Owner/Operator Council '10 - November 2018


Wednesday, November 7, 2018 - 3:00pm to Friday, November 9, 2018 - 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


Nashville, TN

Wednesday, November 7, 2018

3:00 p.m.


Welcome and Introductions

Mariann Mihailidis, Managing Director, Family Office Exchange




3:15 p.m.


Investment Discussion

Facilitated by: Mariann Mihailidis, Managing Director, Family Office Exchange,

and an Expert Speaker

In a year where this speaker’s family is celebrating more than half a decade in the oil business and its 100th year in farming, our speaker will launch the discussion by sharing his family’s investment philosophy and approach to investing. 

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.


Cocktails and Dinner with the Direct Investment Network


Thursday, November 8, 2018

8:30 a.m.







9:00 a.m.


Welcome and Top of Mind Issues

Jane Flanagan, Managing Director, Family Office Exchange

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




9:30 a.m.


Succession in the Family Business and Family Office

Amy Renkert-Thomas, Renkert Thomas Consulting

What does an effective family succession process look like? What are some of the strategies that work well and bumps in the road that you can prepare for, or even avoid? In this session, Amy will share several strategies to guide a collaborative and successful generational transition. Using her personal and professional experience leading many families through this process, she will share lessons learned and practical advice to use as you prepare for succession in your family, business and/or family office.




11:00 a.m.






11:15 a.m.


Group Discussion of Succession

In this session, the group will have time to discuss and digest Amy’s content together and share their succession stories.




12:00 p.m.






 1:00 p.m.



The Private Family Trust Company: Pros, Cons, Considerations

As families think about succession in the context of family trustees, one of the alternatives that is increasingly considered as a way to institutionalize governance and shield family members from fiduciary liability is formation of a Private Trust Company. In this session, our speaker will outline the benefits of this structure along with its costs and key issues to consider. 




2:00 p.m.






2:15 p.m.


Family Case Study: Forming a Private Trust Company

In this session you will hear from a family office COO, a family attorney and one of our very own members about their experiences chartering a PTC.

3:30 p.m.


Executive Dialogue

Facilitated by Mariann Mihailidis, Family Office Exchange

Interactive discussion.  All members will have an opportunity to share their peer dialogue questions with the group for discussion. 




4:30 p.m.


Meeting Adjourned




5:30 p.m.


Council Dinner




Friday, November 9, 2018


8:30 a.m.






9:00 a.m.


Cryotocurrency Demystified

Matt Hougan, Global Head of Research, Bitwise Asset Management

How does cryptocurrency fit as a part of a broader diversified portfolio? Does it sit in the venture capital bucket, or is it a commodity, viewed as an inflation hedge? In this session, you will learn all about the risks and benefits of investing in cryptocurrency.




10:00 a.m.






10:15 a.m.


Executive Dialogue

Facilitated by Mariann Mihailidis, Family Office Exchange




11:15 a.m.


Topics for the Next Meeting




11:30 a.m.


Meeting Adjourned


*** Business casual attire ***