WEBINAR REPLAY: The Role of the Family Office During the COVID-19 Pandemic

Marlon Young
Senior Advisor and Associate Partner, Cambridge Family Enterprise Group
Mario Marconi
Former Senior Advisor and Associate Partner, Cambridge Family Enterprise Group
This webinar originally took place live in June 2020.

Please visit our Virtual Services page for more information on upcoming webinars and digital resources.

 

This webinar is for family members that own, lead, govern, and are beneficiaries of a Single Family Office.  Exploring how the Single Family Office can better serve families during turbulent times.

As Family Offices experience uncertainty and volatility brought by today’s Covid-19 pandemic, it is time to take stock of how your Family Office performs in a crisis. How well has your Family Office served the family during this period, and where is there room to improve during the persistent economic downturn? We will share our observations of how Family Offices perform in turbulent times, and how to assess how your Family Office is performing.

Then, we turn to specific ways a Family Office can partner with the family through the crisis to help the family weather the storm and emerge stronger. Regardless of the size or role of your Family Office – whether broad or narrow in its range of services – the Family Office has a clear role to play in supporting the family through a turbulent period, and we will share our recommendations for ways to do this.

Senior Advisor and Associate Partner, Cambridge Family Enterprise Group

Marlon Young is an advisor to business families throughout the world on the design and implementation of family enterprise governance, ownership issues, succession planning, and next generation development.

Former Senior Advisor and Associate Partner, Cambridge Family Enterprise Group

It is with great sadness that we say farewell to our dear friend and colleague, Mario Marconi, who passed away after a short illness in August 2022.

Mario was a senior advisor and partner at CFEG, based in Switzerland. He was an expert on family office design and management, trusts and wealth structures, impact investing and family philanthropy, and long-term wealth regeneration. With a background in wealth management, investment banking, and sustainable philanthropy, his focus was advising enterprising families globally on their financial strategies, be it for their private wealth or business needs.