This session will look at the sometimes-mythical concept of family offices collaborating to more effectively and efficiently achieve a common end goal. Many people talk about this, but who is really doing it, and how are they doing it? This might involve sharing personnel resources, data/information, co-investing together or having integrated events. We will engage a panel of family members/family office execs who have engaged in successful collaboration to learn what works, what doesn’t work and what they have learned from the process.
Beth Rahn, McNally Capital, LLC
Moderator: Rick Novak