Overview
The FOX Family Enterprise Council is composed of family leaders and trusted executives pursuing a long term view of their family enterprise.
The purpose of this council is to elevate the professional and personal performance of these participants in order to 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
MEETING LOCATION
Miami, FL
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Wednesday, April 25, 2018 |
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8:30 a.m. |
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Breakfast |
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9:00 a.m. |
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Welcome and Introductions Alexandre Monnier, President, Family Office Exchange Participants will briefly share “news” from their Enterprises since the last meeting. |
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10:30 a.m. |
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Networking Break |
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11:00 a.m. |
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Direct Investing Trends Presented By: Alexandre Monnier and Miguel López de Silanes, Family Office Exchange Most FOX families engage in direct investing, and 120+ families belong to the FOX Direct Investing Network where they engage with peers on this topic. Alexandre and Miguel will share some of the trends FOX is seeing in this network – from the most popular sectors and sources of deal flow to the challenges of managing direct investments – and will facilitate a discussion about the direct investing issues that are top of mind for the group. |
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12:30 p.m. |
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Lunch |
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2:00 p.m. |
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Family Case Study |
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3:30 p.m. |
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Peer Dialogue Facilitated by: Alexandre Monnier and Miguel López de Silanes, Family Office Exchange Facilitated discussion about the issues that are top of mind for the group. |
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5:30 p.m. |
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Meeting Adjourned |
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6:30 p.m |
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Council Dinner
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Thursday, April 26, 2018 |
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8:30 a.m. |
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Breakfast |
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9:00 a.m. |
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FOX Foresight – The Voice of the Wealth Owner Presented By: Alexandre Monnier and Miguel López de Silanes, Family Office Exchange FOX Foresight keeps FOX members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts over the last year. |
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10:30 a.m. |
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Networking Break |
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11:00 a.m. |
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When and How to Tell the Children about the Wealth One of the top concerns voiced by FOX families is their desire for the wealth not to ruin their children, and many struggle to know when and when to have “the conversation”. In this session, the speaker will share various age-appropriate approaches and strategies to consider to ensure that this is a positive experience for your family. |
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12:30 p.m. |
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Key Takeaways from the Meeting and Topics for the Next Meeting |
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1:00 p.m. |
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Meeting Adjourns |
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1:00 p.m. |
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Optional Lunch for those who can stay
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*** Business casual attire for meeting ***