Owner/Operator Council '16 - November 2018


Monday, November 5, 2018 - 6:30pm to Wednesday, November 7, 2018 - 11:30am



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 meeting

  • Agenda


Meeting Location:
Nashville, TN


Monday, November 5, 2018

6:30 p.m.


Optional Council Dinner




Tuesday, November 6, 2018

8:30 a.m.






9:00 a.m.


Welcome & Introductions

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




9:30 a.m.


Private Equity Industry Update

The speaker will provide a macroeconomic update on the private equity market and discuss the latest trends and considerations for private investors.




10:45 a.m.






11:00 a.m.


Member Case Study: Investing in Industrial Real Estate

A council member will share his family’s approach to investing in industrial real estate, the state of the industry in this space, and some of their lessons learned after 45 successful years in this business.  




12:15 p.m.






1:30 p.m.


Building Positive Long-Term Relationships between the Grantor,
the Trustee and the Beneficiary

In this session, the speaker will explore the concept of a trust as a relationship between the grantor, the trustee and the beneficiary and outline ways for these parties to build a positive, long-term relationship.  From communicating the grantor’s wishes and expectations of the trust to careful management of expectations of trustees and beneficiaries, this session will provide the tips and tools you need to build a strong foundation for the family’s long-term wealth preservation plan.




2:45 p.m.






3:00 p.m.


Peer Dialogue

Facilitated by: Alexandre Monnier and Jane Flanagan, FOX

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




Wednesday, November 7, 2018

8:00 a.m.






8:30 a.m.


Ownership, Structuring and Managing the Risks Associated with Planes, Boats, and other Toys

Investments in vacation homes, planes, boats, art collections and other passions require careful consideration and vigilant protection. In this session, an expert will outline the key considerations for developing a plan to secure and protect your portfolio of personal assets.




9:45 a.m.






10:00 a.m.


Selling Your Business…or Not: Alternatives for Unlocking Wealth

Selling a business isn’t the only way to generate the liquidity that every family needs. In this session, the speaker will outline several creative strategies -from an ESOP to charitable put-call plans to recapitalization and more - to allow you to unlock your wealth.




11:00 a.m.


  • Key Takeaways
  • Profiles of Members who would Enrich the Council
  • Topics for the Next Meeting




11:30 a.m.


Meeting Adjourns 


*** Business casual attire for meeting ***