Family Office Leadership Discussion
Virtual Event
When
6.29.21Where
IMN Annual Real Estate Family Office and Private Wealth Management Forum (West)- Family office structure and practices historically vs. today
- What steps are family offices taking to transition to more institutional practices?
- What does it mean to operate more “institutionally”?
- What is driving this transition in family offices?
- What are the benefits of a more institutional operation and what are the drawbacks?
- Does hiring outside investment professionals and other experts lead to more growth opportunities?
- Are there ways to modify the structure of a family office to ensure an internal system of checks and balances?
- What are the downsides of a less formal organization where multiple roles are held by one person and the distinction between duties is not clearly defined?
- Established family offices with a proven track record of success might be resistant to change proposed by the next generation. Are there ways to ease the transition?
- How can a formalized structure help avoid disputes between family members?
- Tax proposals and the potential impact on family offices and real estate
Speaker
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