This discussion features John Lucan, a multifamily office executive, Fred Gluckman, a family office advisor, Andrew Cohen, a family office journalist, and Jay Rogers, a seasoned family office executive. They delve into the relevance of the endowment model for family offices and the nuances of private equity. Topics include the impacts of wealth transfer on M&A activity, the need for transparency in investments, and the shift towards co-investment strategies, emphasizing the importance of specialized expertise and strong partnerships for success in evolving financial landscapes.
