Executive Council '04 - New York, March 2013


Monday, March 18, 2013 - 7:00pm to Wednesday, March 20, 2013 - 4:00pm
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

Hosted by:  Family Office Exchange

Monday, March 18, 2013

7:00 p.m.


Optional Dutch Treat Dinner and Cocktails   (Spouses Welcome)


Tuesday, March 19, 2013

8:15 a.m.


Continental Breakfast




8:50 a.m.



Mariann Mihailidis, Managing Director, Family Office Exchange




9:00 a.m.


Understanding and Minimizing Conflict through Effective Communication




10:30 a.m.






10:45 a.m.


Understanding and Minimizing Conflict … continued




12:00 p.m.






1:00 p.m.


Executive Dialogue

Facilitated by Mariann Mihailidis, Family Office Exchange




 3:00 p.m.






 3:15 p.m.


Executive Dialogue … continued




4:30 p.m.






6:00 p.m.


Cocktails and Dinner (Spouses Welcome)



Wednesday, March 20, 2013

8:00 a.m.


Continental Breakfast




8:30 a.m.


Technology from the Front to the Back




10:30 a.m.






10:45 a.m.


 Private Investor Coalition (PIC) Update




11:00 a.m.


Open Dialogue – Do Hedge Funds Belong in Your Portfolio?




12:00 p.m.






1:00 p.m.


Outsourcing Family Office Services – Issues to Consider




2:00 p.m.


Client Servicing

Facilitated by Mariann Mihailidis, Julie McKinley and Dulcie Truitt

  • Mariann will present FOX Best Practices from MFO and Single family office industry research.   This presentation will be followed by a panel of Council members who are reviewing their client service models and enhancing the structure.  They will discuss their models and lessons learned along the way.




3:30 p.m.


Next Steps




4:00 p.m.


Meeting Adjourned


*** Business casual attire for meeting ***