Exploring family office current trends and best practices
December 8th 2021, London
On 8 December 2021, Rosalyn Breedy participated in a panel discussion hosted by Goldman Sachs, exploring current trends and best practices in family offices.
The key issues which were covered
- migration of family
of family offices;
- the broader
representation of blended families
governance and regulation;
social media and succession;
safety and online reputation;
- the distinction
between charitable giving and impact; and
- ESG and ESG-plus
– diversity and investing.
Other panel members included:
- David Bowen,
partner at EY Private;
- Jennifer Smithson,
partner at Macfarlanes; and
- Paul Douglas,
managing director of Accuro Fiduciary.
The discussion was followed
by some quick-fire questions, including:
- Has the pandemic
had any impact on family office behaviours?
- How is the
technology utilised by family offices keeping pace with the changes and
working/travel habits as a result of the pandemic)?
- With the rise of
cryptocurrencies, blockchain, NFTs and wider decentralised technologies, how have
clients reacted to this rapid growth in interest?
The panel was moderated by Darren Allaway, managing director of consumer
and investment management at Goldman Sachs, and organised by Jazz Pearcey, and
David Njoroge, executive directors at Goldman Sachs.