Family Enterprise Best Practice Roundtable - Sydney


Tuesday, February 25, 2014 - 7:00pm to 10:00pm
Taking the Enterprise View

As the scope of a business-owning family’s activities expand and the family grows across generations, the organic shift from a business-centric family to a family-centric enterprise or “family enterprise” begins. The family is faced with the issue of how to preserve the family wealth and well-being beyond the first generation. Contrary to popular belief, it isn’t the size of the fortune that determines a family’s ability to build a successful family enterprise. Instead, family members must have a shared outlook that is characterized by a long-term view and rooted in a common sense of purpose, together with a proven set of behaviors and practices that enable success.

In this session we:

- Explain what “taking the long-term view” means

- Document characteristics of a successful enterprise family 

- Describe the Family Enterprise Framework and identify 24 corresponding building blocks

- Provide an assessment tool that can be utilized to develop an action plan to strengthen the family enterprise


Note: Register online or email Alexander Hayward.


Cambooya Services Pty. Limited
Address will be provided with you
registration confirmation.
Sydney  NSW  2001
  • Agenda
  • Speakers


01.00 - 01:15pm                Welcome and Introduction
01.15 - 02.15pm                Presentation: Taking the Enterprise View
02.15 - 03.00pm                Current Trends and Challenges
03.00 - 03.30pm                Q&A and Peer Exchange
03.30 - 04.00pm                Networking Coffee 


Due to high demand, this meeting will be held both in Sydney (25 February) and in Melbourne (27 February).

Speaker: Alexandre Monnier, President, Family Office Exchange

Alexandre Monnier is President of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership.  He oversees FOX globally and has extensive experience in creating, marketing, and delivering premium services to families of wealth in the wealth management, private aviation and healthcare industries – in the US and internationally.

He joined FOX from PinnacleCare, a leader in private health advisory services, where he led the development of the business in the U.S. and in Europe.  Earlier Alexandre ran Skyjet, Bombardier Aerospace’s private jet charter business.  Previously he spent 10 years as a management consultant serving firms internationally.  He started his career in finance with Societe Generale.

Alexandre is a graduate of ESCP Europe, one of Europe’s leading business schools.  He has been a member of Young Presidents’ Organization since 2005.