The evolution of family offices: from 60/40 to direct private equity, 10.9.2025
Members and non-members
date & time
10/09/2025 6:00-7:00 pm EEST
Fee: Free of charge
Join CFA Institute for this interesting webinar on family office investment trends. Family offices are no longer content with traditional 60/40 portfolios. According to UBS’s 2025 Family Office Survey, allocations to alternative investments now surpass those to public markets, with direct buyouts representing the largest share—44% of the average portfolio. The appeal is clear. But concentrated private holdings introduce new fault lines: liquidity traps, opaque valuations, and the risk of internal conflict as generational voices multiply.
Learn how leading families are:
Evaluating direct deals
Implementing robust risk management
Balancing multi-generational interests
Join industry experts as they share practical insights to help your clients navigate private market investments effectively.
Can't attend live? Register for the recording.
Speakers:
Lisa M. Corcoran, Head of Private Markets, Bessemer Trust,
Michael Zeuner, Managing Partner, We Family Offices,
Peter Went, CFA, Senior Director, Learning Content, CFA Institute
Tom McCullough, CFA, CEO, Northwood Family Office