Webinar
Governance Strategies for Modern Family Offices
Hosted by CFA Institute
Jun 24, 2026· Timezone: ET Online / Virtual
About This Event
This webinar examines how family offices can design and implement governance frameworks that balance tradition with professionalism. Participants will explore practical approaches to establishing clear accountability, defining roles of family members and advisors, and professionalizing operations while maintaining alignment with family values and supporting multi-generational continuity.
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Who This Event Is For
Target Audience
Family office professionals, wealth advisors, financial advisors, board members of family offices, family members involved in wealth management