Financial Executive Council - July 17-18, 2017 - Chicago, IL


Monday, July 17, 2017 - 12:00pm to Tuesday, July 18, 2017 - 10:45am

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
Host: Family Office Exchange
Monday, July 17, 2017
12:00 p.m. Lunch
1:00 p.m. Case Study: Lessons Learned from Family Surveys
2:00 p.m. Executive Dialogue
3:00 p.m. Break
3:15 p.m. Executive Dialogue continued
5:00 p.m. Meeting Adjourned
6:00 p.m.  Council Dinner
Tuesday, July 18, 2017 
8:00 a.m. Breakfast
8:30 a.m. Case Study: Restructuring the Office to Meet the Family’s Changing Needs 
9:30 a.m. How to Conduct a Successful Interview: Best Practice Techniques and Tips
10:30 a.m. Topics for Next Meeting
10:45 a.m. Adjourn to Attend Financial Executives Forum
*** Business casual attire for meeting ***