Unpacking the Family Investment Committee
Overview
What’s the first step in investing if you’re given the opportunity? How do you collaborate effectively within a committee of family members tasked with investing a portion of wealth? If you already have an investment committee formed, how do you report back to the family governing body or refine best practices? These questions and more will be addressed by seasoned FOX members with deep family investment committee experience.
Lincoln S. Ellis, Sr. Investment Strategist, Northern Trust, Global Family Office
Charles B. Grace, III, Managing Director, Cambridge Associates, LLC
Moderator: Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX