Executive Council '14 - Scottsdale, Arizona


Monday, February 9, 2015 - 6:30pm to Wednesday, February 11, 2015 - 1:00pm

  • Agenda


Monday, February 9, 2015

6:30 p.m.


Optional Dutch Treat Dinner (Council Members and Guests Invited)


Tuesday, February 10, 2015

8:30 a.m.






9:00 a.m.


Welcome  and Trends in the Industry




9:30 a.m.


Executive Dialogue

  • Break at approximately 10:30 am




12:30 p.m.






1:30 p.m.


Family Office Structure Discussion among Peers

Group discussion sharing:

  • Office legal structure and how it has evolved over time
  • Service offering and how it has evolved over time




4:30 p.m.


Meeting Adjourned




6:00 p.m.


Cocktails and Council Dinner (Council Members and Guests Invited)


Wednesday, February 11, 2015

8:00 a.m.






8:30 a.m.


IT Security

  • Security in family offices continues to be the number one challenge.  There will be a group discussion about the realistic expectations in small to mid-size offices to reduce the risk and keep systems secure followed by a leading expert’s viewpoint on how you can safeguard your clients from security risks. 




10:00 a.m.






10:15 a.m.


Agile Mentoring: How to Cultivate a Relationship &
Talent in the Family

  • This program will give you a process to understand generational differences.  Building on that understanding, you will be given a framework and tools for creating a mentor relationship.  It will be interactive, involve a case study and enable you to craft an action plan tailored to your needs. 




12:00 p.m.


Next Steps




12:15 p.m.






1:15 p.m.


Meeting Adjourned

*** Business casual attire for meeting ***