Australia Family Enterprise Council September 2018


Monday, September 17, 2018 - 6:30pm to Tuesday, September 18, 2018 - 6:30pm


The FOX Family Enterprise Council is comprised of family leaders and trusted executives pursuing a long-term view of their enterprise.  It provides a place where members can find a highly select group of peers with whom to help define and refine the work they do.  They have similar goals, challenges and can make a meaningful contribution to this growing community of peers.

The purpose of this council is to elevate the professional and personal performance of family leaders and their most trusted advisors in order to enhance the operation of the broader family enterprise and long term well-being of the family.

The work of the Council is guided by two experienced FOX relationship managers, supported by research, case studies, Council peers, and outside subject matter experts to help address the needs of that Council.  Critically selected speakers from the Council and other FOX groups provide the educational programs that enhance the peer exchange.


  • Agenda


Host: Family Office Exchange


Monday, 17th September 2018

6:30 p.m.


Council Cocktails and Dinner


Tuesday, 18th September 2018 / All Day Meeting

8:00 a.m.


Breakfast and Welcome




8:45 a.m.



Council Member Peer Exchange

Facilitated Discussion: Family Office Exchange Managing Director Charlie Grace and Australia New Zealand Market Leader Peter Roach

  • Participants set forth top 3-5 issues in advance to spur discussion
  • Issues occupying the minds of owners and senior staff (examples: enterprise boards and governance, generational transition, next generation education, portfolio strategies for volatile markets, etc.)




11:30 a.m.


Building Blocks for an Investment Program and Sustainability of Wealth




12:30 p.m.


Lunch / Networking




1:30 p.m.


Tackling Enterprise Risk Across the Family, Business, Foundation and Family Office and Risk Mitigation




2:45 p.m.


Afternoon Tea / Networking




3:00 p.m.


Building a 10-Year Strategic Plan for the Family

4:00 p.m.


Wrap-up, Key Takeaways and Next Steps for the Council




5:00 p.m.


6:00 p.m.


Formal Meeting Adjourned

  • Member Networking Drinks


*** Business casual attire for meeting ***