Tuesday, October 237:30 a.m. Breakfast 8:30 a.m. Opening comments Alexandre Monnier, President 9:15 a.m.Taking Long-term Family Wealth Strategy from Theory to PracticeSara Hamilton, Family Office Exchange, Thought Leader Council members, Family representatives Find out how and why strategic ...
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Tuesday, October 237:30 a.m. Breakfast 8:30 a.m. Opening comments Alexandre Monnier, President 9:15 a.m.Developing a Family Wealth Strategy with a Multi-generational PerspectiveSara Hamilton, CEO and Founder, Family Office Exchange, Thought Leaders Council membersFind out what a family wealth strategy...
Wednesday, October 247:30 a.m.Breakfast 8:30 a.m.Opening CommentsAlexandre Monnier, President, Family Office Exchange 9:00 a.m.General Session – The Substance, Drama and Consequence of Modern PoliticsKeynote Speaker: Mark Halperin, Senior Political Analyst, MSNBC and TIME Magazine and Co-Author, Game Change The bickering ...
This glossary is provided to users of the Directory to clarify the context for the information provided by the firms. In the field of investments there are other definitions that firms sometimes apply to these terms, particularly when referring to size of assets. For purposes of the Directory, we have asked firms to use these definitions when provi...
When we founded Family Office Exchange 25 years ago, private families had no standards for managing multi-generational wealth. Today, it’s customary to sustain family wealth through single and multi-family offices, and providing integrated and seamless execution of a family’s strategy is state-of-the-art. Family leaders benefit from access to a glo...
This is an investment opportunity for the purchase and improvement of a 223-unit apartment property in Oklahoma City, Oklahoma.
Opportunity to invest in a profitable platform with organic growth and consolidation opportunities in the wastewater management and treatment industry. We are acquiring a platform company which is a vertically integrated service provider in the non-hazardous liquid waste management and treatment industry. Business characteristics: non-cyclical, ...
We have invested $2MM alongside the founders of the Company. We are looking to raise between $6-7MM of equity to finance the development of an anaerobic digester in Chicago, Illinois. The Chicago-based Company will provide a sustainable, green alternative to landfilling food waste by capturing high-energy feedstock, primarily from food manufac...
This is an opportunity to invest in well-managed permanent nut crops in the Central and Sacramento Valleys of California. I worked with two families to consolidate a 14,000 acre portfolio of pistachio, walnut and almond orchards that they had acquired over seventeen years, in sixteen entities, with nine-five investors. In September...
This investment is driven by a mission to create a scalable, regenerative alternative to modern industrial poultry production. The company is committed to raising broiler chickens outside on pasture and moving them to fresh grass every day, just like in nature. Now, they have raised 500,000 chickens without a single vaccine, antibiotic...
Off-market value-add acquisition at a purchase price below appraised values and recent property trades in the submarket. High vacancy property with in-place rents below market value. Our wholly-owned property management company will lease-up property and bring rents up to market. The investment provides investors the ability to capitalize on high m...
We are an experienced rental housing operated based in Florida, and have been in the business since 2008. We have been recognized by Harvard Business School for our innovative and technology-driven approach in single-family home rental housing and have transacted on over $1 Billion in the space since inception. We have decided to target an...
Exchange best practices, trends, ideas and case studies to help enterprise families become wiser and more successful over the long run. As such, the program typically includes the following modules: 1-2 Enterprise family case studies 1-2 Sessions on best practices or trends Several Peer dialogue sessions Specialized discussion...
Share experiences and explore new ideas and strategies with an exclusive peer group of other family leaders. The Global Family Enterprise Council will both challenge and inspire you in your work to ensure your family’s capital reaches its full potential and elevate your professional and personal performance.
General Timing The FOX Executive Council '04 is comprised of CEOs of the largest, most sophisticated multi-generational family offices in the U.S. pursuing the best practices for complex family enterprises. The purpose of this council is to elevate the professional and personal performance of these executives and therefore enhance the...