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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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 firstname.lastname@example.org 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
Confirming Family Commitment and Areas of Affinity
Forming a Clear Vision for the Family’s Future
Developing Enterprise Goals and Strategies
Understanding the Importance of Governance
Fostering Family Education and Leadership Development
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.