Senior Management Council - Florida, March 2014


Wednesday, March 5, 2014 - 4:30pm to Friday, March 7, 2014 - 12:00pm

  • Agenda

Wednesday, March 5, 2014

5:30 p.m.


Dinner in the Silver Suite
Spouses Welcome




7:00 pm


Orlando Magic Basketball Game (vs. Houston Rockets)


Thursday, March 6, 2014

8:00 a.m.






 8:30 a.m.






 8:40 a.m.


Executive Dialogue




10:00 a.m.






11:30 a.m.


Closing a Family Office

  • Hear lessons learned from a seasoned family office executive about the challenges involved in winding down the operations of a family office. 




12:20 p.m.






1:15 p.m.


Family Office Tax and Legislation Update

  • What are the latest political and legislative developments and what do families need to be aware of? The Policy and Taxation Group completed work last year with focus groups to understand their views about wealthy families.




2:15 p.m.






2:30 p.m.


Leadership Development -  Management vs. Leadership

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 that their family offices and their 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.




5:30 p.m.






6:30 p.m.


Council Dinner and Cocktails

Friday, March 7, 2014

8:30 a.m.






9:00 a.m.


Third Party Benchmarking Project:  How do we measure up? 




10:00 a.m.






10:15 a.m.



Preparing for Estate Settlements

  • You spend a lot of time figuring out how to pass wealth on from generation to generation.  What happens when a family member passes on?




11:15 a.m. 


What you should know about an IRS audit




11:45 a.m.


Next Steps




12:00 pm



*** Business casual attire for meeting ***