Event Details
The foundation of a high-performing family office is built on a dynamic and efficient team structure. As family offices grow and evolve, so too must their organizational frameworks to support collaboration, clarity, and scalability.
In this session, panelists will share their insights on how their team structures have transformed to meet the changing needs of their firms. Each panelist will bring a unique perspective, offering practical strategies and lessons learned to help attendees navigate the complexities of modern family office operations. From improving workflow and enhancing team alignment to fostering a culture of efficiency, this webinar will provide valuable takeaways to ensure your family office is positioned for sustainable success.
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| Allison DiLiberto Managing Director, Head of Finance & Operations Altair Advisers |
Jim Robbins Executive Managing Director Cresset |
Jacquie Weflen Family Wealth Strategist, Partner TFO Family Office Partners |
Note: Quarterly Conversations webinars are exclusive to FWA members. Any non-member registration will be canceled.
If you are unable to attend live, the webinar recording will be available to members in the FWA portal.
