EC'04: Executive Council Joint Meeting - February 28 - March 2, 2023 - Naples, FL Meeting


Tuesday, February 28, 2023 - 6:00pm to Thursday, March 2, 2023 - 12:00pm

To register for this council meeting, please contact Ken O'Young at


The FOX Executive Council '04 is comprised of CEOs of the largest, most sophisticated multi-generational family offices in the U.S. pursuing the best practices for complex family enterprises.  The purpose of this council is to elevate the professional and personal performance of these executives and therefore 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.

For information about joining this Council, contact us by email or call 312-327-1247.

  • Agenda
  • Meeting Presentations



Tuesday, February 28, 2023

5:30 p.m.


Arrival Dinner




Wednesday, March 1, 2023

8:15 a.m.






9:00 a.m.


Welcome and Introductions

Gaby Griffin, Managing Director, Council Membership and Stephanie Simmons, Director Relationship Manager, FOX

  • Guest and introductions of each council member
  • Agenda Review




10:00 a.m.




FOX Update

Peter Moustakerski, CEO, FOX

As FOX continues in its evolution, Peter will provide the group an update on the direction of FOX, including recent improvements and developments, current initiatives, and future plans to support the family office and family enterprise of tomorrow.




10:45 a.m.




11:00 a.m.




Family Office Industry:  Support and Regulation Update

Brian Reardon, Private Investors Coalition (PIC)

PIC is the recognized authority on Legislative and Regulatory issues affecting single family offices (“SFOs”) and serves as the primary resource for disseminating information on legislative, regulatory and compliance issues impacting SFOs. We’ll hear about what family-office issues PIC is currently most focused on, and how it is working to support and promote offices and their interests of greatest concern and importance.  

12:00 p.m.






1:00 p.m.




Insurance Captives Case Study

Council Member

Council Member will review the insurance captive that his office recently created. He will discuss why they pursued it, what it has taken to set up, license and operate it, what risks they’re currently covering, and what’s coming next.  




2:00 p.m.






2:15 p.m.


Cyber Security and Data Protection

Colin Taggart, Principal, CISSP, CISA, CPA, Plante Moran

We all face increasing and incessant threats from attacks by hackers, spammers, cybercriminals, as well as from the mishandling of data by partner vendors. Family offices are on the front line of defense and need to be vigilant in protecting their data, assets, and clients. Colin will discuss technologies, processes, and methods you might consider to better protect the enterprise.




3:15 p.m.






3:30 p.m.




Family Transitions

Mindy Earley, Chief Learning Officer, FOX

Every successful family must prepare for its own leadership transitions from generation to generation. That means preparing the entire family, including the rising, older, and middle generations.  Mindy will discuss questions, considerations, best practices, and how the family office can support constructive evolutions.




4:30 p.m.


Day 1 Wrap-Up




4:45 p.m.


Day 1 Meeting Adjourned




5:30 p.m.


Council Cocktails and Dinner




Thursday, March 2, 2023

8:15 a.m.






9:00 a.m.


Welcome Back




9:15 a.m.


Executive Peer Dialogue

Gaby and Stephanie facilitating

Members will share and discuss their 2023 key initiatives, goals and peer questions, as submitted prior to the meeting.  In addition, the group will discuss any questions or ideas arising from the prior days.




10:15 a.m.


Morning Break




10:30 a.m.


Executive Peer Dialogue (continued)

Gaby and Stephanie facilitating




11:45 a.m.


Wrap-Up & Preparations for Future Meetings

  • Additional questions for the group to address
  • Planning for the next meeting(s)




12:00 p.m.


Council Meeting Adjourned




12:00 p.m.


Optional Lunch