Senior Management Council - Miami Beach, FL - March 2015


Tuesday, March 3, 2015 - 6:30pm to Thursday, March 5, 2015 - 1:00pm
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

Tuesday, March 3, 2015

5:45 pm


Optional Dutch Treat Dinner(Council Members and Guests)


Wednesday, March 4, 2015

8:00 a.m.


Continental Breakfast

  • Served on the Skyline Terrace




8:25 a.m.






8:30 a.m.


Leadership Development - Continued

Agile Leadership-A Purpose & Practice

  • This session will build on and deepen our work on leadership development begun at our fall meeting. We will continue to look at the necessity and application of the four agilities of leadership to our individual family offices; framing & innovation, and self-awareness & empathy. There will be time for breakout discussions and ways to continue your practice.

(Break at 10:30 a.m.)




12:30 p.m.



  • Served on the Skyline Terrace




1:30 p.m.


Executive Dialogue




3:30 p.m.






3:45 p.m.


Strategic Planning

  • What should a strategic planning exercise look like?  Hear from a family office CEO, an estate planning attorney and FOX expert about the components and process you should consider during the Strategic planning process.




5:45 p.m.


Meeting Adjourned




6:30 p.m.


Cocktails and Dinner (Council Members and Guests)


Thursday, March 5, 2015

8:30 a.m.






9:00 a.m.


Executive Dialogue (continued)




11:00 a.m.






11:15 a.m.


Estate Settlement




12:15 p.m.


Next Steps




12:30 p.m.


Meeting Adjourned

*** Business casual attire for meeting ***