Tuesday - February 27, 2024

6:00 p.m.

Council Casual/Arrival Dinner

• Private Dining at MesaMar Seafood Table
  • 264 Giralda Ave., Coral Gables
  • .2 miles from hotel / 4-minute walk
    Walking map on last page
• Dining will be in “The “Library” dining room. 
  Reservations: FOX Executive Council

Wednesday – February 28, 2024

8:15 a.m.

Breakfast

• Location: Segovia II (b).  With airwall open dining tables in rear of room, behind meeting table
• Breakfast Buffet set in foyer

9:00 a.m.

Welcome

Gaby Griffin, Managing Director, Council Membership, and Kent Lawson, CTO & Director of Technology Integration Services, FOX

• Agenda Review

9:15 a.m.

Executive Peer Dialogue /What’s Top of Mind

Facilitated by Gaby and Kent, FOX

• Round table discussion of peer questions, Top of Mind issues, and sharing of 2024 Key Initiatives & Goals. 

11:00 a.m.

Break

11:15 a.m.

Succession Stories: Lessons Learned from Former Family Office CEOs

Jane Flanagan, Director of Family Office Advisory, Northern Trust / Global Family & Private Investment Offices

While succession is a normal healthy part of every family’s evolution, few family offices have written succession plans.  Why is this?  Many avoid the topic because change is scary, and the idea of life without their trusted family office leader is difficult to imagine.

With so many families facing leadership transitions – in their families, businesses, and family offices – Northern Trust’s Global Family Office Practice set out to demystify this process by interviewing 32 former family office CEOs to collect their “succession stories.”

This conversation with Jane will include the highlights of Northern Trust’s research with over 100 families.

12:15 p.m.

Lunch

• Lunch Buffet set in foyer; dining in Segovia II (b)

1:30 p.m.

Navigating the Hardest Personal Insurance Market in a Generation

Kelley Beach, Managing Director, Marsh McLennan Agency Private Client Services

Weather trends and other factors have contributed to a  significant shift in the personal insurance marketplace.  How are family offices responding to these changes?

This conversation with Kelley will include highlights from Marsh McLennan Agency’s 2024 Family Office Benchmarking Study.

2:30 p.m.

Combine a Top-Down and Bottom-Up Approach to Strategic Planning and Cash Flow Management

Jeff Coyle, Founder & CEO, Libretto

While a family’s mission and strategy are typically applied from the top down, the success of the plan ultimately depends on the households and individuals comprising each generation.  Can we improve family outcomes by refining the strategy from the bottom up?  Yes – strategic planning at the household level can identify cash flow requirements before they occur, enabling the family office to proactively adjust investments and liquidity to accommodate each household’s unique needs.

In this session, Jeff Coyle, founder of Libretto and former advisor with 25+ years of experience managing UHNW clients, will present a framework for engaging each household in a strategy process that connects their needs back to the family enterprise.  This process enables the family office to address the needs of each generation while managing the complex liquidity and cash flow requirements of the family enterprise.

3:30 p.m.

Break

3:45 p.m.

Executive Dialogue - continued

Facilitated by Gaby and Kent, FOX

4:45 p.m.

Day 1 Wrap-Up

5:00 p.m.

Day 1 Meeting Adjourned

6:00 p.m.

Council Cocktails and Dinner

• Private Dining at Morton’s The Steakhouse
• Located within the Hotel Colonnade

• Dining will be in upstairs dining rooms A&B
  Reservations: FOX Executive Council

Thursday – February 29, 2024

8:15 a.m.

Breakfast

• Breakfast Buffet set in foyer; dining in Segovia II (b)

9:00 a.m.

Welcome Back

9:15 a.m.

Best Practices & Trends in Private Staffing

Peter Mahler, Founder & CEO, Mahler Enterprises

Leveraging Mahler Private Staffing’s 30-year expertise in conducting discreet searches, Peter will speak to innovative retention and incentives for top-tier private staff. Peter will also highlight recent trends in security.

10:15 a.m.

Morning Break

10:30 a.m.

Final Peer Dialogue & Wrap-Up.  Preparations for Future Meetings

• Unfinished Peer Questions as well as any additional questions from the group
• Planning for the fall meeting. 
  • Dates: September 30 – October 2 or
    October 8 – October 10
  • Determine, decide upon meeting location

11:30 a.m.

Council Meeting Adjourned