Executive Council '04 - Seattle - October 7 & 8


Tuesday, October 7, 2014 - 1:00pm to Wednesday, October 8, 2014 - 7:00pm
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



Monday, October 6, 2014

3:30 p.m.


Optional Marine Tour  (Spouses Invited)




6:30 p.m.


Optional Dutch Treat Dinner and Cocktails (Spouses Invited)


Tuesday, October 7, 2014

8:00 a.m.


Continental Breakfast (In Meeting Room: #48-20)






8:30 a.m.



Mariann Mihailidis, Managing Director, Family Office Exchange






8:35 a.m.


Family History: Progeny 3, Inc. - Fred R. Smith Family






9:10 a.m.


Executive Dialogue & Trends Insight from former Council Members

Facilitated by Mariann Mihailidis, Family Office Exchange

(Break at 10:30 a.m.)







12:00 p.m.


Lunch (In Meeting Room: #48-20)







1:00 p.m.


Technology Security





3:00 p.m.








3:15 p.m.


Trends in The Performance Review Process






5:15 p.m.








6:30 p.m.


Cocktails and Dinner



Wednesday, October 8, 2014

8:30 a.m.


Continental Breakfast (In Meeting Room: #48-20)




9:00 a.m.


Family History:  Nahwatzel LLC - Reed/Simpson Family






9:30 a.m.


Council Working Session – Follow up from last meeting. - Creating Best Practices for Building a Strategic Family Communications Plan

Goal:  To finalize best practices in family communication from the family office perspective.




10:30 a.m.   Break




10:45 a.m.


Council Working Session – Creating Best Practices for Building a Family Office Executive Succession Plan

Goal:  To create best practices in creating an effective family office executive succession plan internally and externally.      




12:30 p.m.


Working Lunch (In Meeting Room: #48-20)




1:30 p.m.


Next Steps




2:00 p.m.



*** Business casual attire for meeting ***