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Every family office is unique, and so are the governance structures needed to meet the family's objectives. This session will help attendees understand when a family office should implement more (or less) formal governance components - from committees to councils to bringing in outside directors alongside family members. Attendees will walk away wi...

1031 Exchange, commonly known as like-kind exchange, can be a smart tax strategy for business owners who also own or invest in real estate. Understanding seven basic fundamentals of a 1031 exchange will make you more informed to know if a 1031 strategy will fit into your overall tax and real estate plans. Watch the short video and learn the fundame...

Real estate as an asset class requires constant attention to ever-changing variables. Implementing a defined, analytical, yet flexible asset management process within your family office’s direct investment function is critical to ensure your portfolio is positioned to meet intended goals.

This guidebook takes a critical look at significant challenges and opportunities in family office operations and offers comprehensive guidance with a future-focused lens. Gain expert insight, strategies, and best practices on the top-of-mind issues that include strengthening your cybersecurity, leveraging your technology, the role of the chief inve...

As families grow their investment function, the Chief Investment Officer (CIO) must provide insight and flexibility to serve varied and changing investment platforms. While much of the CIO’s role is focused on investments and the investment decision-making process, many CIO responsibilities aren’t investment-centric and will impact the long-term su...

As noted in The New Family Office 5.0 Model, a rising number of family offices are allocating resources to direct investments, including building an in-house direct investment function to gain greater control, better diversification, increased flexibility, and income and estate tax benefits. From generating deal flow to due diligence, key cons...