Executive Council '04 - September October 2020 Virtual Meeting


Wednesday, September 30, 2020 - 10:00pm to Thursday, October 1, 2020 - 3:30pm


This Virtual Meeting will be held through the use of appropriate technology.  Meeting link will be sent via an Outlook Meeting Invite and is also available on the FOX website, viewable only to Executive Council '04 members and FOX staff.


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.

During these challenging times Executive Council '04 virtual monthly meetings will provide an opportunity for Executive Council members to support each other, share best practice and FOX can bring occasional speakers of interest to you. 

  • Agenda



Wednesday, September 30, 2020


10:00 a.m.



Sara Hamilton, Founder, CEO, Glen W. Johnson, Chief Operating Officer, and Scott Winget, Family Enterprise Market Leader, Family Office Exchange






10:10 a.m.


Holding Difficult Conversations and Building Consensus in Families

Jeff Strese, Strese Consulting

Some conversations just aren’t easy, and family systems add-on their own unique challenges. We’ll discuss principles in family dynamics and how it relates to decision-making, will explore emotional intelligence, and will learn about navigating difficult conversations and how to lead a family toward agreements and decisions.






11:00 a.m.


Peer Discussion

Facilitated by Sara Hamilton, Glen W. Johnson, and Scott Winget, FOX






11:30 a.m.


Mid-Day Break (2-hours)






1:30 p.m.


Experiences with Sudden Death and Second-to-Die Events

The death and loss of a matriarch, patriarch or other family member creates great loss and grief for the family as well as the office. Succession and leadership issues along with the administrative tasks and responsibilities can create confusion and chaos. In this session, council members will share their personal stories and best practices relating to the passing of a family member, the planning done prior and also work needed afterwards to best navigate these difficult issues.






2:30 p.m.


Executive Peer Dialogue

Facilitated by Sara Hamilton, Glen W. Johnson, and Scott Winget, FOX






3:30 p.m.


Day 1 Meeting Adjourned






Thursday, October 1, 2020



10:00 a.m.


FOX Value Proposition and Fee Allocation Study

Scott Winget and Sara Hamilton, FOX

Panel of Participants and Sponsors

You know you provide value. But do your clients see it? Our new FOX proprietary study will help you more meaningfully articulate the office’s value by aligning it with what your clients and family leaders’ value. In this group Q&A session, we’ll discuss how to deliver a clear and compelling message about your value, as well as different fee allocation models applied. We’ll also share themes and variances we discovered, based on office profiles as defined by data regarding size, complexity, family philosophies and service models.




11:30 a.m.


Mid-day Break (2-hours)




1:30 p.m.


Executive Peer Dialogue

Facilitated by Sara Hamilton, Glen W. Johnson, and Scott Winget, FOX




3:00 p.m.


Wrap up and Next Steps

Facilitated by Glen W. Johnson and Scott Winget, FOX

  • Key takeaways and topics for Next Meeting


  • Profiles of members who would enrich the Council




3:30 p.m.


Meeting Adjourned