
Panelists:

The Next Gen, those born between 1964 -1980, represent more power than any previous generation. Our Next Gen panel will examine how their collective energy, attention and resources have created meaningful trends in philanthropy and investments, with their focus on purpose and impact. Research conducted by BNP Paribas, Family Wealth Advisors and Toniic, founded by Charly and Lisa Kleissner - leaders in the 100% Impact Movement, will be discussed.

*** Business casual attire for meeting ***


4:45 p.m.       Cocktails

5:30 p.m.        Adjourn

6:00 p.m.       Council Dinner

8:30 a.m.       Breakfast

9:00 a.m.       Case Study: A tale of two entities.

A Member will share his experience working with the options and considerations in structuring pooled investment vehicles for coordinating investments across family entities.

10:00 a.m.       Break