Overview
As wealth transitions and global complexity rises, family offices are being reshaped from within. This webinar explores how modern family offices are evolving their governance, leadership models, and strategic mandates to thrive across generations.
Timings:
11:00 AM ET | 4:00 PM GMT
In partnership with CFA Society Dallas/Fort Worth.
This webinar is eligible for 1 PL credit. CFA Institute members can add the credit to their tracker.
Key takeaways
- Design effective governance structures that align family purpose with investment execution
- Plan for succession with clear roles, responsibilities, and generational integration
- Adapt to new priorities: from impact and innovation to global diversification and transparency
Speakers
