Executive Council '04 - Ft. Lauderdale, FL


Tuesday, March 10, 2015 - 6:30pm to Thursday, March 12, 2015 - 2:00pm
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.

  • Agenda

Host: WLD Enterprises, Inc.
Meeting Location: WLD Enterprises, Inc.


Tuesday, March 10, 2015

5:45 p.m.


Optional Dutch Treat Dinner(Council Members and Guests)


Wednesday, March 11, 2015

8:30 a.m.


Continental Breakfast




8:50 a.m.



Mariann Mihailidis, Managing Director, Family Office Exchange




9:00 a.m.


WLD Reorganization




10:00 a.m.


Executive Dialogue

Facilitated by Mariann Mihailidis, Family Office Exchange 




11:00 a.m.






12:15 p.m.






1:15 p.m.


Human Resources Best Practices and Performance Reviews




2:30 p.m.






2:45 p.m.


Council Working Session –
Creating Best Practice Processes for Onboarding New Employees

Goal:  To create best practice process for onboarding new employees    




4:30 p.m.


Meeting Adjourned




5:30 p.m.


Cocktails and Dinner (Council Members and Guests)


Thursday, March 12, 2015

8:30 a.m.


Continental Breakfast followed by Art Tour




10:00 a.m.


Executive Dialogue (Continued)

Facilitated by Mariann Mihailidis, Family Office Exchange 




12:00 p.m.






1:00 p.m.


Board Assessment




2:00 p.m.


Next Steps




2:15 p.m.


Meeting Adjourned

*** Business casual attire for meeting ***