The future of family offices

When:  May 19, 2026 from 11:00 AM to 12:00 PM (ET)
Associated with  CFA Society Louisville

As wealth transitions and global complexity rises, family offices are being reshaped from within. This webinar explores how modern family offices are evolving their governance, leadership models, and strategic mandates to thrive across generations.

Key takeaways for this webinar include:

  • Design effective governance structures that align family purpose with investment execution
  • Plan for succession with clear roles, responsibilities, and generational integration
  • Adapt to new priorities: from impact and innovation to global diversification and transparency

Location

Online Instructions: