Event Details
Back to the Office?
Part II: The Return of On-Site Employees
June 19, 2020 @ 1pm ET
We close out our COVID-19 Webinar Series with an all-star panel of family wealth executives discussing the myriad considerations involved in bringing employees back to the office.
Join us on a live webinar this Friday at 1pm ET — the final webinar of this series! — when we speak with Michael Kossman (COO and CCO, Aspiriant), and Drew McMorrow (President and CEO, Ballentine Partners). This panel will be moderated by David Lincoln (Partner, WISE Gateway) and cover topics including:
- Virtual meetings/work trainings
- Outsourcing positions
- Downsizing offices
- Changing employee policies
This event is sponsored by
With more than three decades of serving ultra-wealthy families and advisors, Schwab Advisor Services™ has the deep experience and extensive resources needed for today’s single- and multi-family offices. As an industry leader, we combine experts who deliver high-touch service with modern technology. It’s why 288 single- and multi-family offices custody with Schwab and why we are entrusted with $378 billion in ultra-high-net-worth household assets.
Our mission at Schwab Advisor Family Office is to be the most trusted partner to advisors and family office professionals serving the ultra-wealthy community. Our dedicated team of experts is highly specialized in providing what is most critical to the modern family office. We offer subject matter expertise, curated thought leadership, and bespoke events to fuel the success and ensure the sustainability of the family office firms we serve.
Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. (Schwab), member SIPC .
Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
This is a sponsored feature developed by Family Wealth Alliance and supported by Charles Schwab.
Family Wealth Alliance is not affiliated with The Charles Schwab Corporation.
Family Wealth Alliance will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at www.schwab.com/privacy.
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