Financial Executive Council - Jupiter Florida


Wednesday, January 20, 2016 - 1:00pm to Thursday, January 21, 2016 - 1:30pm

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


Wednesday, January 20, 2016
1:00 p.m.   Snack Buffet / Dining
1:30 p.m.  


2015 Accomplishments and #1 Challenge for 2016

2:30 p.m.   Peer Dialogue
5:00 p.m.   Adjourn
6:00 p.m.   Council Dinner
Thursday, January 21, 2016
8:00 a.m.   Breakfast
8:30 a.m.   Billing for Family Office Services
9:30 a.m.   Break
9:45 a.m.   Documenting Family Office Procedures
11:15 a.m.   Case Study: Staff Succession Planning in the Family Office
12:30 p.m.   Working Lunch
1:30 p.m.   Adjourn


*** Business casual attire for meeting ***
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