Owner/Operator '10 Council Meeting - November 9 - 11, 2016


Wednesday, November 9, 2016 - 1:00pm to Friday, November 11, 2016 - 1:00pm
The FOX Owner/Operator '10 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


Owner/Operator Council ‘10
November 9 - 11, 2016
Host: Family Office Exchange

Wednesday, November 9, 2016
3:00 p.m.
Welcome and Group Introductions

3:15 p.m.
Investment Discussion

5:00 p.m.
Meeting Adjourned

6:30 p.m.
Optional Dinner

Thursday, November 10, 2016
8:30 a.m.


9:00 a.m.
Welcome and Top of Mind Issues

9:30 a.m.
The Cycle of the Gift

10:30 a.m.

10:45 a.m.
What is the Money for?

12:15 p.m.

1:30 p.m.
What is the Money for? (cont.)

2:45 p.m.

4:00 p.m.
Meeting Adjourned

6:00-7:00 p.m.
Council Dinner & Reception

7:00-9:00 p.m.

Friday, November 11, 2016

8:30 a.m.

9:00 a.m.
Executive Dialogue

11:00 a.m.
New FOX Council Community

11:30 a.m.
Topics for the Next Meeting

12:00 p.m.
Meeting Adjourned
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