Senior Management Council '10 - February 2019


Monday, February 25, 2019 - 1:30pm to Wednesday, February 27, 2019 - 12:30pm


The FOX Senior Management Council '10 is composed of managers just below the CEO level, of the largest, most sophisticated family offices in the U.S.

The purpose of this council is to elevate the professional and personal performance of these executives and therefore enhance the operation of the broader family enterprise and long term well-being of the family.

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


 Monday, February 25, 2019

1:30 p.m.


Welcome and Introductions


1:45 p.m.


Working without Stress

Stress is not a natural response to the pressures of work.  It’s a choice that you make, consciously or not, to worry and fret and agonize over the work you need to do instead of just doing it.  Why do some people get stressed while others stay calm, cool and collected under pressure?  The answer lies in resilience – your ability to cope with challenges and thrive under adversity – rather than ruminating and obsessing over them.  The key to “managing” stress is to stop it before it starts.  To be resilient, flexible and ready for anything.

In this session, you will learn:

  • Why stress is not an inevitable part of life.
  • The difference between pressure and stress.
  • To control your attention and become more resilient.
  • To practice resilient communication and lead organizational change without stress.


5:00 p.m.




6:00 p.m.


Casual Dinner


Tuesday, February 26, 2019

8:30 a.m.




9:00 a.m.


Group Discussion –

How Do You Help Family Members and Family Office Executives Make Strategic Financial Decisions Regarding Their Assets?

The group will discuss:

What internal and external tools, processes and approaches your offices are taking to model individual and family-wide resources to help family members and family office executives make strategic decisions.  Be prepared to cover these issues with the group.

Consider how to achieve the goals of:

  • Individual situations
  • Trust situations
  • Entity situations


10:00 a.m.


Family Learning Workshop

Using the FOX Continuous Learning Map™ and your learning goals as a starting point, an experienced family learning officer will lead us in a workshop designed to leverage the brainpower and experience of the group to develop a learning framework for your next family meeting or retreat.  The individual will share samples of individual family learning plans and lessons learned from her work with rising gen family members.




12:00 p.m.






1:00 p.m.


Executive Dialogue


3:00 p.m.




3:15 p.m.


The New Reality: Tax Compliance 2019

As tax season approaches, how will the realities of the 2017 Tax Act affect our workloads?  What do we need to be doing now to prepare?  In this interactive session, Mark will share his perspective and engage the group in a discussion of their concerns and tax compliance plans.


4:30 p.m.




6:30 p.m.


Council Dinner


Wednesday, February 27, 2019


8:30 a.m.




9:00 a.m.


Case Study: Trustee and Beneficiary Education Workshop –

Why do one for the family?

A SMC member designed a trustee and beneficiary education workshop for a family. The goal of the workshop was to enhance the family’s understanding of trusts and to hone the family’s wealth stewardship capabilities.  The member worked with Sarah Severson and someone at FOX to create the workshop for the family.

This session will discuss:

  1. Why the family did this workshop
  2. The goals and agenda for the family meeting
  3. The member will give a “taste” of the workshop by presenting the “Managing Fiduciary Risk in 2019” session
  4. Share the benefits to the family
  5. Lessons learned




11:00 a.m.


Executive Dialogue

Facilitated by Family Office Exchange


12:00 p.m.


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


12:30 p.m.




6:30 p.m.


Council Dinner with Senior Management Council ‘19

  • Venue:  Terra Mare
    551 N. Fort Lauderdale Beach Blvd.
  • Private/Semi-Private outside dining area
  • Reservations under: Family Office Exchange
  • Located .2 miles from the hotel; a 3-minute walk


*** Business casual attire for meeting ***