Webinar
The evolution of family offices: From 60/40 to direct private equity
Hosted by CFA Institute
Sep 10, 2025 Online / Virtual
About This Event
This webinar explores how family offices are shifting from traditional 60/40 portfolios to alternative investments, with direct buyouts now representing 44% of the average portfolio. Industry leaders discuss sourcing deals, implementing institutional-grade guardrails, and preserving capital across generations in the private equity era.