Critical thinking

Managing legacy: Exploring Single Family Office strategies


Listen Later

Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

In this episode, we delve into the world of Single Family Offices, each one a distinct entity with its own set of structures, objectives and internal dynamics. To explore, Paul Fleming is joined by Beth Johnson and Michel Meert, as they shed light on the challenges and opportunities that currently define the Single Family Office landscape.

The discussion includes the role of governance, succession planning and the ever-evolving landscape of long-term investment trends, including the adoption of  impact-driven strategies.

This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.


R
ead our full important notices - click here

 © 2023 Mercer (US) LLC. All rights reserved.

...more
View all episodesView all episodes
Download on the App Store

Critical thinkingBy Mercer, a Marsh business

  • 4.2
  • 4.2
  • 4.2
  • 4.2
  • 4.2

4.2

5 ratings


More shows like Critical thinking

View all
Exchanges by Goldman Sachs

Exchanges

975 Listeners

WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,359 Listeners

Odd Lots by Bloomberg

Odd Lots

1,981 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

193 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

805 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

292 Listeners

FT News Briefing by Financial Times

FT News Briefing

649 Listeners

Making Sense by J.P. Morgan

Making Sense

70 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,157 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

153 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,177 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,255 Listeners

The Markets by Goldman Sachs

The Markets

77 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

192 Listeners

The Rest Is Politics: US by Goalhanger

The Rest Is Politics: US

2,299 Listeners