Case Studies: Navigating the Restructuring Process and Governance
Overview
It’s no secret the investment world has changed, causing many family offices to re-evaluate the way they invest. During this session, FOX members will share the process they went through to reorganize their investment function. They’ll explain how they managed the restructuring of investment governance, outsourced relationships, underlying portfolio composition, and more.
Alan Heath, Chairman and CEO, Wind River Trust Company
Alan Houghton, Chief Executive Officer, GOELET, LLC
Moderated by Scott Muench, Market Leader, Financial Families, FOX