6:00 p.m.

Casual Council Cocktails and Dinner at Frannie & The Fox

• Location: Lobby of Emeline hotel
• Dinner served in The Den private dining room

8:00 a.m.

Breakfast - Served in Newport Meeting Room

8:30 a.m.

Welcome and Introductions

Facilitated by Scott Muench, Managing Director of Core Memberships, FOX

• Welcome Guests and Member Attendees
• Guest Introductions
• Review Agenda

9:00 a.m.

Changes and New Technologies - the Path Forward

Kent Lawson, Chief Technology Officer, and Director of Technology Integration Services, FOX

More and more additions and changes to existing technologies are occurring.  This session will try to bring everyone up to speed with these new platforms and the changes we are seeing within existing platforms.

10:30 a.m.

Break

10:45 a.m.

Modern Approaches to Data Management: Fueling Better Collaboration Between Internal/External Stakeholders and Family Members (Virtual)

Charmaine Tang, President, and Tomas Hurcik, Co-Founder & CEO, ORCA AG

Modern day tax, compliance, legal and regulatory frameworks require FOs to share information more-and-more frequently both internally and externally.

To excel as a FO, you need to be able to share/gather information with/from all stakeholders as seamlessly and securely as possible. Conventional data aggregation & storage methods are not well suited to these processes.

Digital data/documents do not need to be stored the same way as physical data/documents. We can achieve a lot more if we store digital data in an entirely different way.

11:45 a.m.

Lunch - Served in Newport Meeting Room

12:45 p.m.

Harnessing AI in Family Offices: Practical Applications and Opportunities

Murali Nadarajah, Chief Information Officer, Eton Solutions, LP

This session explores the pragmatic implementation of artificial intelligence (AI) within family office environments, delving into its practical applications and the myriad opportunities it presents. By harnessing AI technologies, family offices can streamline operations, enhance decision-making processes, and unlock new avenues for growth and innovation. Through real-world examples and case studies, this discussion navigates the landscape of AI integration within family offices, offering insights into how these advanced technologies can revolutionize traditional practices and optimize overall efficiency and effectiveness.

1:45 p.m.

Corporate Transparency Act Updates (Virtual)

Facilitated by Scott Muench, FOX and Daniel J. Bell, Partner, McDermott Will & Emery

Danny Bell will join Scott for a brief discussion on the latest terms and updates since the CTA final rule was implemented in February of this year. Please come prepared with your questions.

2:15 p.m.

Break

2:30 p.m.

Executive Peer Dialogue and 2024 Key Initiatives & Goals

Facilitated by Scott Muench, FOX

Round table discussion of Peer Questions, 2024 Key Initiatives & Goals, and Top of Mind issues. 

5:00 p.m.

Day 1 Meeting Adjourned

5:45 p.m.

Walk over to Peninsula Grill

• Group will meet in the hotel lobby to walk over by 5:45pm
• 0.1 miles/ 3-minute walk from hotel

6:00 p.m.

Council Cocktails and Dinner at Peninsula Grill

• Location: 112 North Market Street, Charleston. SC
• Cocktails and appetizers served in the foyer of The Charleston Private Dining Room, where guests may also enjoy the adjacent courtyard and garden.
• Dinner served in The Charleston Private Dining Room

8:00 a.m.

Breakfast - Served in Newport Meeting Room

8:30 a.m.

Welcome Back

9:00 a.m.

Executive Peer Dialogue and 2024 Key Initiatives & Goals continued

Facilitated by Scott Muench, FOX

Round table discussion of Peer Questions, 2024 Key Initiatives & Goals, and Top of Mind issues.

10:00 a.m.

Break

10:15 a.m.

Employee Incentives, Retention, and Corporate Culture

Eric Gonzaga, National Managing Principal, Human Capital Services Practice Leader, and Rob Storrick, Senior Manager, Grant Thornton LLP

In this session, Eric and Rob will review merit and incentive target percentages, employee retention/development tools, and corporate culture.

11:15 a.m.

Peer Coaching Pairs Breakouts

12:15 p.m.

Key Takeaways and Topics for the Next Meetings

• Next Virtual Meeting Dates and Topics
• Fall 2024 Council Meeting

• Date: November 12-14, 2024
• Location: TBD

1:00 p.m.

Meeting Adjourned