Virtual Fireside Chat with Leading Family Enterprise and Family Office Experts

Topics of Discussion Include:

• The role of family offices in structuring and advising families with regards to liquidity events and family dynamics.
• Strategies for families to intelligently run and manage the risks associated with private wealth and operating businesses concurrently.
• Key trends in the family office industry including the emergence of different business models and how, when, and why family offices are established.

Panelists:

• Patricia Angus, JD, MIA, TEP, Founder and CEO of Angus Advisory Group LLC, Adjunct Professor at Columbia Business School, and Co-Founder, Global Family Enterprise Program
• William Woodson, Head of Strategic Wealth Advisory and Family Enterprise Services at Silicon Valley Bank (SVB), Adjunct Lecturer for the Master’s in Wealth Management Program at the Columbia University School of Professional Studies, and Chair of Stanford University’s Global Family Office Initiative
• Moderated by: Tom Burroughes, Group Editor of ClearView Financial Media. ClearView Financial Media is the publisher of Family Wealth Report