Timothy Lappen, Founder and Chairman, Family Office Group, Jeffer, Mangels, Butler & Marmaro LLP
Generalists were managing family offices a decade ago, says John Duffy, right, of J.P. Morgan U.S. Private Bank, but the trend now is toward specialization as family offices become more like corporations. At left is moderator Timothy Lappen of Jeffer, Mangels, Butler & Marmaro.
The events of the past 24 months, especially in the capital markets, have rocked the lives of many investors. They're concerned not only about their capital but also about the structures of their family offices, where to turn for advice and which institutions will be around in the long term (or even the short term). This panel explores the best practices utilized today - by family offices and others - regarding such disparate issues as family governance, succession planning, choosing and retaining top talent (whether in-house or outsourced), and oversight/supervision of all of their varied interests (financial and otherwise).
Global Conference 2013
Former Prime Minister Tony Blair, philanthropist Bill Gates and Strive Masiyiwa of Econet Wireless discuss advancing prosperity in Africa.
