The FOX Family Enterprise Workshop - June 8-9, 2017

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Evolving Beyond the Business to a Family Enterprise View

“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 Workshop will show you and your family how to design a long-term plan for your Family Enterprise. The workshop 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 workshop 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 workshop as a leadership team to establish a roadmap for your family’s future.

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  • About
  • Agenda
  • Speakers
  • Testimonials
  • Accommodations

*If you would like to register more than 1 person for the workshop please contact to receive a discount coupon code for additional registrants.

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 workshop will run from 9:00 am - 5:00 pm each day. There will be breaks between each module. Breakfast and lunch will be provided, and there will be a reception at the end of the first day for networking among families.

Thursday, June 8, 2017

8:30 am Continental Breakfast
9:00 am Welcome and Introductions
9:30 am

Developing a Family Enterprise Mindset

• Understanding How Families Evolve Over Time
• Setting Guiding Principles and Goals for the Enterprise
• Using a Framework to Build the Enterprise Plan

10:45 am

Confirming Family Commitment & Areas of Affinity

• Discussing Family Views on Affinity
• Recognizing Generational Patterns in Families
• Understanding Values and Guiding Principles

12:15 pm

Lunch at Rock Center Café on the Plaza

1:30 pm

Forming a Clear Vision for the Family’s Future

• Evaluating Shared Risks and Opportunities
• Agreeing on the Shared Vision for the Future
• Defining a Time Line and Action Plans to Reach the Vision

3:00 pm

Developing Enterprise Goals and Strategies

• Exploring the Family Enterprise Roadmap
• Consolidating Family Goals into an Enterprise View
• Identifying Changes in the Next 5 Years
• Establishing Measures of Success and Ensuring Accountability

4:00 pm

Discussion Groups and Questions

5:30 pm

Reception (optional)

Puddle Bar at Sea Grill, on the Plaza


Friday, June 9, 2017

8:30 am

Continental Breakfast

9:00 am

Welcome and Insights/Questions from Day 1

9:30 am

Understanding the Importance of Governance

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

11:00 am

The Role of the Family Office in Support of the Enterprise

• Different Roles for the Family and the Family Office
• Family Office as Integrator and Educator
• Typical Family Office Services
• Complexity and Cost of the Family Office

12:30 pm

Lunch at The Rainbow Room
65th Floor
30 Rock Center

2:00 pm

Fostering Family Education and Leadership Development

• Understanding Leadership Skills and Qualifications
• Developing an Owner Education Program for All Ages
• Structuring a Process to Ensure a Smooth Transition

3:00 pm

Planning for Strategic Philanthropy

• Key Questions about Your Family and Philanthropy
• Role of Family Philanthropy in Fostering Leaders
• Most Impactful Aspects of Philanthropy

3:45 pm

Wrap Up and Workbook Handouts

4:00 pm





Sara Hamilton, Founder and Chief Executive Officer

Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing the family enterprise and the family’s wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of over 490 globally-minded family enterprises and their advisors based in 20 countries.

Since 1989, FOX has made financial solutions accessible to business owning families by fostering dialogue among wealth owners and wealth advisors. In 2014, FOX celebrated its 25th anniversary of service and remains true to its founding mission of objectivity in wealth management, member education and shared knowledge across a sophisticated global network of families and leading wealth advisors.

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.


Charles Grace, Managing Director

Charles B. Grace, III is Managing Director at FOX. Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. Assignments have included work on advisor selection, education of the next generation, leadership and succession, governance, family office structuring, among others.

Charlie has been active for over twenty years in the family office community advising ultra-wealthy families and serving as a resource to ultra-wealthy families and family offices. He advised on investment portfolios and general wealth management for almost 10 years, working day-to-day at the multi-family office Ashbridge Investment Management LLC and the single family office Ashbridge, LLC. Charlie has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine and presented at many conferences focused on private investors and family offices. 

In addition to his responsibilities at FOX, Charlie has been active on the Board of the single family office Ashbridge, LLC since 1992 and in 2010 was named President. He is a Trustee and member of the Investment Committee of the non-profit Tuttle Fund, Inc. in New York City.

Charlie graduated from the Washington College of Law with a J.D. and is a member of the New York State Bar. He received a B.A. and M.A. in history from Bates College and the American University, respectively.

Feedback from attendees of last year's FOX Family Enterprise Workshop:

"The workshop provides straightforward steps to getting the conversation going to establish vision, goals and then governance."

"It helped me think about what is included in the family enterprise and think about why we want to be together."

"Really enjoy meeting other people who come from similar learn what they see, like and need."

"Great opportunity to learn a lot of information in a short amount of time."

"Love the small group (not a large conference)."

"Great Workshop, informative and challenging."

The Meeting will take place at:

The FOX New York Office
400 Park Avenue, Suite 1620
New York, NY 10022

There are a wide variety of hotels in the area within close proximity to the FOX New York Office for you to choose from. Please see below for a list of recommended hotels in the area:

Hotel rates are current as of May 5, 2017

Recommended Accommodations:

Hotel Elysée, Rates available starting at $418 
60 East 54th Street
New York, NY 10022 
InterContinental New York Barclay Hotel, Rates available starting at $375.06
111 East 48th Street 
New York, NY 10017
Lotte New York Palace, Rates available starting at $544
455 Madison Avenue at 50th Street
New York, NY 10022
Renaissance New York Hotel 57, Rates available starting at $455
130 East 57th Street
New York, NY 10022