Ten Minute Interview: Family Investments

The unique position of family offices gives them an opportunity to pursue a broad spectrum of investments and utilize different strategies. In this 10-minute interview, Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, joins Kay Gordon, partner, and member of our Fund Formation and Investment Management practice group, for a discussion on family investments.

In this conversation, Kay explained the structures family offices utilized for family investments, the benefits of using external as opposed to internal management, and what are some of the legal considerations for retaining internal and/or external managers.