Overview
Family offices bring distinctive approaches to long-term investing, portfolio construction, governance, and wealth management. With long investment horizons, flexible capital, and access to private markets, their investment priorities can differ from those of traditional institutional investors.
In this webinar, Azmi Özünlü, Senior Director of Learning Content at CFA Institute, leads a conversation with Nick Fafoglia, CFA, Senior Vice President at Commerce Trust; Helena Eaton, CFA, Head of Advisory at Bedrock Group; Tom McCullough, Partner at Corient; and Michael Zeuner, Managing Partner at WE Family Offices. Together, they examine family office investment philosophies, governance models, approaches to multigenerational wealth stewardship, and private-market investing, with a focus on what practitioners can apply in their own work.
Key discussion points
- Market influence: How family offices are influencing investment markets and wealth management practices.
- Portfolio construction and governance: How family offices approach long-term portfolio construction, governance structures, and risk management.
- Private markets and direct investing: The role of private markets, direct investments, and alternative assets within family office portfolios.
- Intergenerational wealth transfer: How family offices plan for wealth transfer across generations and long-term capital preservation.
- Lessons for practitioners: Practical takeaways for professionals advising or working with family office and high-net-worth clients.
CFA Institute members can self-report 1 PL credit for attending.
Timings:
11:00 AM ET | 4:00 PM BST
Key takeaways
- Structural trends redefining the profession The discussion goes beyond market cycles to examine the deeper forces reshaping how wealth managers deliver value.
- Generational shifts in client expectations As wealth transfers across generations, client priorities, communication styles, and definitions of trusted advice are changing alongside it.
- Technology and the future of personalized advice Advances in technology are raising the bar for individualized guidance and altering how firms build and scale advisory relationships.
- Business model adaptation Leading firms are already rethinking their models to stay relevant. The webinar examines what those adaptations look like in practice.
- Capabilities wealth professionals need next Succeeding in the decade ahead requires specific skills. The panel identifies what advisers should be developing now.
CFA Institute members can self-report 1 PL credit for attending.
Speakers
