Owner/Operator Council '16 - December 2017


Tuesday, December 5, 2017 - 6:30pm to Thursday, December 7, 2017 - 2:00pm


The FOX Owner/Operator Council '16 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


Tuesday, December 5, 2017

6:30 p.m.


Combined Optional Council Dinner / FOX Direct Investing Dinner

  • Bones Restaurant
    3130 Piedmont Road - Atlanta, GA
  • Located .9 miles / 3 minute drive from the Whitley Hotel


Wednesday, December 6, 2017

8:30 a.m.



  • Served in the Founders Room




9:00 a.m.


Welcome & Introductions

Facilitated by Alexandre Monnier, President and
Jane Flanagan, Managing Director, Family Office Exchange




9:30 a.m.


Macro-Economic Update

This session will look at where the global economy is headed in the next 12-to-18 months and the implications for business owners.




10:45 a.m.






11:00 a.m.


Member Case Study: Investing in Cannabis

The cannabis space is one that this family office has been involved in for some time and one that is continually evolving. In this session, the speaker will share their team’s approach and lessons learned along the way.


12:15 p.m.



  • Served in the Founders Room




1:30 p.m.


When and How to Tell the Children about the Wealth

One of the top concerns voiced by FOX families is their desire for the wealth not to ruin their children, and many struggle to know when and when to have “the conversation”. In this session, the speaker will share various age-appropriate approaches and strategies to consider to ensure that this is a positive experience for your family.




2:45 p.m.






3:00 p.m.


Peer Dialogue

Facilitated by: Alexandre Monnier and Jane Flanagan, Family Office Exchange

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




5:00 p.m.


Meeting Adjourned




6:00 p.m.


Council Cocktails and Dinner

  • South City Kitchen
    3350 Peachtree Road #175 - Atlanta, GA
  • Located within walking distance to the hotel; .3 miles – 7 minute walk

Thursday, December 7, 2017

8:00 a.m.



  • Served in Plaza 3 – Located on the Lobby Level




8:30 a.m.


Best Practices for Co-investing in Direct Investments with Peers

Mark Rubin, Senior Managing Director and Glenn Tobias, Senior Managing Director, FTI Consulting

The majority of FOX members own direct investments and the number of families investing in these deals together is growing. In this session you will learn some of the best practices related to due diligence, investment structures, and more to ensure that these partnerships are successful.




9:45 a.m.






10:00 a.m.


Alternative Investment Show & Tell

Facilitated by Alexandre Monnier and Jane Flanagan, Family Office Exchange

Members of the group will share a creative alternative investment that they’ve made, considered or are interested in for the group to discuss.




11:00 a.m.


Topics for the Next Meeting




11:30 a.m.


Meeting Adjourns


*** Business casual attire for meeting ***