GFO-Circle Events

Family offices are rethinking traditional portfolio frameworks as volatility and macro uncertainty challenge conventional diversification. We brought together members of our Global Family Office Circle and investment professionals to explore how portfolios can move beyond market-dependent returns and access more resilient sources of alpha.   Across two panels, speakers discussed practical strategies such as incorporating… Continue reading Roundtable: Beyond Beta, Beyond Direction

Many Asian families today stand at a crossroads, with trillions in assets poised for intergenerational transition. Despite a strong desire to preserve family identity and values—a longing that resonates “in the genes” across cultures—succession remains fraught with hesitation and complexity.   We shared our key findings from WMI’s Research report: “Asia’s Succession Moment: Closing the… Continue reading Roundtable: Timeless Principles of Succession – Transcending Culture & Heritage

Amid rising complexity and rapid technological change, safeguarding and growing family wealth requires new thinking. We brought together single-family offices and industry leaders to explore how artificial intelligence is shaping investment and operational strategies.   During the session, we explored how generative and agentic AI can be applied to enhance decision-making, streamline routine processes, and… Continue reading Roundtable: Artificial Intelligence for Single Family Office​