The FOX Family Enterprise Master Class - Australia

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Developing a Family Enterprise

Helping enterprise families design and implement their long-term vision

“Family enterprise” is the term used to describe the successful families that understand their collective wealth as broader than the family business or the financial wealth and inclusive of all that the family owns collectively and wishes to preserve for future generations. There are many complexities that come with being a family enterprise. What starts out as a family business gradually evolves into multiple businesses, major real estate holdings, multi-generational ownership structures and investment portfolios, along with visibility in the community and in your philanthropy. Successful families need a thoughtful way to plan for, organize and oversee these complex family activities, all of which are a part of the Family Enterprise.

The FOX Family Enterprise Master Class will show you and your family how to design a long-term plan for your Family Enterprise. The master class will give you the tools you need to implement a vision and a plan for your family’s future together. Attendees will learn about developing a framework for their own family enterprise plan, a process for outlining critical action steps, and the key questions every enterprise must consider.

This master class is for board members, family leaders, and family office executives who can sense that their family has grown beyond the business and needs to design a master plan for managing all of the disparate parts of the family enterprise. We encourage you to attend the master class as a leadership team to establish a roadmap for your family’s future.

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  • About
  • Agenda
  • Speakers
  • Accommodations

Registration for this master class is limited to Wealth Owners, Family Office Executives, and Independent Board Members of a Family Enterprise. All registrations are subject to approval by FOX.

REFUND POLICY: For event registrations, refunds of payments will be offered if the cancellation is made in writing to Family Office Exchange at five (5) or more business days prior to the start of the event.

This Master Class will run from 8:30 am - 5:00 pm.
There will be a 15-minute break between each module.
Breakfast and Lunch will be provided, and there will be a reception at 6:00 p.m.


Developing a Family Enterprise Mindset
Families with an enterprise mindset recognize the complexity of all that they own together and understand the importance of managing its business, financial, human and social capital in a thoughtful and intentional way for the good of all owners. In
this session FOX will present an outline of its Family Enterprise Roadmap to help enterprise families organize their thinking and their resources to build a foundation for the future.

Content to Be Covered:
• Understanding How Families Evolve Over Time
• Setting Guiding Principles and Goals for the Enterprise
• Designing Essential Structures to Support the Enterprise
• Using a Framework to Build the Enterprise Plan


Module 1

Confirming Family Commitment and Areas of Affinity
What makes your family unique? Where is the energy in the family? What are the synergies in working together? All of these questions are important to consider as you contemplate the challenges and benefits of working together for the longterm.
Sharing ownership means sharing control, and sharing control means sharing risk. Having frank conversations about the benefits of staying together, and the work involved in doing so, is critical to securing the collective family’s commitment to the family enterprise and a future together. It helps to begin with an understanding of the past as a prologue to the future.

Content to Be Covered:
• Discussing Family Views on Affinity
• Recognizing Generational Patterns in Families
• Understanding Values and Guiding Principles
• Identifying Patterns and Polarities that Define a Family
• Addressing Attitudes toward Change and Transitions
• Analyzing the Family’s Prior History


Module 2

Forming a Clear Vision for the Family’s Future
“Every generation is a first generation.” With each transition of leadership, it is important to review the purpose of the enterprise and the vision for where you are going together. Understanding the world’s driving forces and mapping the family’s collective views on risks and opportunities are ways to engage the family in productive dialogue about the future. Scenario planning provides a safe means for considering alternate paths for the future and gaining consensus around the best way forward. Crafting the desired future vision from many possible future scenarios will give the family confidence and clarity about their future

Content to Be Covered:
• Evaluating Shared Risks and Opportunities
• Surfacing Driving Forces and Key Uncertainties
• Using Scenario Planning to Identify Possibilities
• Agreeing on the Shared Vision for the Future
• Defining Key Strategies and Action Steps to Implement the Vision


Module 3

Developing Enterprise Goals and Strategies
Just as you engage in strategic planning for the family business, so must you engage in planning for the family enterprise. Developing a family enterprise strategy means considering the goals of the business, the goals for family unity and engagement, and the family’s commitments to community and philanthropy. Looking at the financial assets in an integrated manner with the input of the family, the family office (if one exists), and the trusted advisor team is an important part of the process. The family must articulate the enterprise goals in a substantive manner, and work together to define how success will be measured.

Content to Be Covered:
• Exploring the Family Enterprise Roadmap
• Developing an Integrated Strategy
• Consolidating Family Goals into an Enterprise View
• Building the Long-term Timeline
• Establishing Measures of Success and Accountability for


Module 4

Understanding the Importance of Governance
Effective governance involves the development of a system (principles, policies, practices) that fosters trust, balances power, and helps family members work together to further their collective goals in a productive manner. Each layer of governance (e.g., Family Assembly, Family Enterprise Board, Family Committee) has unique roles, responsibilities and criteria for involvement. Good governance provides a means to navigate the inevitable transitions every family enterprise encounters.

Content to Be Covered:
• Understanding the Benefits of a Formal Governance System
• Developing a Decision-making Process that is Trusted
• Designing Governance Structures to Grow with the Family


Module 5

Fostering Family Education and Leadership Development
Most families want their wealth to be a source of satisfaction for their children and grandchildren. Developing a culture of learning and investing in a systematic approach to delivering age-appropriate financial education and leadership training is the best way to prepare family members to be responsible owners of wealth and life-long contributors to the family enterprise.

Content to Be Covered:
• Understanding Leadership Skills and Qualifications
• Developing an Owner Education Program for All Ages
• Identifying Family Leadership Roles and Responsibilities
• Structuring a Process to Ensure a Smooth Transition



Sara Hamilton, Founder and CEO, Family Office Exchange

Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX). Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times, © 2010, Wiley & Sons. For the past 10 years, she has served on the Executive Education faculty of the University of Chicago Booth School of Business for the course on Private Wealth Management offered twice a year in Chicago. She is a member of the World Economic Forum‘s Global Advisory Council on the Future of Investing and a board member for the Private Directors Association.

Ms. Hamilton was recently named one of the Top 50 Women in Wealth Management by PAM and was honored with this award for three years running by Wealth Manager. She serves on the editorial boards of the Journal of Wealth Management and Trusts and Estates magazine.

Peter Roach, Market Leader, Australia and New Zealand, Family Office Exchange

Peter Roach leads the FOX Family Enterprise Council and works with FOX members on applying FOX-identified global best practices to management of their wealth and their families.

Peter is well known in the family office sector. He was Chief Executive Officer of the Fairfax Family Office, Cambooya Services, from 2000-2012. In conjunction with that role, he was a Non-Executive Director of Rural Press Limited, Landis+Gyr AG and other boards associated with the family’s media and private equity interests.

After stepping down from Cambooya Services, Peter served as an independent, non-executive director of various boards of generational families across Australia. In addition to Cambooya Services, Peter has also worked with one of Australia’s largest banks, Commonwealth Bank, developing its family office services. Peter is a Chartered Accountant and holds a Bachelor of Commerce (UNSW), a Master of Business Administration (SCU) and a Master of Letters (CQU). He is a Fellow of the Australian Institute of Company Directors and a Chartered Tax Adviser.

The Master Class will take place at the InterContinental Melbourne The Rialto in Melbourne, Australia. For information about the InterContinental, please click HERE.