Senior Management Council Feb. 22 - 24, 2017


Wednesday, February 22, 2017 - 6:30pm to Friday, February 24, 2017 - 12:00pm
The FOX Senior Management Council 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
Wednesday February 22, 2017
6:30 p.m. Casual Dinner
Hosted by Family Office Exchange
Thursday February 23, 2017
8:30 a.m. Breakfast
9:00 a.m. Welcome
9:15 a.m. Self-management & white space: If I am texting in the shower, is that a red flag?
12:15 p.m. Lunch
Post-Election Update 
1:30 p.m. Executive Dialogue
3:30 p.m. Break
3:45 p.m. Planning Considerations for the Modern Family
5:00 p.m. Adjourn
6:00 p.m. Council Dinner
Friday, February 24, 2017 
8:15 a.m. Breakfast
8:45 a.m. Generational Transitions – One family office case study.
9:45 a.m. Executive Dialogue
11:30 a.m. Next Steps
12:00 p.m. Meeting Adjourned
*** Business casual attire for meeting **