Financial Executive Council - Chicago, IL


Monday, July 20, 2015 - 1:00pm to Tuesday, July 21, 2015 - 11:30am

The FOX Financial Executive Council is composed of the financial and operational executives working in family offices or family businesses serving families of wealth, specifically CFOs, tax managers, controllers, and those in charge of day-to-day operations. The purpose of this council is to elevate the professional and personal performance of these executives leading to enhanced operation of the family enterprise and long term well-being of the family.

The concentrated day-and-a half long format of the two Council meetings each year allows for in-depth exploration of the issues at hand. Members find this approach to be highly effective in arriving at solutions for the unique issues they face. This intense experience is not available anywhere else in the world.

  • Agenda


Monday, July 20, 2015
1:00 p.m.   Welcome and Introductions
1:15 p.m.   Attendee introductions
1:45 p.m.   Peer Dialogue
2:45 p.m.   Break
3:00 p.m.   The Affordable Healthcare Act
4:00 p.m.   How Family Offices are Educating the Next Generation
6:00 p.m.   Council Dinner – hosted by FOX
Tuesday, July 21, 2015
8:00 a.m.   Treatment of Family Office Expenses,
Tax Deductibility and Billing Issues
9:30 a.m.   Break
9:45 a.m.   Peer Dialogue
10:45 a.m.   Wrap up and Evaluation
11:15 a.m.   Adjourn
11:30 a.m.   Register for Financial Executives Forum (FEF)