Owner/Operator Council '10 - May 2019


Wednesday, May 1, 2019 - 3:00pm to Friday, May 3, 2019 - 11:30am


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



Host: Family Office Exchange



Denver, CO



Wednesday, May 1, 2019


3:00 p.m.               Welcome and Introductions

Facilitated by Family Office Exchange


3:30 p.m.               Investment Discussion

Presented by Speaker(S)


Speakers will launch the discussion by sharing their family’s investment philosophy and approach along with the history that has shaped what they do and why they do it. They will also share their experience creating an investment portfolio that is managed by members of the rising generation.


This presentation will be followed by an interactive discussion among members sharing their investment plans for 2019.


5:00 p.m.               Meeting Adjourned


6:00 p.m.               Optional Dinner TBD


Thursday, May 2, 2019


8:30 a.m.               Breakfast


9:00 a.m.               Policy Update from the Hill 

Presented by Speaker(S)

What tax policy updates are worthy of discussion now?  How should families of wealth prepare for what’s next? In this session, Speaker(s) will share perspective on the big                picture as it relates to families and business owners and outline strategies that others are using to navigate the realities of tax reform.


10:30 a.m.              Break


10:45 a.m.              2018 Accomplishments & 2019 Initiatives

Facilitated by Family Office Exchange


12:00 p.m.             Lunch Book Discussion


Each Council member will come prepared to discuss two key takeaways from the book and how they might use these in their families and/or offices.

1:00 p.m.               Group Discussion: Financial Reporting Show & Tell


In this session, the group will discuss its financial reporting to family members – what information is shared and why, how it’s communicated, who creates the reports, frequency of reporting, and overall feedback on the process. Each member will share a sample summary report with the group as prework for the meeting.


3:00 p.m.               Break


3:15 p.m.               Executive Dialogue

Facilitated by Family Office Exchange


Interactive discussion where all members have an opportunity to pose their questions to the group and learn from the vast wisdom and experience in the room.


5:00 p.m.                Meeting Adjourned


5:30 p.m.                Council Dinner


Friday, May 3, 2019


8:30 a.m.               Breakfast


9:00 a.m.               Best Practices for Engaging the Rising Generation in Family Learning

Presented by Family Office Exchange


How do you prepare teens and young adults to be responsible wealth owners? What meaningful activities can you organize to provide the training they need for their future roles as family leaders on the family council or governing board? In this session, Family Office Exchange will share best practices, practical tips and fun activities to inspire learning and engagement.


10:00 a.m.             Break


10:15 a.m.             Executive Dialogue continued

Facilitated by Family Office Exchange


11:15 a.m.              Topics for the Next Meeting


11:30 a.m.               Meeting Adjourned



*** Business casual attire ***