Examining Effective Portfolio Reconstruction: Why, How, and Overall Strategy
Overview
Panelists will discuss common transitions impacting ultra-high net worth families and their family offices that often trigger portfolio changes. The discussion will center around the why, the how, and the final results. Everything from changing priorities to renegotiating debt to managing the expectations of future generations, will be discussed.
Eric W. Bennett, CFA, Partner, Chief Investment Officer, Tolleson Wealth Management
John Ravalli, Managing Director, Portfolio Management, Glenmede
Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX