Financial Executive Council (FEC), Chicago July 2013


Tuesday, July 16, 2013 - 7:00pm to Wednesday, July 17, 2013 - 4:30pm

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


Tuesday, July 16, 2013
2:00 p.m.   Welcome
2:05 p.m.   Review Agenda and Introductions
2:30 p.m.   Internal Controls
4:00 p.m.   Break
4:15 p.m.   Educating the Next Generation
4:45 p.m.   Executive Dialogue
5:30 p.m.   Cocktails and Dinner
Wednesday, July 17, 2013
8:00 a.m.   Breakfast
8:30 a.m.   Trust Administration
9:30 a.m.   Break
9:45 a.m.   Select Tax Issues for Private Investment Partnerships
10:45 a.m.   Executive Dialogue
11:15 a.m.   Winter 2014 Meeting
11:30 a.m.   Adjournment to Financial Executive Forum


*** Business casual attire for meeting ***
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