Americas Family Enterprise Council - November 2017


Tuesday, November 28, 2017 - 6:30pm to Thursday, November 30, 2017 - 2:30pm


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


Four Seasons Hotel Miami
1435 Brickell Avenue / Miami, FL

Meeting Room: Key Biscayne


Tuesday, November 28, 2017

6:30 p.m.


Optional/Casual Dinner

Valentia Mediterranean

  • 1450 Brickell Ave.
  • Reservation name:  Family Office Exchange
  • 2 minute walk from the hotel via SE 14th Terrace
  • Seating in upstairs private dining room

Wednesday, November 29, 2017

8:30 a.m.



  • Served in the 14 Thirty Five Room

9:00 a.m.


Welcome and Introductions

Alexandre Monnier, President, Family Office Exchange

Participants will briefly share “news” from their enterprises since the last meeting.

9:30 a.m.


Family Enterprise Governance

Sara Hamilton, Founder and CEO, Family Office Exchange

As the family grows, decision-making moves from the dining table to the board room, and the family needs to formalize their decision-making process in a formal governance structure. In this session, Sara will outline the benefits of a formal governance system, the importance of developing a decision-making process that is trusted, and share sample governance structures that are designed to grow with the family.

11:00 a.m.


Networking Break

11:15 a.m.


Best Practice Case Study: Family Governance of a 7th Generation Family

Francesco D'Amico, Managing Director, Quilvest Switzerland Ltd.

The Bemberg family’s corporate and family governance structures have survived and thrived for generations because they are aligned with the family’s key guiding principles.  Francesco will share this family’s approach to building a trusted governance system along with their lessons learned from decades of practice.

12:45 p.m.



  • Served in the 14 Thirty Five Room

2:00 pm


2017 FOX Family Benchmarking Study Highlights

Alexandre Monnier and Miguel López de Silanes, Family Office Exchange

FOX surveys its members each year to understand what’s keeping them awake at night and where they’re investing their time and talent to further the goals of the families they serve. In this session, Alexandre and Miguel will share some of the highlights from this summer’s family benchmarking survey.

3:30 p.m.


Peer Dialogue

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.

5:30 p.m.


Meeting Adjourned

6:30 p.m.


Council Dinner

PM Fish & Steak House

  • 1453 S. Miami Ave.
  • Reservation name:  Family Office Exchange
  • 5 minute walk from the hotel

Thursday, November 30, 2017

8:30 a.m. 



  • Served in the 14 Thirty Five Room

9:00 a.m.


Family Learning: Engaging and Educating the Rising Generation

Sara Hamilton, CEO and Founder, Family Office Exchange

Greg McCann, Founder, McCann & Associates

Every family struggles to prepare younger family members for the responsibilities of wealth. In this session, Sara and Greg will share key takeaways from this summer’s Family Learning Focus Group where leading industry educators and family office Chief Learning Officers discussed the challenges they face and what they need to prepare the rising generation. In addition, Sara and Greg look forward to having a conversation about your family learning needs and how the FOX Family Learning Center can help.

10:30 a.m. 


Networking Break

11:00 a.m.


Economic and Investment Perspectives 2018

Alejo Czerwonko, Ph.D., Director Emerging Markets Investment Strategy, UBS Wealth Management


12:30 p.m.


Key Takeaways from the Meeting and Topics for the Next Meeting

1:00 p.m. 


Meeting Adjourns

1:15 p.m. 


Optional Lunch for those who can stay

  • Served in the 14 Thirty Five Room


*** Business casual attire for meeting ***