Americas Family Enterprise Council - June 2017


Monday, June 26, 2017 - 6:30pm to Wednesday, June 28, 2017 - 12:30pm

FOX Americas Family Enterprise Council - June 2017

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.

  • Agenda


Host: Family Office Exchange

Miami, FL


Monday, June 26, 2017


6:30 p.m.


Optional/Casual Dinner

  • Venue TBD



Tuesday, June 27, 2017

8:30 a.m.



9:00 a.m.


Welcome and Introduction to the Americas Family Enterprise Council

Facilitated by: Sara Hamilton, Founder and CEO, Family Office Exchange

9:30 a.m.


Participant Introductions

Facilitated by: Alexandre Monnier, President and Miguel López de Silanes, Former Madrid Family Office Executive and Market Leader for Europe and Latin America, Family Office Exchange

One of the primary goals of this Council is to provide you with an opportunity to meet and learn from your peers.  In this session, we will ask you to introduce yourself, your family and share a bit about your goals.

10:45 a.m.


Networking Break

11:00 a.m.


Cultivating a Family Enterprise Mindset
Sara Hamilton, Family Office Exchange
Families with an enterprise mindset recognize the complexity of all that they own together and understand the importance of managing their business, financial, human and social capital in a thoughtful and intentional way for the good of the entire family.  In this session Sara will outline FOX’s Family Enterprise Roadmap which is designed to help you organize your thinking and your resources to develop a family enterprise plan.  

12:15 p.m.



 1:30 p.m.


Pitcairn Family Case Study -
"The Evolution of Pitcairn over the Generations"

Dirk Jungé, 4th Generation member of the Pitcairn family and Chairman of Pitcairn Company

Dirk is a descendant of John Pitcairn Jr., an American industrialist who founded the Pittsburgh Plate Glass Company (PPG), an early industry innovator which quickly grew into the largest manufacturer of plate glass in the United States, and amassed one of the largest fortunes in the United States at the time.  He will share his family story, from glass manufacturing to helping multigenerational families sustain themselves across the generations.  It’s a story of re-engagement, re-invention, re-investment, and re-passioning.   


2:30 p.m.




2:45 p.m.            


Key Factors in Fostering Entrepreneurship in the Family Enterprise

Presented by Miguel López de Silanes, Family Office Exchange

Miguel will share his own experiences in mentoring entrepreneurship and the latest research from leading university programs on the factors that keep the entrepreneurial spirit alive in the family.  Along with FOX, Miguel will share case study examples of each of the following:

  • Guiding principles of entrepreneurial families
  • Role of values and culture in family enterprise success
  • Attitudes and behaviors of successful entrepreneurs in family enterprises


3:45 p.m.


Networking Break


4:00 p.m.


Cross Border Trends and Issues
Helmer Arizmendy, Latin America Region Head, Lombard International
Prior to the U.S. presidential election all the buzz was around moving assets and trust structures back to the US to protect the privacy of families. Following the election, and in light of pronouncements made by the Trump Administration, the focus of many families shifted to (i) visa issues and making sure their US activities and presence are compliant; (ii) accelerating the decision to apply for a Green Card or citizenship; and (iii) some concerns related to whether assets in the US could be subject to an asset freeze, thus reversing some asset flow back to Europe.  While there have been no pronouncements of pending significant changes in tax laws applicable to non-residents, many families are adopting a more conservative approach to their US tax posture.  


5:00 p.m.


Meeting Adjourned


6:30 p.m.


Council Dinner

  • Venue TBD



Wednesday, June 28, 2017


8:30 a.m.




9:00 a.m.


2017 FOX Global Investment Survey Results

The 2017 Global Investment Survey, which considers the asset allocation and performance, investment opportunities for 2017, and active vs. passive investing trends of family offices around the world.


10:00 a.m.


Networking Break


10:15 a.m.


Peer Discussion Between Council Members “Top of Mind” Issues 

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, and comparing them with key issues that other FOX members are focusing on.




Key Take-Aways from the Meeting and

Topics for the Next Council Meeting Agenda

  • December 5-6, 2017 in Miami


12:30 p.m.


Meeting Adjourns

  • Optional Lunch Group for those who can stay


*** Business casual attire for meeting ***