Executive Council '14 March 15 - 17, 2017

Overview

Wednesday, March 15, 2017 - 6:30pm to Friday, March 17, 2017 - 12:00pm

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

AGENDA

Host: Family Office Exchange

MEETING LOCATION

Phoenix, AZ

Wednesday, March 15, 2017

*4:00 p.m.*		*History Tour*

*5:15 p.m.*		*Board Bus to Dinner*

*5:30 p.m.*		*Bus Departs*

*6:00 p.m.*		Optional / Casual Dinner (Council Members and Guests)

Thursday, March 16, 2017

*8:30 a.m.*		*Breakfast*

9:00 a.m.		Welcome

9:10 a.m.		Overview of Member 2016 Accomplishments and 2017 Initiatives

*10:15 a.m.*		*Break*

10:30 a.m.		Case Study: Engaging the Next Generation

11:30 a.m.		Active Investment – Intellectual Defense

*12:30 p.m.*		*Working Lunch* Post-Election Update

1:30 p.m.		Executive Dialogue

*3:30 p.m.*		*Break*

3:45 p.m.		*Case Studies: Transitioning from a Family Business* *to a Financial Family*

*5:00 p.m.*		*Adjourn*

*6:30 p.m.*		*Council Dinner (Council Members and Guests)*

Friday, March 17, 2017

*8:00 a.m.*		*Breakfast*

8:30 a.m.		Executive Dialogue

*9:30 a.m.*		*Break*

9:45 a.m.		Leadership Styles – Once you know yours, what now?

11:45 a.m.		Topics for the Next Meeting

*12:00 p.m.*		*Meeting Adjourned*

*** Business casual attire for meeting ***