Executive Council '04 Meeting - February 27 -29, 2024 - Coral Gables, FL Meeting
Overview
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 312-327-1241.
Agenda
General Timing
Tuesday, February 27, 2024
- Arrival Dinner: 6 pm EST
Wednesday, February 28, 2024
- Full-Day Meeting: 8:00 am to 5:00 pm EST
- Council Cocktails and Dinner: 6:00 pm EST
Thursday, February 29, 2024
- Half-Day Meeting: 8:00 am to 12:00 pm EST
- Optional or To-Go lunch
Member Agenda
AGENDA
Hotel Colonnade
180 Aragon Ave., Coral Gables, FL
All times listed are Eastern Standard Time
Tuesday - February 27, 2024 |
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6:00 p.m. |
Council Casual/Arrival Dinner
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Wednesday – February 28, 2024 |
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8:15 a.m. |
Breakfast
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9:00 a.m. |
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Welcome Gaby Griffin, Managing Director, Council Membership, and Kent Lawson, CTO & Director of Technology Integration Services, FOX
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9:15 a.m.
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Executive Peer Dialogue /What’s Top of Mind Facilitated by Gaby and Kent, FOX
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11:00 a.m. |
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Break |
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11:15 a.m.
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Succession Stories: Lessons Learned from Former Family Office CEOs Jane Flanagan, Director of Family Office Advisory, Northern Trust / Global Family & Private Investment Offices While succession is a normal healthy part of every family’s evolution, few family offices have written succession plans. Why is this? Many avoid the topic because change is scary, and the idea of life without their trusted family office leader is difficult to imagine. With so many families facing leadership transitions – in their families, businesses, and family offices – Northern Trust’s Global Family Office Practice set out to demystify this process by interviewing 32 former family office CEOs to collect their “succession stories.” This conversation with Jane will include the highlights of Northern Trust’s research with over 100 families. |
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12:15 p.m. |
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Lunch
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1:30 p.m.
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Navigating the Hardest Personal Insurance Market in a Generation Kelley Beach, Managing Director, Marsh McLennan Agency Private Client Services Weather trends and other factors have contributed to a significant shift in the personal insurance marketplace. How are family offices responding to these changes? This conversation with Kelley will include highlights from Marsh McLennan Agency’s 2024 Family Office Benchmarking Study. |
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2:30 p.m. |
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Combine a Top-Down and Bottom-Up Approach to Strategic Planning and Cash Flow Management Jeff Coyle, Founder & CEO, Libretto While a family’s mission and strategy are typically applied from the top down, the success of the plan ultimately depends on the households and individuals comprising each generation. Can we improve family outcomes by refining the strategy from the bottom up? Yes – strategic planning at the household level can identify cash flow requirements before they occur, enabling the family office to proactively adjust investments and liquidity to accommodate each household’s unique needs. In this session, Jeff Coyle, founder of Libretto and former advisor with 25+ years of experience managing UHNW clients, will present a framework for engaging each household in a strategy process that connects their needs back to the family enterprise. This process enables the family office to address the needs of each generation while managing the complex liquidity and cash flow requirements of the family enterprise. |
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3:30 p.m. |
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Break |
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3:45 p.m. |
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Executive Dialogue - continued Facilitated by Gaby and Kent, FOX |
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4:45 p.m. |
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Day 1 Wrap-Up |
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5:00 p.m. |
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Day 1 Meeting Adjourned |
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6:00 p.m. |
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Council Cocktails and Dinner
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Thursday – February 29, 2024 |
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8:15 a.m. |
Breakfast
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9:00 a.m. |
Welcome Back |
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9:15 a.m. |
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Best Practices & Trends in Private Staffing Peter Mahler, Founder & CEO, Mahler Enterprises Leveraging Mahler Private Staffing’s 30-year expertise in conducting discreet searches, Peter will speak to innovative retention and incentives for top-tier private staff. Peter will also highlight recent trends in security. |
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10:15 a.m. |
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Morning Break |
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10:30 a.m. |
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Final Peer Dialogue & Wrap-Up. Preparations for Future Meetings
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11:30 a.m. |
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Council Meeting Adjourned |