Overview
The FOX Global Family Council is comprised of family office CEOs and wealth owners overseeing the most sophisticated multi-generational, multinational family offices.
The purpose of this council is to focus on sustainability of the family with discussions including family governance, owner education, strategic planning, and best practices for effective management of the family enterprise.
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.
If you have questions, please contact Ken O'Young.
Registration
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
Agenda
Paris, France
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Wednesday, 7 March 2018 |
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08:30 – 09:00 |
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Breakfast |
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09:00 – 09:30 |
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Welcome, Goals of the GFC and Presented by Sara Hamilton, Founder and CEO and Miguel López de Silanes, Market Leader Europe & Latin America, Family Office Exchange |
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09:30 – 10:00 |
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Developing Enterprise Thinking Using a Family Enterprise Risk Assessment Process Presented by Sara Hamilton and Miguel de Silanes |
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10:00 – 11:00 |
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New Trends in Taxes & Regulations and How Families and Family Offices are Responding Structure and Governance-wise |
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11:00 – 11:15 |
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Networking Break |
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11:15 – 13:00 |
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Follow-up discussion on Amicorp´s Trends Presentation |
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12:30 – 13:30 |
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Lunch |
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13:30 – 18:00 |
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In less than 3 years, over half of the working population will be millennials. Those 18-35 may be your children or your grand-children. They grew up with the idea that they should change the world, and that disruptive dimension is now entirely part of their operating system. As they observe our societies, they see profound injustices and the failure of traditional safety nets to address the growing need for help. They turn to civil society -- companies and individuals -- and demand that those embrace their responsibility to share their success to help others. In this presentation, the preseter explains how to operate and remain relevant in this new world. |
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18:00 |
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Meeting Adjourns |
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18:30 – 20:00 |
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Social Event |
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20:00 – 22:00 |
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Council Dinne |
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Thursday, 8 March 2018 |
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08:30 – 09:00 |
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Breakfast |
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09:00 – 10:15 |
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Family Case Study 3: Developing a Successful “Impact Family Enterprise”. The presenter will share his views on building a different type of organization through a philosophy of integrated and holistic thinking, a focus on the client´s emotions, openness and embracing social values like environmentalism, the community, and cultural impact. |
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10:15 – 10:30 |
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Networking Break |
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10:30 – 11:30 |
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Goals-Based Framework for Risk Management – Case Study Families of exceptional wealth enjoy abundant resources to achieve family goals, but also face peculiar, idiosyncratic risks not easily managed through traditional means. This session explores a framework for managing those risks while taking advantage of the unique edge which families can have over other investors. In this session, an experienced goals-based investment strategist describes how working with a single family office founder to address the unique risk needs and investment goals of the family led to the joint development of a simple but powerful framework for managing family risks. In combining family advisory roles, the family’s insurance industry experience, and family goals, The presenter describes how wealthy families can gain valuable insight by adopting the perspective and tools utilized by insurance and reinsurance providers to manage major risks. Acquiring this inside perspective and viewing the family portfolio conceptually as the insurer of family goals can be useful in crafting customized solutions to address extraordinary risks |
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11:30 – 13:00 |
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Peer Dialogue on Risk Management and:
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13:00 |
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Meeting Adjourns |
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13:00 – 14:-00 |
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Optional Group Networking Lunch |
*** Business casual attire for meeting ***