Executive Council '04 - October 2018


Tuesday, October 9, 2018 - 6:00pm to Thursday, October 11, 2018 - 12:45pm


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


 Boston, MA

Tuesday, October 9, 2018


  6:00 p.m.

Optional / Casual Dinner





Wednesday, October 10, 2018






8:00 a.m.








8:30 a.m.








8:45 a.m.


Family Expectations - How SFOs Should Respond to the Changing Standards around Client Experience

The best experience you have anywhere, is the experience you expect everywhere. This is true for your client families, and for the employees who serve them.  This presentation will tie together the elements of future experience expectations and define how both families and their SFOs can prepare.






10:00 a.m.








10:15 a.m.


Executive Dialogue

Facilitated by Mariann Mihailidis, Managing Director,
Family Office Exchange






12:15 p.m.


Lunch & "Reflections from Wise Council Members"






1:30 p.m.


Difficult Interactions – People and Situations


Council members will share short case studies that illustrate how difficult interactions, whether they be due to individuals who are challenging or life situations that inherently stressful, have been manifested in their families.  Focus will be placed on mitigating strategies employed to assuage the conflict, both practical and philosophical.






3:00 p.m.








3:15 p.m.


Fast Forward – Communication Strategies Then & Now

Paula Wichlacz, President, Paula’s Writing WORKS LLC

How has the communications framework established in 2014 helped your family office improve communications with family members, staff and advisors? During this interactive workshop, we will assess our progress, share best practices and identify improvement opportunities.






4:30 p.m.








6:00 p.m.


Council Dinner

  • Cinquecento Roman Trattoria (500 Harrison Ave, Boston, MA)




Thursday, October 11, 2018






8:00 a.m.








8:30 a.m.


Managing Future Uncertainty Using an Opportunity and Risk Framework

Sara Hamilton, Founder and CEO, Family Office Exchange

The FOX research focuses on a process for the family to address future uncertainties, recognizing both known and unknown risks a family may face in the 21st century. Families who can embrace change, seek opportunity, and manage uncertainty will create the most resilient enterprises of the future. The FOX framework profiles the multiple dimensions of the enterprise in relation to family alignment, shared vision, enterprise goals and strategies, governance and leadership talent.  The roadmap will help identify key areas of risk and allow us to discuss mitigation strategies that Council members should consider to counter critical areas of risk.






9:30 a.m.


Executive Dialogue






11:00 a.m.






11:15 a.m.


Robotics and Intelligent Automation Strategy

Danielle Valkner, Partner, PwC Advisory Services LLC

Our experts will shed light on how technology advances will shape the work done in a family office in the near future.  PwC will share how artificial intelligence and machine learning will affect customer service, the finance industry and the multitude of newly digitized services available to clients.






12:30 p.m.


  • Key Takeaways from the Meeting
  • Profiles of Members who would Enrich the Council
  • Topics for the Next Meeting






12:45 p.m.


Meeting Adjourned



*** Business casual attire for meeting ***