1-Hour Program

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Family offices are often likened to snowflakes because, “like snowflakes, no two family offices are alike.”  While it is certainly true that each family office is unique and has its own ethos and perspective, they also are likely share a set of characteristics that create unique investment opportunities and challenges.  During and after the Novel Coronavirus pandemic, we expect that these unique attributes will inform the strategies and tactics that family offices employ to navigate -- and take advantage of -- the new investment landscape.

In this One-Hour Briefing, Joseph Ehrlich, National Practice Leader for Private Equity, Family Office and M&A at Beecher Carlson Insurance Services, LLC will be joined by James Cacioppo of One East Capital Advisors LP, Howard Cooper of Cooper Family Office, Paul Sygrove of Swig Equities, LLC and Sarah Wimmer Overbay of North Island as they explore the following topics:

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


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

Credit Details