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| 8:00 |
Registration & Breakfast |
| 8.30 |
Chair’s Opening Remarks
David Harris, News Director, The Media Line - Middle East & North Africa |
8.45 |
Developing An Effective Ownership Strategy To Remain Competitive And Increase Your Wealth
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Ownership strategies for enterprising families |
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Succession: Balancing business rationale and family needs |
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Preparing the next generation for responsible ownership |
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From family business to enterprising family |
Dr. Albert Thomassen Ph.D, Family Business Consulting
Group, Founding President, Family Business Network,
Founding President, IFERA – International Family Enterprise
Research Academy, Executive Director, FBNed – Dutch
Association of Family Firms |
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| 9.30 |
6th Generation Case Study
The Fleming Family & Family Office: The Inside Story |
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In The Beginning…
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Founding, setting up and developing the Robert Fleming Bank |
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Implementing strategic goals to grow the business whilst keeping the family united |
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Surviving the 3rd, 4th, 5th and 6th generation! |
And Then Came The Sale…
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Persuading 195 family members to agree to the sale, to stay together and act as ONE entity |
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The Sale of Robert Fleming & Co. to Chase Manhattan Bank |
Happily Ever After…
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Forming Fleming Family & Partners |
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Analysing how to structure an effective family office and pick the right individuals for the job |
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Structuring the family finances into a new family office to avoid fragmentation of wealth |
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Using the family office to develop policies to guide long-term interaction |
Matthew Fleming, Fleming Family & Partners |
10:15 |
Refreshments And Networking |
10.45 |
Intelligent Wealth Management And Financial Strategies To Take Family Businesses Into The Future
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Moving away from the patriarchal model: Tradition Vs Innovation
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Choosing the appropriate growth channel based on internal best practices |
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Growth in a global world and the move towards “onshoring”, transparency and corporate governance |
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Preservation of family values while giving effective management ability to the successor (shareholder agreements, inheritance pacts, family charter, etc) |
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Planning the desired succession through the combined use of inheritance law, company law and fiduciary solution |
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Managing the family business assets on an international level within the web of potential conflicts of law (matrimonial and succession disputes that could stall the business) |
Geetha Prod’hom, Head of Wealth Planning Middle East, BNP Paribas |
11.30 |
Driving Unity Between Generations Through Powerful Governance, Education, Philanthropy And Family Offices
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Establishing shareholder-friendly governance structures, transparency and disclosure in a private culture to enhance shareholder value without losing control |
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How should the family office evolve to sustain wealth and keep the family united? |
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Managing change and conflict between generations and family members |
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Choosing and integrating the right philanthropic projects that are aligned with the goals and add value to the business |
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Analysing the impact of ownership transition and succession planning on governance |
Francesco Aletti Montano, President, Aletti Montano & Co. Family Office |
12.15 |
Lunch |
13:30 |
Aligning Strategic Goals With Your Corporate Vision And Values
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Evolving in a mature market: Aligning your business model, organisational structure and operational planning |
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Ensuring your strategic vision is clearly communicated across the organisation |
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Defining your mission statement and emphasising your goals to all your stakeholders |
Mohammed Al Fahim, Honorary Chairman, Al Fahim Group |
14.15 |
The Batterjee Group Story
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Exploring the role of non governmental institutions in resolving problems facing family businesses |
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Overcoming the challenges facing female members in family businesses |
Mazen Batterjee, Vice President,
Batterjee Group of Industries |
15.00 |
Closing Keynote
Overcoming Stressors Specific To Family Businesses: Key strategies For Sustainable Success
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Detecting family pressures that can harden into stress |
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Finding solutions to long-running conflict and resentments |
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Change Management – ensuring unity and commitment at times of transition |
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Family diplomacy – relationship building for the corporate good |
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Actions and strategies to pressure proof the family business |
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Encouraging a culture of empowerment and personal development |
Carole Spiers, World Leading Authority on Corporate Stress, BBC Broadcaster, Motivational Speaker, Best-selling Author, Founder and CEO, Carole Spiers Group - International Stress Management & Employee Wellbeing Consultancy, UK |
15.40 |
Chair’s Final Remarks
David Harris, News Director, The Media Line - Middle East & North Africa |
16.00 |
Close of Family Business Forum |
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