Overview

Family offices have become some of the most influential participants in global capital markets. With long-term investment horizons, flexible capital and increasing access to private markets, they are reshaping investment strategies and challenging many of the traditional approaches to wealth management.

As the number and sophistication of family offices continues to grow, their investment philosophies, governance models and approach to wealth preservation are influencing how advisers, private banks and wealth managers serve high-net-worth and ultra-high-net-worth clients.

This webinar will explore how family offices are changing the investment landscape, the strategies they are adopting to navigate today's market environment, and what the broader wealth management profession can learn from their approach to long-term investing, governance and multi-generational wealth stewardship.

Key Takeaways

By attending this webinar, participants will:

• Understand how family offices are influencing investment markets and wealth management globally
• Explore how family offices approach long-term portfolio construction, governance and risk management
• Examine the growing role of private markets, direct investing and alternative assets within family office portfolios
• Learn how family offices are preparing for intergenerational wealth transfer and long-term capital preservation
• Identify practical lessons that wealth managers can apply when advising increasingly sophisticated clients

Date and Time

Speakers