Today’s uncertain economic environment is creating crosscurrents for family companies, family offices, and investment portfolios worldwide. While we don’t know what the future holds, we know from past economic tumult that successful families and long-term investors find opportunity in the chaos and build resilience in the process…if they are prepared and positioned to act. In this webinar, learn how family owners make use of economic instability through a disciplined preparation process that leads to sound investment decisions, long-term value creation, and family engagement.
Webinar participants will learn:
- What past economic crises teach enterprising families about investing during economic downturns
- The preparatory steps families can take to be ready to make capital allocations amidst uncertainty
- The governance required to evaluate strategic investment opportunities that emerge specifically during economic downturns
- How family owners can be faster, decisive, and agile during unstable times
- How to engage the broader family in the preparation and decision process
Cash is King, but Value Creation is a Family’s Long-term Goal – Even During a Crisis 
Compounding Your Family’s Wealth: Building a Multigenerational Total Wealth Portfolio 2025 
Wealth Strategy 
Larry Peck is Senior Advisor at CFEG where he advises the owners of family enterprises on their total wealth strategies, and supports them in executing direct investments, acquisitions, divestitures, diversification, and capital sourcing. As an advisor and investor, he has successfully navigated past economic downturns and educates family ownership groups about the lessons learned from investing during unstable periods. His work focuses on helping family owners understand where value can be created within their enterprises and designing the strategies and governance required for decisive and united action.