Americas Family Enterprise Council - June 2019


Monday, June 3, 2019 - 6:00pm to Wednesday, June 5, 2019 - 2:00pm


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





Miami, FL



Monday, June 3, 2019

7:00 p.m.


Optional Dinner

  • For those interested, Alexandre and Miguel will be hosting an informal dinner prior to the next day’s meeting.

Tuesday, June 4, 2019

8:30 a.m.






9:00 a.m.



Goals of the AMFEC and Participation Introductions/Updates

Facilitated by Alexandre Monnier, President, and Miguel López de Silanes, Market Leader Europe & Latin America, Family Office Exchange




10:00 a.m.









Managing Disruptions and Mitigating Risks in Family Enterprises & Follow-up Discussion

Presented by Miguel Lopez de Silanes and Sara Hamilton, Founder and CEO, Family Office Exchange

Family Enterprises face an increasingly uncertain and risky world owing to developments in the economy, geopolitics, financial markets, technology, and industry competition. We will review how Family Enterprises are navigating this turbulent paradigm by developing a culture of creativity and vitality that allows them to adapt, increase resiliency, and implement a wide range of general and specific strategies to mitigate systemic risks. We´ll also study case studies of how specific families have implemented this.




11:00 a.m.


Networking Break




11:15 a.m.



Successful Family Enterprise Successions:

Case Studies and Lessons learned

2 Council Participants, Coordinated by Miguel López de Silanes

The Participants will share some of their experiences and lessons learned with managing complex succession cases; these short case studies will be followed by a group discussion.




12:30 p.m.






1:30 pm



Family Case Studies: Family Values, Governance Structure and Key Challenges from Two Multi-generational Family Enterprises




3:00 p.m.


Follow-up Discussion on Family Case Study and Peer Dialogue




5:00 p.m.


Meet in Hotel Lobby for Social Program




5:15 p.m.


Social Program

  • To Be Determined




6:00 p.m. through 8:00 p.m.


Council Dinner and Cocktails

  • Venue to be determined

Wednesday, June 5, 2019

8:30 a.m.






9:00 a.m.


Direct Investing Panel & Discussion:

Mini Case Studies from Global Families

3 Council Participants, Coordinated by Miguel López de Silanes

The Participants will share some of their experiences with direct Investing, emphasizing lessons learned on Due Diligence, co-investing, managing the portfolio companies, sector expertise and key successes. The Panel will be preceded by a short introduction on Direct Investing Performance/Asset allocation trends from the recent FOX Global Investment Survey.




10:15 a.m.


Networking Break




10:30 a.m.


Security Management at some of the world´s top Enterprise families

Presented by Mr. David Nicastro, Founder and CEO, Secure Source International

Mr. Nicastro will share the security management practices that have been implemented by top global enterprise families, including the dark web tracking systems and the tailored physical and digital security program and the staff check security program.




11:30 a.m.


Peer Dialogue




12:30 a.m.


  • Key Takeaways
  • Profiles of Members who would Enrich the Council
  • Topics for the Next Meeting




12:45 p.m.


Group Networking Lunch

  • Venue: To Be Determined