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

Marlon Young
Senior Advisor and Associate Partner, Cambridge Advisors to Family Enterprise
Mario Marconi
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 Advisors to Family Enterprise

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.

Senior Advisor and Associate Partner, Cambridge Family Enterprise Group

Based in Zurich, Mr. Marconi advises enterprising families globally on strategies for long-term wealth regeneration, family office performance, impact investing, family philanthropy, intergenerational wealth transfer, and issues related to governance, succession, and long-term success of a family enterprise. He comes out of the financial services industry with a background in wealth management, investment banking, and sustainable philanthropy. For more than 25 years, he held executive positions at UBS where he grew and led multiple areas of the private bank including services for ultra-high net worth families and family offices.