34th IBA Global Challenges and Opportunities for the Asset Management Industry Conference

8 Jun - 10 Jun 2025

Session information

Representing the single family office: Insights into an Opaque Investor Class

Committee(s)

Asset Management and Investment Funds Committee (Lead)

Description

Representing the single family office: Insights into an Opaque Investor Class This panel will discuss the specificities of family offices and the challenges for asset managers and fund providers to satisfy their need.  Issues to be covered will include:

  • Defining a family office’s scope of services (with a focus on the investment structure design);
  • Implementing a proper governance and investment structure;
  • M&A, Defining investment and risk management strategies to meet the typical objectives of family offices;
  • Managing cross-border regulatory and compliance risks Managing multi-jurisdictional tax aspects
  • Managing investment managers and their oversight – some lessons learned.

Session / Workshop Chair(s)

George Davitt Pamoja Capital SA, Geneva, Switzerland

Speakers

Ron Cami Altana, Boston, Massachusetts, USA
Patricia Poglinco Seward & Kissel LLP, New York, New York, USA
Jay Sullivan Sutton Place Limited, Boston, Massachusetts, USA