1-Hour Program

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Family offices differ from other investors in a variety of ways, from being able to deploy “patient capital” and having flexible investment mandates to bringing specific operational and strategic expertise to portfolio companies.  Like with other investors, COVID-19 has presented – and continues to present – unique and evolving challenges and opportunities for family offices.  Unlike with other investors, the unique attributes of family offices provide unique opportunities to answer to these challenges and opportunities.

In this Briefing, Joseph Ehrlich, Co-National Practice Leader for Private Equity, Family Office and M&A at Beecher Carlson Insurance Services, LLC, has assembled a group of family office professionals and industry experts to discuss:

  • The impact of COVID-19 on the economy and the investment landscape (15 minutes)
  • The impact of COVID-19 on current family office investments and their investment pipeline (15 minutes)
  • The ways family offices are revising and rethinking investment and portfolio risk balancing strategies (10 minutes)
  • The ways family offices are modifying their investment strategies considering COVID-19 (10 minutes)
  • The ways family offices are differentiating their offerings from private equity in this environment (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

Beecher Carlson Insurance Services, LLC



Alexa Rachlin

Declaration Partners


Beth Rahn

McNally Capital, LLC


Frederick Tanne

Tanne Family Office 



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