1-Hour Program

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There is a commonly used axiom about family offices: “Family offices are like snowflakes: each one is unique.”

While that is certainly true, it is also true that family offices that are actively involved in direct M&A share characteristics which make them unique from other types of investors, including having the ability to access “patient capital” and the flexibility to modify investment mandates nimbly in the face of changing economic opportunities and challenges.

In this One-hour Briefing, Joseph Ehrlich, National Practice Leader for Private Equity, Family Office and M&A at Brown & Brown Specialty Risk Solutions, will be joined by a group of family office professionals and industry experts to discuss:

  • Review of current M&A trends and the current M&A landscape (15 minutes)
  • Unique aspects of family Offices and impact of approach to M&A (10 minutes)
  • Comparison of family office investors to other types of Investors (15 minutes)
  • Discussion of family office investment approach to M&A (10 minutes)
  • Family office M&A outlook and predictions (10 minutes)



Program Level:  Update

Intended Audience:  Outside attorneys, in-house counsel, financial advisors, accounting professionals and other allied professionals involved with family offices

Prerequisites:  None

Advanced Preparation:  None




Joseph Ehrlich

Brown & Brown Specialty Risk Solutions



Sarah Wimmer Overbay

North Island


Beth Rahn

McNally Capital, LLC


Michael D. Schwamm

Duane Morris LLP



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