Tuesday, October 23

Tuesday, October 23

7:30 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 Practice
Sara Hamilton, Family Office Exchange, Thought Leader Council members, Family representatives 

Find out how and why strategic planning makes a difference when it comes to long-term success for wealthy families. In this session, learn from the experts as FOX presents best practices as defined at the FOX Thought Leader Council summit. Then learn from experience as family leaders explain why they decided to undertake strategic planning, share the techniques they used, and describe the benefits they’ve experienced. 

  
10:15 a.m.Break
  
10:45 a.m.Peer Dialogue
One of the most valuable benefits of the Forum is the opportunity for private peer discussion. Participants self-select into the session that fits their role the best:
  • Owners in Leadership Roles
  • Executives for Offices for Families with Operating Businesses
  • Executives of Small Offices (1-5 employees)
  • Executives of Medium Offices (6-15 employees)
  • Executives of Large Offices (16+ employees)
  • Thought Leaders Council
  
12:15 p.m.All Member Lunch - Advisors join Family Office and Thought Leader Members 
  
12:45 p.m. All Member Welcome 
Alexandre Monnier, President 
  
1:00 p.m.Rebuilding Trust in Financial Markets

This session looks at global markets from a broad cultural perspective and examines the meaning of credit (derived from the Latin word credere; “to believe”) in the modern financial system. Learn what private investors need from rating agencies, banks, and regulators to have confidence in these systems and evaluate future market opportunities

  
2:15 p.m.Track Sessions #1
Successful Approaches to Investing 
Sponsored by: Abbot Downing

Understanding Impact Investing
 
Strategies for Enhancing Family Legacy
SupportingEntrepreneurs in your Family, Part I

Ann Dugan and Dirk Junge, Pitcairn 
 
Critical Issues for Family Offices
Succession Planning for the Family Office CEO
 
Difficult Conversations for Family Wealth Stewardship
Selecting a Trustee: How to Do It Right
  
3:30 p.m.Break
  
4:00 p.m. Track Session #2
The Goal-Based Investing Advantage
Jack Parham,
 
 
SupportingEntrepreneurs in your Family, Part II
 
Developing Family Office Leadership
 
Wealth Transfer: Determinng How Much is Enough
 
  
5:15 p.m.Wrap up and Closing Comments
  
5:30 p.m.Adjourn 
  
6:30 p.m.All Member Dinner
Cafe Brauer - Lincoln Park Zoo