Owner / Operator '10 Council, Nov. 8 - 10, 2017 - Dallas, TX


Wednesday, November 8, 2017 - 3:00pm to Friday, November 10, 2017 - 12:00pm

The FOX Owner/Operator Council is composed of family members who directly oversee the operation of their family's financial enterprise, with or without staff, working together to share insights and strategies.  

The purpose of this council is to provide a forum for these leaders to test ideas, get peer advice, and learn from appropriate experts to improve their performance in managing the family’s wealth and preparing the family for the future.

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


Host: Family Office Exchange

3:00 p.m.        Welcome and Group Introductions
 Mariann Mihailidis, Managing Director, Family Office Exchange
3:30 p.m.        Investment Discussion
Facilitated by: Mariann Mihailidis, Managing Director, Family Office Exchange

A member will launch the discussion by sharing his family’s investment philosophy and approach to investing. He will also share his recent experience of a search for a new investment consultant.

This presentation will be followed by an interactive discussion among members sharing their investment plans for 2018.
5:30 p.m.        Meeting Adjourned
6:15 p.m.         Cocktails and  Dinner with the Direct Investment Network

8:30 a.m.        Breakfast

9:00 a.m.        Welcome
Jane Flanagan, Managing Director, Family Office Exchange

Participants will briefly share “news” from their offices since the last meeting.

*** Business casual attire for meeting ***

9:30 a.m.        Tax and Regulatory Update
Patricia M. Soldano, Founder, Policy and Taxation Group
This session will update everyone on where tax reform stands and what it means for estate, generation skipping and gift taxes, minority discounts and other areas moving forward.
10:30 a.m.        Break  
10:45 a.m.        Thought Leader Host Topic TBD

12:00 p.m.        Lunch

1:00 p.m.        Best Practice Case Study: The Family Office Internship
A member
How can a family office internship provide hands on experience for members of the younger generation? What does an intern need to know to be a valuable resource for the family office? Member will share his lessons learned from developing his office’s intern program, including the creation of a 50-page training manual.
2:00 p.m.        Break
2:15 p.m.        Peer Dialogue
Facilitated by Mariann Mihailidis, Managing Director, Family Office Exchange

4:15 p.m.        Meeting Adjourned
5:30 p.m.        Council Dinner and Entertainment