Family Learning & Experience Council - July 2019


Wednesday, July 24, 2019 - 6:30pm to Thursday, July 25, 2019 - 5:00pm


The purpose of this council is to elevate the professional and personal performance of the participants.  Participants will get peer advice, and learn from appropriate experts to improve their performance. 

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




Chicago, IL


Wednesday, July 24, 2019


6:30 p.m.                     Council Dinner


Thursday, July 25, 2019


8:00 a.m.                     Breakfast 



8:30 a.m.                      Welcome and Introductions

Facilitated by FOX


9:00 a.m.                      Case Study: Automating Internal Processes to Enhance the Client Experience

      Presented by Member


Technology is the central nervous system of the family office and can be a powerful change agent. In this session, the speaker will share the approach that his/her office used to leverage a document management system and document workflows to streamline internal processes and enhance the client experience.


10:00 a.m.                    Break


10:15 a.m.                   Training Technicians to Have an Educator’s Mindset

      Presented by Speaker(s)

Embrace the role of “learning champion” in your office! This session will equip technicians with teaching tools to turn family and client interactions into teachable moments. Anyone without a formal education background can gain skills and information to become more comfortable and confident working with younger family members on a path to responsible ownership.  Bring the concepts back to the office and help colleagues to guide, coach and teach with ease.


11:15 a.m.                    Book Discussion: Selected Chapters from


Each Council member will come prepared to discuss the key takeaways from his/her chapter.


12:15 p.m.                    Lunch 


Group Share: What new and creative learning activities and experiences are you planning for your 2019 family meetings? What online resources or industry events have your family members tried/attended since January? Please bring your ideas to share with the group during this lunch discussion.


1:00 p.m.                     Stress-free Pre-nups

      Presented by Speaker(s)

Effective communication is key to ensuring that clients of the office are informed and engaged in the family enterprise. A council member will share the process her office used to create an Annual Client Meeting Report and outline how it has enhanced the communication and relationship between the family and the office.


2:00 p.m.                     Break


2:15 p.m.                     Executive Dialogue

Facilitated by FOX


4:30 p.m.                          

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


5:00 p.m.                         Meeting Adjourns


*** Business casual attire for meeting ***