Executive Council '14 Meeting - March 18-20, 2024 - Coral Gables, FL Meeting
Overview
The FOX Executive Council '14 is comprised of CEOs and senior executives who directly oversee the operation of a complex single family office, pursuing the best practices for families. The purpose of this council is to elevate the professional and personal performance of these executives and therefore enhance the operation of the broader family enterprise and long term well-being of the family.
Each Council works from a FOX developed curriculum that is tailored to the needs of the Council. Meetings include content from the curriculum as well as specific topics and discussions requested by the Council members. FOX provides the appropriate internal and external resources for lively, fruitful meetings.
For information about joining this Council, contact us by email or call 312-327-1249.
Agenda
General Timing
Monday, March 18, 2024
- Arrival Dinner: 6 pm EST
Tuesday, March 19, 2024
- Full-Day Meeting: 8:15 am to 5:00 pm EST
- Council Cocktails and Dinner: 6:00 pm EST
Wednesday, March 20, 2024
- Half-Day Meeting: 8:30 am to 12:00 pm EST
Member Agenda
AGENDA
Hotel Colonnade
180 Aragon Ave., Coral Gables, FL 33134
Meeting Room: Segovia A
All times listed are Eastern Daylight Time
Monday, March 18, 2024
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5:45 p.m. |
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Walk over to Bulla Gastrobar & Restaurant
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6:00 p.m. |
Casual Council Cocktails & Dinner at Bulla Gastrobar & Restaurant
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Tuesday, March 19, 2024
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8:15 a.m. |
Breakfast
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8:45 a.m. |
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Welcome and Introductions Gaby Griffin, Managing Director of Council Membership, FOX
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9:15 a.m.
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Education Through the Ages: Delivering Learning for Children, Teens, and Rising Gen Mindy Kalinowski Earley, Chief Learning Officer, FOX Many of our council members have expressed challenges with how and when to educate younger family members. At what age should the education start? Who should deliver the learning? What topics are most important to cover? Join Mindy as we explore frameworks and tools used by families of significant wealth to help you with education through the ages and to foster a culture of learning. |
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10:45 a.m. |
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Break |
Tuesday, March 19, continued
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11:00 a.m. |
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Managing Challenging Conversations: How to balance being a supportive Family Office Executive Jill Shipley, Managing Director, and Head of Governance and Education, ALTi-Tiedemann Global While it is normal to prefer avoiding conflict, it is inevitable to have disagreements and misunderstandings in families, especially when making decisions together regarding wealth or the family enterprise. Conflict and tension can actually be positive forces for growth and innovation but, if not well managed, can lead to destruction of the enterprise, dissolution of the wealth and a breakdown in family relationships. In this interactive workshop Jill Shipley of AlTi Tiedemann Global will share insights for managing challenging conversations and provide tangible recommendations to mitigate and resolve conflict through effective communication strategies. |
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12:00 p.m. |
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Lunch
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1:00 p.m.
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Executive Peer Dialogue and 2024 Key Initiatives & Goals Facilitated by Gaby Griffin, FOX Round table discussion of Peer Questions, 2024 Key Initiatives & Goals, and Top of Mind issues. |
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3:15 p.m. |
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Break |
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3:30 p.m. |
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Cost Benchmarking Discussion Brad Hileman, Executive Director, Reiter Family Office, Kim Johnson, Vice President, Taylor Family Office, and Gaby Griffin, FOX Join us in a facilitated discussion regarding the cost analysis for your FO and how you best explain the costs to the family. Please bring a summary of what you present to the family and/or board. If you use the FOX Enterprise Complexity Factors, please highlight which factors you use and which are the most important to the family. |
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5:00 p.m. |
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Day 1 Meeting Adjourned |
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5:45 p.m. |
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Walk over to Ruth Chris Steakhouse
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6:00 p.m. |
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Council Cocktails & Dinner at Ruth’s Chris Steak House
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Wednesday, March 20, 2024
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8:30 a.m. |
Breakfast
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9:00 a.m. |
Welcome Back |
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9:15 a.m. |
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Case Study in the Effective Transition of Family Office Leadership Michael Montgomery, CEO and CIO, Marshall Street Capital Michael will share his recent journey as he transitioned from his role as the President of Ford Estates to Marshall Street Capital’s CEO & CIO. |
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10:00 a.m. |
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Break |
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10:15 a.m. |
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Executive Peer Dialogue and 2024 Key Initiatives & Goals continued Facilitated by Gaby Griffin, FOX Continued round table discussion of peer questions, 2024 Key Initiatives & Goals, and Top of Mind issues. |
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11:30 a.m. |
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Wrap-Up & Preparations for Future Meetings
Wednesday, July 24, from 10:30am to 12:00pm
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12:00 p.m. |
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Council Meeting Adjourned |