Financial Executive Council - July 2018


Monday, July 16, 2018 - 12:00pm to Tuesday, July 17, 2018 - 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

Swissotel Chicago
323 E Wacker Dr., Chicago


Monday, July 16, 2018




12:00 p.m.






1:00 p.m.


Strategies for Effective Communication across Generations
Heidi Roberts, Founder, Spectrum Coaching and Consulting

Understanding your own communication style is the first step to improving your communication with others. Heidi Roberts, a family learning officer who has extensive experience administering personality and other psychometric assessments, will use the results of the group’s LUMINA Spark results and share strategies for effective communication with clients of all ages. LUMINA Spark provides an accurate, personalized portrait focusing on increased self-awareness and practical development points to assess and improve communication at home and work, with teams and in leadership development. It is a helpful tool for anyone looking to gain insight on their strengths, blind spots and behaviors.




2:30 p.m.






  2:45 p.m.  

Case Study: Restructuring to meet the needs of the next generation

The speaker will discuss the review of the investment entity structure they undertook and the resulting restructuring plan to meet the needs and benefit the 3rd generation.


3:45 p.m.


Executive Dialogue
Facilitated by Mariann Mihailidis, Family Office Exchange




5:00 p.m.


Meeting Adjourned




6:00 p.m.


Council Dinner




Tuesday, July 17, 2018


8:00 a.m.






8:30 a.m.


Highlights from Marsh Insurance Benchmarking Study
Kimberlee Connell, Managing Director, West Zone, Marsh Private Client Services

  1. risk environment is more complex than ever before. Successful individuals, families and family enterprises — including first-generation wealth makers and large, multi—generational family offices — face a convergence of personal, commercial, strategic and financial risks.

Kimberlee will discuss the changing face of risk (Cyber, Natural Disaster and Family Expansion and Growing Wealth). In addition, Marsh just completed a benchmarking study with their clients. She will share highlights of the Insurance benchmarking study which will include:

  • Property
  • International Property
  • Travel
  • K&R
  • Blanket Property
  • Flood
  • Equipment Breakdown
  • Valuable Articles
  • Yacht
  • Farm & Ranch
  • Liability
  • Claims Advocacy




9:30 a.m.


Executive Dialogue
Facilitated by Mariann Mihailidis, Family Office Exchange




10:30 a.m.


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




10:45 a.m.


Adjourn to Attend Family Office Forum


*** Business casual attire for meeting ***