Global Family Enterprise Council - March 17–18, 2020

Overview

Tuesday, March 17, 2020 - 3:15pm to Wednesday, March 18, 2020 - 3:15pm

The FOX Global Family Council is comprised of family office CEOs and wealth owners overseeing the most sophisticated multi-generational, multinational family offices.

The purpose of this council is to focus on sustainability of the family with discussions including family governance, owner education, strategic planning, and best practices for effective management of the family enterprise.

Each Council works from a FOX developed curriculum that is tailored to the needs of the Council. Meetings include content from the curriculum as well as specific topics and discussions requested by the Council members. FOX provides the appropriate internal and external resources for lively, fruitful meetings.

  • Agenda
  • About this Council

 

AGENDA

 

MEETING LOCATION

 

The Dorchester

53 Park Lane, Mayfair

London W1K 1QA, United Kingdom

Telephone + 44 (0)20 7319 7081

 

Meeting Rooms:

Crystal Suite, 17th March 2020

Park Suite Left, 18th March 2020

 

*Business Casual Attire for Meeting*

 

 

Tuesday, 17th March 2020
Meeting Room: Crystal Suite

08:30 – 09:00

 

Breakfast

 

 

 

09:00 – 09:45

 

Welcome, Goals of the GFC and

Participation Introductions and Updates

 

Presented by Sara Hamilton, CEO, and Miguel López de Silanes, Market Leader Europe & Latin America, Family Office Exchange

 

 

 

09:45 – 10:45

 

Privacy & Digital Personalization –

Digi.me Presentation & Discussion

 

Presented by Julian Ranger, Founder, Digi.me

 

 

 

10:45 – 11:45

 

Update on the Study on the Economic Measure of (Individual) Intangible Returns on Investment & New Standards for Global Wealth Managers.

Presented by Maurizio Petta, CEO, MAIS Family Office, Bologna, Italy and Prof. Volker Then, Executive Director of the CSI (Centre for Social Investment) at Universität Heidelberg, Germany

 

 

 

11:45 – 12:00

 

Networking Break

 

 

 

12:00 – 13:00

 

 

The FO of the Future – a Peer Discussion

 

Presented by Sara Hamilton, CEO, and Miguel López de Silanes, Market Leader Europe & Latin America, Family Office Exchange

 

 

 

13:00 – 14:00

 

Lunch

 

  • Served in Park Suite Left Room

 

 

Tuesday, 17th March 2020 (continued)

14:00 – 15:00

 

Family Case Study 1: Family Values, Governance Structure and Key Challenges from a 10th generation Family Enterprise

 

Presented by Iraj Ispahani, Group Director of M.M. Ispahani

 

 

 

15:00 – 16:00

 

Family Case Study 2: Business, Family and Governance Challenges / for a Major European Family Enterprise Undergoing Industry Transformation

 

Presented by Myriam Vander Elst, CEO of Epic Foundation

 

 

 

16:00 – 17:00

 

Follow-up Discussion and Peer Dialogue

 

 

 

18:30 – 19:30

 

Social Event: Museum Tour of Apsley House

 

  • Guided tour of Apsley House Museum

      149 Piccadilly, between S. Carriage Drive and the A4202  

  • 0.3 miles from Dorchester, 3 min. Drive / 6 min. walk

 

 

 

19:30 – 21:30

 

Cocktail and Dinner

 

  • Venue: Scott’s

      20 Mount Street, between S Audley and Carlos Pl

  • 0.2 miles from the Dorchester, 2 min. Drive / 4 min. Walk
  • Dress Code: Business Casual

 

 

 

Wednesday, 18th March 2020
Meeting Room: Park Suite Left

08:30 – 09:00

 

Breakfast

 

 

 

09:00 – 10:00

 

 

Update on the Global Study on the Role of Governance, Social Capital, and the Family Office in Nurturing Trust

 

Presented by Maarten de Groot, CEO of FO Eligius and

Researcher from VU Amsterdam University / Amsterdam Business Research Institute

 

 

 

10:00 – 11:00

 

Protecting Family Reputation: Theory and Case studies

 

Presented by Charlie Bain COO of Digitalis

 

 

 

11:00 – 11:15

 

Networking break

 

 

 

 

 

 

 

 

 

Wednesday, 18th March 2020 (continued)
Meeting Room: Park Suite Left

11:15 – 12:00

 

Next Generation Education & Engagement Discussion: Short Case Studies from Global Families

 

2-3 Council Participants,

Coordinated by Miguel López de Silanes

 

The Participants will share some of their experiences in terms of Education and Engagement programs being implemented in their respective Family enterprises

 

 

 

12:00 – 13:00

 

Follow-up Discussion and Peer Dialogue &

Key Takeaways from GFC

 

 

 

13:00 – 14:00

 

Group Networking Lunch

 

  • Served in Park Suite Left Room

 

 

 

 

 

 

           

The FOX Global Family Council is comprised of family office CEOs and wealth owners overseeing the most sophisticated multi-generational, multinational family offices.

The purpose of this council is to focus on sustainability of the family with discussions including family governance, owner education, strategic planning, and best practices for effective management of the family enterprise.

Each Council works from a FOX developed curriculum that is tailored to the needs of the Council. Meetings include content from the curriculum as well as specific topics and discussions requested by the Council members. FOX provides the appropriate internal and external resources for lively, fruitful meetings.