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Members of the US Executive Council will lead a session that describes how a group of 30 leading family office executives worked together to develop and later to refine a Family Office Communications Plan at their two meetings this year. The plan provides a compilation of the best thinking of the Peer Council members, using the 20+ years of experience that each participant brought to the discussion. There are action steps for the Family Board, the Family Council, the Investment Committee, the External Advisors, and the staff relations with both family members and other staff members.

Liquid Alternatives have risen in popularity for family offices and families as they increasingly bring these vehicles to supplement their alternative allocations. Packaging and delivery of these return streams have been brought to market in the form of Alternative '40 Act Funds or Alternative Private Investment Partnerships. Do these innovative liquid vehicles deliver on their return expectations and alpha generation? How can they work in tandem with other more traditional investment vehicles?

As an expert in information secrets, cyber attacks and corporate espionage, Dr Cédric Jeannot utilizes his experience in the field of cryptography, authentication, key management and forensics in various high-profile security projects.

Neil Howe is a renowned demographer and authority on generations and social change. He develops and implements cutting-edge research, analysis, and consulting services to help clients understand how generations impact marketing and workforce issues as well as strategic and financial planning. As a historian, economist, and demographer, Neil Howe is a recognized authority on global aging, long-term fiscal policy, and migration. As a bestselling author, he has written over a dozen books on generations, demographic change, and fiscal policy, many of them with William Strauss.

The new era of enterprising families will be characterized by an unprecedented transfer of wealth that is currently underway and will continue to escalate over the next twenty years. Unfortunately, not much has been determined about how these new recipients of wealth will actually engage within an existing family management wealth framework.

FOX and FDX Capital are pleased to profile current investment strategies of importance to our members, and will ask some investors to provide updates on their activities over the past year. We will also present new sources of deal flow for your consideration, as the dynamics of the private equity industry are changing rapidly. On the research side, a panel of technical experts from GE Capital will identify industries where demographics and disruptive technologies are changing opportunities for investors.

Please join FOX senior managers Jane Flanagan and Mariann Mihailidis to learn about the key findings from the 2014 FOX Benchmarking Study with highlights from the following best practice areas: Oversight and Governance, Complexity and Cost, Wealth Sustainability, Owner Engagement and Education, Client and Staff Satisfaction. FOX has conducted a peer-based survey to explore the total cost of wealth management and industry compensation and benefits data for most family office positions.