Family Office Fundamentals

Back for its second year, our family office practice invites you to attend Family Office Fundamentals, a series of one-hour webinar sessions covering a wide range of topics. Each session will provide valuable insights into the key drivers of success in managing and preserving family wealth.

CLE Questions?

Please contact CLECreditRequest@morganlewis.com.

Other Questions?

Please contact Felice Agaronin.



Past Webinars

  • September 10, 2025 - Deploying Capital: Back to Basics for Family Offices
    Read the Insight >>

    Join us for a one-hour panel that will focus on the deployment of capital by family offices. Our speakers will discuss the key building blocks of family office investment portfolios, including fund formation, fund investments, direct investments, and co-investments.

  • July 16, 2025 - Navigating an Unpredictable Tax Landscape

    Please join us for a panel discussion on the shifting tax landscape for family offices. Our speakers will discuss federal income tax changes, as well as how to prepare for Internal Revenue Service (IRS) campaigns and enforcement actions, navigate the IRS’s Global High Wealth Program and high wealth audits, and implement tax-related legal best practices.