Family Office Mergers and Collaboration: When Joining Forces Makes Sense

About this event

This webinar explores family office mergers and collaboration and when joining forces genuinely makes sense, with an MFO principal, an SFO that made the transition, and a legal advisor. Topics to be discussed include when moving to a multi-family model is the right call, the shared services options short of a full merger, legal structuring of combined arrangements, and the cultural challenges that decide whether collaborations succeed or fail. A balanced look for families weighing scale and cost efficiency against independence.