2025 Build an Enterprise Family Workshop

Overview

Wednesday, Feb 05, 2025 - 09:00am
Thursday, Feb 06, 2025 - 05:00pm
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NON-MEMBER REGISTRATION


Click on the button above or use this link to register for the program. 

If you would like more information, or to let us know you are interested, email us at events@familyoffice.com

Region
Worldwide
Location
Coral Gables, FL
Recommended For
Ideal for family members, leaders, family office executives, and board members who are seeking to develop strategies for the many dimensions of the enterprise and sustain it.
Event Resources
DOWNLOAD BROCHURE

Registration

Please login to see your registration options. Non-members can create a FOX Public Network guest account here.

Questions? Contact us at events@familyoffice.com or reach out to your relationship manager.

This workshop provides a roadmap for owners wanting to build an enduring
enterprise that encompasses more than a single business. It’s important to
develop an enterprise mindset when the family faces the complexity that
comes with owning multiple businesses, properties, investments, and/or
philanthropic endeavors.

Our comprehensive guidebook offers a structured approach to creating
and sustaining an enterprise that thrives across multiple generations.
This workshop is for leaders who want to integrate family goals across all
enterprise domains using a clear, cohesive planning process. Bring up to four
members of your strategic planning team (family leaders, board members,
or senior managers) to learn how to develop your roadmap for a lasting
enterprise family.

Attendees will explore the Family Journey, generating a shared
understanding of the benefits of aligning family interests and goals. The
Enterprise Journey leads to a shared vision for the future enterprise and the
actions needed to implement that vision. The Personal Journey is for family
members searching for a rewarding role in the family and the enterprise.

Peer groups walk through all three stages of the process together:
where you are today, where you want to go, and how you want to get there.

The Family Journey 

  • How do values and guiding principles impact the family’s future together? 
  • What are sound policies for inclusion and responsible ownership? 
  • How can you develop owners’ skillset for managing or reducing enterprise complexity? 
  • How can you design a learning culture that fosters participation among owners? 
  • How do you design an equitable, objective process for leadership development and selection? 

The Enterprise Journey

  • What are the benefits of building a multi-generational enterprise? 
  • What opportunities and risks will challenge your enterprise in the future? 
  • How does the family develop a shared vision and goals for the future of the enterprise? 
  • What leadership skills will be needed to support the vision and goals? 
  • How do you design a governance system that supports a complex enterprise? 
  • What metrics should be used to monitor and measure the enterprise’s performance and satisfaction of its owners and stakeholders? 

The Personal Journey 

  • How knowledgeable are you and others within your generation on the operations of your family’s enterprise? What’s been your involvement to date? 
  • What unique character traits and skills do you have, or are developing, you feel would allow you to best contribute to the family enterprise? 
  • What areas are of the most interest to you? What opportunities can you identify to build knowledge and experience?
     

Registering for the Program: 

Registration for this workshop is exclusively for family members who aspire to run a successful multi-generational enterprise. If you aren’t sure if you want an enterprise model, attending this workshop will help you make that decision.  

The program will be limited to 30 participants, with no more than 4 attendees from any one family, so register early to ensure attendance. 

All participants must complete a brief Participant Questionnaire during registration that identifies your goals and then pay a registration fee before January 29th. FOX members receive a 20% discount on program fees and non-FOX-member families are subject to screening by the program directors. 

For questions or help with registration, please contact your FOX relationship manager or events@familyoffice.com for more information. 

Pricing

 

  FOX Members Non-Member
     
Individual Attendees $5,000 $6,000
     
Multiple attendees from the same organization $4,500 $5,500
Wednesday, February 5 Thursday, February 6  
     

9:00 Welcome and Overview of 3 Journeys and 3 Stages
9  Box Framework and Purpose of Milestones

9:45  Introductions of Attendees

11:00  Part 1 - Family Journey – Where We Came From and Where We Are Today 5 Milestones

12:00  Buffet Lunch

1:00    Family Journey – Where We Want to Go Together and How to Get There 10 Milestones

3:00    Break

3:15    Group Breakouts on Action Plans for Family Journey

4:00   Part 2 - The Enterprise Journey Definition and Where We Are Today 6 Milestones 

6:30     Group Cocktails and Dinner

9:00    Reflections on Family Journey and Enterprise Journey Definition

9:30    Part 2 - Where We Plan to Go Together
6 Milestones

10:45  Break

11:00  Part 2 – How We Plan to Get There
6 Milestones

12:30  Group Lunch 

1:15    Reflections on Enterprise Journey

1:45    Part 3 – Personal Journey Benefits and Approach
15 Milestones (and Possible Case Study)

3:45    Break

4:00    Group Discussions  – with Action Steps

5:00    Program Wrap Up
     
Speakers

Sara Hamilton
Sara Hamilton
Founder and Board Chair​

Sara is one of the first professionals to recognize family offices as the most sophisticated segment of wealth management, and she has been described as “the Warren Buffet of the family office industry”. When hundreds of U.S. families became centi-millionaires through leveraged buyouts in the 1980s and 1990s, private family offices were created to manage family capital and to educate wealth owners.

Sara founded the Family Office Exchange (FOX) as a peer network for family office executives in 1989. Within 10 years, she could see that families needed help with family governance and managing financial transitions, in addition to their family offices. As a result, FOX evolved into an advisor to family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private enterprise in a global economy.​

Today, Sara provides input to the strategic direction for FOX and supports the development of new programs and services for family enterprises and wealth advisory firms in 25 countries. Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times. She serves on the executive education faculty of the University of Chicago Booth School of Business where she is an adjunct faculty member for their Private Wealth Management and Essentials of Wealth courses in the Executive Education program. She is on the founding board for the Foundation Advancing Impact and Sustainability in Bologna and the founding board for the Private Directors Association in Chicago.​

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Ann M. Dugan
Family Business and Enterprise Consultant, Ann Dugan LLC

Ms. Dugan learned first-hand the dynamics of families in business as a 4th generation member of a business owning family in the lumber and building supply industry in Georgia. Ms. Dugan was the founder entrepreneur of one of the earliest entrepreneurship and family business centers in the US where she also served as Assistant Dean of the Katz Graduate School of Business at the University of Pittsburgh. Ann served as the Consulting Director for Family Office Exchange (FOX) from 2016-2000, working with family businesses, focused on timely decision making, building sustainability and continuity of family enterprises sharing joint history, operating businesses and investments. Ann joined the board for the National Philanthropic Trust in 2019 and currently serves on several other private company boards. She is a Fellow at Cornell University Smith Family Initiative. You can reach Ann at ann@aduganllc.com

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Michelle Jezycki
Founder and President, Trifecta Consulting

Ms. Jezycki is the Founder and President of Trifecta Consulting, a human resources management company. Trifecta specializes in leadership development, executive coaching, human resources development, strategy and business management. As part of Trifecta, Michelle serves as HR Advisor to several families and their family offices, both in the U.S. and abroad. Michelle is the former Director of Human Resources at the United States Senate and was recently elected to public office as a trustee/council member in Incline Village, Nevada. She is a Visiting Associate Professor at the American University in Bulgaria teaching leadership in their EMBA program. You can reach Michelle at michelle@trifecta-consulting.org.

Book your group rate for FOX Enterprise Workshop

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Successful business-owning families grow and evolve over the years to become Enterprise Families as they become more complex. 

An Enterprise Family is defined by the shared ownership and collective interests of a given family, and their goals and priorities are often diverse. The Enterprise may involve operating businesses, entrepreneurial ventures, philanthropic endeavors, valued properties and collectibles, and t family office which manages the financial assets for family members. 

As multi-generational families expand and become more complicated, there is often a strong desire to better organize their affairs in order to preserve both the family and the enterprise.  

The Enterprise represents the sum of all the parts that a family collectively owns and manages together. Managing the complexity of these various parts of the Enterprise can be very challenging, but the rewards are also significant. 
 

 

Who is encouraged to attend this program?

Families who are exploring the enterprise model and families who already recognize they are enterprise families.   Family groups of up to four are encouraged to register to participate together. The program will be limited to 30 participants, with no more than 4 attendees from any one family.

Will there be peer discussions among the participants?

This workshop is designed for active discussion between peer and families to maximize your experiential learning.

Are there follow-up materials to continue our journey?

As part of your participation in the Workshop, you will have access to a handbook, examples of family case studies, and a series of planning template to continue your journey.

What is an “Enterprise Family” 

An Enterprise Family is defined by the shared ownership and collective interests of a given family, and their goals and priorities are often diverse. The Enterprise may involve operating businesses, entrepreneurial ventures, philanthropic endeavors, valued properties and collectibles, and t family office which manages the financial assets for family members. 

What is your refund policy?

For event registrations, refunds of payment will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

What is the dress code?

Business casual attire is suggested.

Where is the program taking place?

The program will be held in Miami, FL. Venue and accommodation arrangements will soon be announced.