Financial Executive Council, Florida January 2014


Thursday, January 30, 2014 - 3:45pm to Friday, January 31, 2014 - 7:30pm

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


Thursday, January 30, 2014
3:45 p.m.  

Tour of Amway Center

6:00 p.m.   Dutch Treat Dinner
Friday, January 31, 2014
8:00 a.m.   Breakfast
8:30 a.m.  

Protecting Your Family’s Information Assets

10:30 a.m.  

Roundtable discussion on Make or Buy for Family Office Services

12:00 p.m.   Lunch
1:00 p.m.  

2013 Accomplishments and 2014 Goals Discussion

2:00 p.m.   Break
2:15 p.m.  

Executive Dialogue

4:30 p.m.  

Review, Evaluation, Agenda for July 2014 Council Meeting

5:00 p.m.   Adjourn
6:30 p.m.   Dinner – provided by host
7:30 p.m.   Orlando Magic Basketball Game (vs. Milwaukee Bucks)


*** Business casual attire for meeting ***
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