Senior Management Council Feb. 22 - 24, 2017

Overview

Wednesday, February 22, 2017 - 6:30pm to Friday, February 24, 2017 - 12:00pm

The FOX Senior Management Council is composed of managers just below the CEO level, of the largest, most sophisticated family offices in the U.S.

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

AGENDA

Wednesday February 22, 2017

6:30 p.m. Casual Dinner

Hosted by Family Office Exchange

Thursday February 23, 2017

8:30 a.m. Breakfast

9:00 a.m. Welcome

9:15 a.m. Self-management & white space: If I am texting in the shower, is that a red flag?

12:15 p.m. Lunch

Post-Election Update

1:30 p.m. Executive Dialogue

3:30 p.m. Break

3:45 p.m. Planning Considerations for the Modern Family

5:00 p.m. Adjourn

6:00 p.m. Council Dinner

Friday, February 24, 2017

8:15 a.m. Breakfast

8:45 a.m. Generational Transitions – One family office case study.

9:45 a.m. Executive Dialogue

11:30 a.m. Next Steps

12:00 p.m. Meeting Adjourned

*** Business casual attire for meeting **