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FPA DFW Chapter Meeting (New Time & Location)
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 Export to Your Calendar 6/5/2018
When: June 5
7:30 - 9:40 AM
Where: Map this event »
Dallas Country Club
4155 Mockingbird Ln.
Dallas, TX  75205
United States
Contact: Melisa Hall
972-747-0407


Online registration is available until: 6/4/2018
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FPA DFW Chapter Meeting

 

 

 

PLEASE NOTE THE CHANGE IN LOCATION AND EVENT TIME.  THIS EVENT WILL TAKE PLACE AT THE DALLAS COUNTRY CLUB, JUNE 5TH, 7:30 AM CHECK IN AND BREAKFAST.  8:00 - 9:40 AM WELCOME, ANNOUNCEMENTS AND CE PRESENTATION.

 

 

7:30 AM - CHECK IN & BREAKFAST BUFFET

 

8:00 AM - WELCOME, ANNOUNCEMENTS, SPONSOR SPOTLIGHT

 

8:25 - 9:40 AM - CE PRESENTATION (1.5 CFP, CPA, CIMA)

 

 

TEXAS PATRIARCH: THE RISE & FALL OF A FAMILY EMPIRE

 

Douglas D. Box, Box Family Advisors, LLC

 

 

Texas patriarch is a saga of four brothers' struggle to determine the fate of the oil and gas empire built by their father, Cloyce Box.  In his long shadow, they fought over money and power, nearly destroying both the business and the family.  After quarrels and litigation, they finally managed to rediscover each other and the importance of family.  This powerful session will give a cautionary tale to give families and their trusted advisors the motivation to avoid squandering a family's wealth legacy.  Learning objectives include:

  • Family relationships matter most
  • Nothing can be successfully resolved in court
  • Plan while you can
  • Estate planning does not equal succession planning

 

Doug Box is an author, speaker and consultant to family-owned businesses.  Based in Dallas, Doug is also a frequent presenter at family business forums, wealth conference and trade associations across the country as well as a guest lecturer at several universities on the topic of family business. In September of 2014 he published his first book, Cutter Frisco, Growing up on the Original Southfork.  In the fall of 2016, Doug released a more extensive book about his father called Texas Patriarch – A Legacy Lost. In 2005 he formed Box Family Advisors and began helping private families with succession planning, corporate governance, dispute resolution and family meetings. Doug brings personal experience to his understanding of family dynamics.  As the youngest of four sons, he grew up and worked in a family enterprise all of his life.  The Box Family controlled a number of public and private companies with interests in oil & gas, cement manufacturing and real estate.  Following his father’s sudden death and a litigious four-year family ordeal, Doug led the sale of the oil and gas concern known as Box Energy Corp.  Doug attended college at the University of Texas at Austin.  He received an MBA with honors at Baylor University in 2004 and a Masters in Dispute Resolution from SMU in 2011.  He also holds the Certificate in Family Business Advising from the Family Firm Institute, which he completed in 2011.  Read more.....   

 

 

 

REGISTRATION FEES

 

$40    FPA Members


$55    Guests / Non-Members


$0      Corporate Partners

 

 

 

AGENDA

 

7:30 AM    Check in & breakfast buffet (DALLAS COUNTRY CLUB)


8:00 AM    Welcome, announcements, sponsor spotlight


8:25 - 9:40 AM     CE Presentation

 

 

  

 


 

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