Global Family Enterprise Council - March 2018

Overview

Wednesday, March 7, 2018 - 8:00am to Thursday, March 8, 2018 - 1:00pm

VIEW AGENDA >

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.

If you have questions, please contact Ken O'Young.

  • Agenda

Agenda

Paris, France

 

Wednesday, 7March 2018

08:30 – 09:00

 

Breakfast

 

 

 

09:00 – 09:30

 

Welcome, Goals of the GFC and
Participation Introductions/updates

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

 

 

 

09:30 – 10:00

 

Developing Enterprise Thinking Using a Family Enterprise Risk Assessment Process

Presented by Sara Hamilton and Miguel de Silanes

 

 

 

10:00 – 11:00

 

New Trends in Taxes & Regulations and How Families and Family Offices are Responding Structure and Governance-wise

 

 

 

11:00 – 11:15

 

Networking Break

 

 

 

11:15 – 13:00

 

Follow-up discussion on Amicorp´s Trends Presentation
and Peer Dialogue

 

 

 

12:30 – 13:30

 

Lunch

 

 

 

13:30 – 18:00

 

  • Case Study 1: Personal History Millennials & Philanthropy: Engaging with the Next Generation Who Craves Social Impact

In less than 3 years, over half of the working population will be millennials. Those 18-35 may be your children or your grand-children. They grew up with the idea that they should change the world, and that disruptive dimension is now entirely part of their operating system. As they observe our societies, they see profound injustices and the failure of traditional safety nets to address the growing need for help. They turn to civil society -- companies and individuals -- and demand that those embrace their responsibility to share their success to help others.

In this presentation, the preseter explains how to operate and remain relevant in this new world.

 

 

 

 

 

  • Case Study 2: Family Culture and Introduction.

 

 

 

 

 

  • Peer Dialogue

 

 

 

18:00

 

Meeting Adjourns

 

 

 

18:30 – 20:00

 

Social Event

 

 

 

20:00 – 22:00

 

Council Dinne

 

 

 

Thursday, 8March 2018

08:30 – 09:00

 

Breakfast

 

 

 

09:00 – 10:15

 

Family Case Study 3: Developing a Successful “Impact Family Enterprise”.

The presenter will share his views on building a different type of organization through a philosophy of integrated and holistic thinking, a focus on the client´s emotions, openness and embracing social values like environmentalism, the community, and cultural impact.

 

 

 

10:15 – 10:30

 

Networking Break

 

 

 

10:30 – 11:30

 

Goals-Based Framework for Risk Management – Case Study

Families of exceptional wealth enjoy abundant resources to achieve family goals, but also face peculiar, idiosyncratic risks not easily managed through traditional means. This session explores a framework for managing those risks while taking advantage of the unique edge which families can have over other investors. In this session, an experienced goals-based investment strategist describes how working with a single family office founder to address the unique risk needs and investment goals of the family led to the joint development of a simple but powerful framework for managing family risks. In combining family advisory roles, the family’s insurance industry experience, and family goals, The presenter describes how wealthy families can gain valuable insight by adopting the perspective and tools utilized by insurance and reinsurance providers to manage major risks. Acquiring this inside perspective and viewing the family portfolio conceptually as the insurer of family goals can be useful in crafting customized solutions to address extraordinary risks

 

 

 

11:30 – 13:00

 

Peer Dialogue on Risk Management and:

  • Key Takeaways from the Meeting
  • Profiles of Members who would Enrich the Council
  • Topics for the Next Meeting

 

 

 

13:00

 

Meeting Adjourns

 

 

 

13:00 – 14:-00

 

Optional Group Networking Lunch

 

*** Business casual attire for meeting ***