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
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- Agenda
AGENDA
Monday, February 1, 2016
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6:30 p.m. |
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Casual Dinner Hosted by Family Office Exchange Too Bizaare |
Tuesday, February 2, 2016
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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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Overview of Member 2015 Accomplishments and 2016 Initiatives Facilitated by Mariann Mihailidis, Family Office Exchange Interactive discussion. All members will give a short overview of your 2015 accomplishments and 2016 initiatives. Limit your discussion to 5 minutes. We will white board topics to come back to in greater detail at this meeting and future meetings. |
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9:45 a.m. |
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Executive Dialogue Facilitated by Mariann Mihailidis |
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12:00 p.m. |
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Lunch
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| 1:15 p.m |
Transformative Giving: The way the world operates today is rooted in networks – to stay ahead of the curve you have to be connected. Being a successful philanthropist or giving well is no different. Our speakerill share her experience on how successful philanthropists flex more than their financial muscle to achieve their goals. The way the world operates today is rooted in networks – to stay ahead of the curve you have to be connected. Being a successful philanthropist or giving well is no different. Our speaker will share her experience on how successful philanthropists flex more than their financial muscle to achieve their goals. |
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| 2:15 p.m. | Break | |
| 2:30 p.m. |
How to Put a Meaningful Family Education in Place As a follow- up to Jolene Godfrey’s education presentation from a previous meeting, we will hear from family member, Bryn Mars, representing the 4th generation of the Foster family in Pittsburgh about how family education in her family was critical to empowering her generation to become independent and productive family members . She will share her perspective as a leader of her generation about what worked, what was missing and what she would change in her family’s educational program. |
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| 3:45 p.m. | Break | |
| 4:00 p.m. |
Estate Settlement
Our speaker will share her experience settling a family member estate. She will discuss the process that needs to be in place to deal with unexpected and expected deaths and lessons learned from her experience. |
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| 5:00 p.m. | Adjourn | |
| 6:00 p.m. |
Council Dinner Hosted by Family Office Exchange |
Wednesday, February 3, 2016
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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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Executive Dialogue Facilitated by Mariann Mihailidis |
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10:30 a.m. |
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Break |
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10:45 a.m. |
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Making your Communication Technology Secure Small offices all struggle to make their communication technology more secure to protect the data. Experts will address how to make everyday communication – electronic signatures, email, text and document sharing safe. |
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11:45 p.m. |
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Wrap up and Evaluation |
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12:00 p.m. |
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Adjourn |
*** Business casual attire for meeting ***