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Most businesses are started by individuals that work hard to grow them. When these businesses are successful and wealth is accumulated, managing the wealth to preserve it for retirement and pass the excess capital to the next generations becomes an important priority. Many families find convenient the establishment of a single-family office while others prefer (or need) to join a multi-family office to manage capital professionally. Join Federico Jost, Partner at Blue Opal Capital (New York) as he explores the differences among the structures, asset class selection and allocation, investment processes and governance that are key to understanding how they operate and why these organizations are becoming important on private capital markets.

The information, analysis and opinions expressed in the webinars, podcasts and/or congress presentations are solely those of the presenter/author, are not reviewed by the Institute as to content or accuracy, and are not endorsed by CBV Institute or any of its Members.

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