Overview

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

Online

June 17, 2020 - 10:00am EDT

The webinar will be delivered in English

This webinar is for family members that own, lead, govern, and are beneficiaries of a Single Family Office.

REGISTER HERE


A webinar for families to explore how their Single Family Office can better serve their family 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.

 


Who Should Attend:

This webinar is for family members that own, lead, govern, and are beneficiaries of a Single Family Office.

Please bring your questions to ask the speakers live during the webinar.

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Faculty

Marlon Young
Senior Advisor and Associate Partner, Cambridge Family Enterprise Group

Based in New York, Mr. Young advises multigenerational family enterprises of diverse sizes, generations, and industries throughout North America, South America, and Asia. He assists family enterprises and family offices in achieving their family, ownership, and organizational goals, with emphasis on sibling partnership and cousin consortium stage enterprises. This includes advising on family office performance, management, and governance; wealth and portfolio diversification strategies; how families select financial service providers; effective governance throughout the family enterprise; succession planning; and preparation of the next generation. A seasoned banker experienced in advising entrepreneurs and business owners, he helps families unlock opportunity for family enterprise systems in an integrated fashion across family, business, family office, ownership, and wealth issues.

[email protected] 

Mario Marconi
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.

[email protected]

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Venue

Online

This program will be offered live, online, in the form of a one-hour webinar. Participants must register in advance in order to be given a link to join the webinar live.

Registration

REGISTER HERE

If you need assistance, please email Dina Dvinov at [email protected]

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