Executive Council '04 - September 20-22, 2021 Meeting - Scottsdale Meeting


Monday, September 20, 2021 - 6:30pm to Wednesday, September 22, 2021 - 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.

For information about joining this Council, contact us by email or call 312-327-1247.


  • Agenda



Monday, September 20, 2021

6:30 p.m.


Casual/Optional Dinner 

  • Private Dining.  Reservation under Family Office Exchange / FOX

Tuesday, September 21, 2021

8:15 a.m.



9:00 p.m.


Council Chairs: Scott A. Winget, Enterprise Market Leader and Glen W. Johnson, Chief Operating Officer, FOX

9:30 a.m.


How to Build a Family Office that Lasts
Ben Francois, Principal, BanyanGlobal

Positioning a family office to last for multiple generations requires careful planning. We believe that the power to sustain a family office comes from how its owners’ exercise five core rights that influence virtually every aspect of the enterprise. In this session, we will describe these five rights and talk about the choices that they bring with an emphasis on designing a successful executive transition.

10:30 a.m.



10:50 a.m.


Executive Peer Dialogue
Facilitated by Scott A. Winget and Glen W. Johnson, FOX

11:50 p.m.



  • Served in the Sunset Room (behind meeting area)

1:00 p.m.


Case Study Discussion:  Relationship Manager (MFO) Model

As offices move into serving later generations and a greater number of independent households, they often begin to resemble a multi-family office in various ways.  As such, their service and staffing models evolve, and they consider how best to serve their clients efficiently and effectively.  Member 1 and Member 2  will discuss their offices’ evolutions and how their delivery models and staffing evolved to serve their families, adding relationship managers as their family clients’ main point of contact.

2:00 p.m.



2:20 p.m.


Enterprise Policies and Guidelines
Scott Winget, Enterprise Market Leader, FOX

As family enterprises and related businesses mature, they often find it necessary to create guidelines and policies to set expectations and create fairness around owner interactions, including dividends and distributions, family employment and family exits.  As an interim sneak-peak into a new FOX study, Scott will be discussing practices and insights identified by members and others as to how families handle these matters. 

3:20 p.m.



3:40 p.m.


Executive Peer Dialogue
Facilitated by Scott A. Winget and Glen W. Johnson, FOX

4:45 p.m.


Day 1 Meeting Adjourned

5:30 p.m.


Board Bus for Council Dinner

6:00 p.m.


Council Dinner

9:00 p.m.


Board Bus for Return

Wednesday, September 22, 2021

8:15 a.m.



9:00 a.m.


Welcome Back
Scott A. Winget and Glen W. Johnson, FOX

9:15 p.m.


Long-Term Incentive Programs
Eric Gonzaga, Principal, Human Capital Services, and
Rob Storrick, Senior Manager, Human Capital Services, Grant Thornton

Family offices are getting more and more sophisticated, with complex structures and investment platforms similar to that of institutions.  Attracting the talent to deliver and manage those models and platforms demands a compensation package that is competitive with other professional firms.  Eric Gonzaga will discuss how the industry has changed and compensation packages at family offices have evolved to meet those needs.

10:15 a.m.



10:35 a.m.


Family Office Benchmarking Sneak Peak
Glen W. Johnson, FOX

A preview of the 2021 FOX Family Office Benchmarking Study.

11:00 p.m.


Additional Dialogue and Meeting Wrap Up
Facilitated by Scott A. Winget and Glen W. Johnson, FOX

  • Any additional questions for the group can be addressed
  • Planning overview for 2022 meetings

11:55 p.m.


Day 2 Meeting Adjourned 

12:00 p.m.


Optional Lunch