Executive Council '14 - February 2019


Wednesday, February 6, 2019 - 6:30pm to Friday, February 8, 2019 - 12:00pm


The FOX Executive Council '14 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


Host: Family Office Exchange


Salt Lake City, UT


Wednesday, February 6, 2019




6:30 p.m.


Optional/Casual Dinner




Thursday, February 7, 2019




8:30 a.m.






9:00 a.m.


Welcome & Introductions




9:30 a.m.


HR: Ask the Experts

Two seasoned family office HR Professionals will lead the group in a Q & A session on your biggest HR challenges, submitted in advance of the meeting as prework.




11:30 a.m.






11:45 a.m.


Key Internal Controls to have in place to Combat Current Cybersecurity Threats

Experts will discuss current cybersecurity threats affecting family offices and the key internal controls you need to have in place to mitigate the risk.




12:45 p.m.


Lunch and Group Discussion of Key Internal Controls Session




1:30 p.m.


Executive Dialogue




3:00 p.m.






3:15 p.m.


Investment Discussion: Asset Allocation Benchmarking
Kristi Kuechler, Managing Director, Family Office Exchange

Kristi will share an overview of the asset allocation and performance data from the FOX Senior Chief Investment Officer Council and outline the state of the industry related to investment service delivery, from reliance on internal vs. outsourced CIOs to preferences for active vs. passive strategies and use of external investment managers.




4:15 p.m.


Group Discussion of Council Investment Surveys




5:15 p.m.






6:30 p.m.


Council Dinner 




Friday, February 8, 2019




8:30 a.m.






9:00 a.m.


Phase II: Aged Healthy Wealth & Wise

Continuing the conversation that started at the last meeting with Covie’s compelling presentation, we will explore some of the strategies that family office staff can consider for managing client relationships that are impacted by dementia and other health concerns.




10:00 a.m.






10:15 a.m.


Group Discussion of Phase II: Aged Healthy Wealthy & Wise




10:45 a.m.


Executive Dialogue


11:45 a.m.


Key Takeaways, Profiles of Members who would Enrich the Council, and Topics for the Next Meeting




12:00 p.m.


Meeting Adjourned

*** Business casual attire for meeting ***