Senior Management Council '19 - February 2019


Wednesday, February 27, 2019 - 1:30pm to Friday, March 1, 2019 - 12:15pm


The FOX Senior Management Council '19 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


Wednesday, February 27, 2019

1:30 p.m.


Welcome and Introductions

Facilitated by Karen Rush, Managing Director, Family Office Exchange




1:45 p.m.


Leadership Development - Management vs. Leadership

Greg McCann, Founder, McCann & Associates

This session will give you a fundamental understanding of how leadership and management are needed in today’s world of family offices, including the following:

  1. Mindset, skills, and goals of each.
  2. What combination of management and leadership their family
    offices and careers require.
  3. Begin to craft an individual Action Plan to develop as leaders in their family office and collectively impact the industry of family offices.




5:00 p.m.






6:00 p.m.


Council Dinner


Thursday, February 28, 2019

8:00 a.m.


Working Breakfast

  • 2018 Accomplishments and #1 Challenge for 2019

    Facilitated by Karen Rush, Family Office Exchange




9:00 a.m.


Case Study – Trustee and Beneficiary Education Workshop – Why do one for the family?

Sarah Severson, Partner, Schiff, Hardin LLP

A Senior Management Council member's office designed a trustee and beneficiary education workshop for the family. The goal of the workshop was to enhance the family’s understanding of trusts and to hone the family’s wealth stewardship capabilities. Amy worked with Sarah Severson and Charlie Grace, 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. Sarah 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.


Group Discussion of Trustee and Beneficiary Education Case Study




11:15 a.m.






11:30 a.m.


The New Reality: Tax Compliance 2019

Mark Blumenthal, Partner, Plante Moran

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.




12:30 p.m.



1:30 p.m.


Executive Dialogue

Facilitated by Karen Rush, Family Office Exchange




3:00 p.m.






3:15 p.m.


Family Learning Workshop

Mindy Earley, Chief Learning Officer, FOX Family Learning Center

Using the FOX Continuous Learning Map™ and your learning goals as a starting point, Mindy Earley, 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. She will share samples of individual family learning plans and lessons learned from her work with rising gen family members.




5:15 p.m.






6:00 p.m.


Casual Dinner


Friday, March 1, 2019




8:30 a.m.






9:00 a.m.


Planning Considerations for the Modern Family

Kim Kamin, Chief Wealth Strategist, Principal, Gresham Partners, LLC

As the traditional nuclear family has changed because of evolving social and legal norms, there are implications for family offices and dynastic wealth in family governance, how services are provided, how existing trusts are interpreted and how new estate planning instruments are drafted. Kim will discuss how divorce and marital status, defining descendants, assisted reproductive technologies, posthumous reproduction, planning for non-spouse partners and pets, and other important developments impact working with your 21st century families.




10:15 a.m.


Group Discussion of Planning Considerations Session




10:30 a.m.






10:45 a.m.


Executive Dialogue

Facilitated by Karen Rush, Family Office Exchange




11:45 a.m.


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




12:15 p.m.




*** Business casual attire for meeting ***