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. 

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, and Tom McCullough, CFA, CEO, Northwood Family Office