This panel discussion focuses on Outsourced Chief Investment Officers (OCIOs) for family offices. Experts share insights on the current state of the OCIO market, the shift in family office perspectives post-COVID, and the complexities of the buy versus build decision-making process. The conversation highlights the importance of governance, communication, and benchmarking in managing family wealth, as well as the growing focus on private investments and tax considerations.
This episode was recorded on August 11, 2025.
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