Advanced Family Office Execution, Legacy, and Deal Structures, video 5 of 20

Family Office Live Forum: Capital Raising, AI Tools & Investor Feedback (with Richard C. Wilson)

This forum covers capital raising, AI tools, and investor feedback in a multifamily office context. Use it to examine an MFO’s positioning, access model, technology use, service scope, governance, communication, and responsiveness. The discussion can help families define questions before comparing MFO structures and capabilities.

Why watch

• Assess how an MFO positions its capital raising capabilities and access model.
• Consider how technology may support family office operations and service delivery.
• Prepare questions about communication, governance, and responsiveness to investor feedback.