This podcast features a panel discussion on Family Office Structuring and Governance. The panelists, experts in wealth management, law, and tax advisory, discuss trends in family office creation, the impact of the pandemic, and the shift towards virtual family offices. They explore investment trends, including increased interest in private markets and the challenges of managing liquidity. The conversation covers governance issues, intergenerational wealth transfer, and the importance of defining a family's mission. The panelists also discuss the types of structures used in family offices, such as private funds, and the challenges of recruiting and retaining talent.
Outlines
Part 1: Introduction and Pandemic Impact
Part 2: Models, Risk, and Investment
Part 3: Governance and Evolution
Part 4: Structures and Conclusion
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