The New Frontier in Relationship Management with Family Offices - 10/2020
In this webinar, Family Office Experts with diverse backgrounds provide their unique perspectives on the impact of this new remote workplace - pandemic world on family offices and their advisors.
Understanding the Family Office - 5/2020
This webinar will illuminate the most prevalent considerations for insurance professionals to employ when safeguarding a family’s wealth and well-being while providing tangible tools to help you understand the diverse nature of family office customers, identify gaps and play a more proactive role in the creation of a rock-solid risk management program.
Opportunities in Estate Planning During a Pandemic - 4/2020
This webinar provides a framework for understanding estate planning and the various trust vehicles that are established in connection with effective estate planning.
The Millennials: How do we engage with them - 06/2016
This webinar provides a look at the Millennial Client and how Bessemer Trust is working to teach financial stewardship and promote multigenerational communication.
Access articles from members who are subject matter experts in their field.
AIG PCG 2019 Family Office Benchmarking Study compliment to the May 2020 webinar
Building a family office to steward family wealth and values - UBS Family Office Solutions Group 2020