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J.P. Morgan Private Bank

Family Office Circle 2024

 

Global Connections, Unparalleled Access

How do leading global families navigate complexities in the current economic and geopolitical landscape? How do you build a resilient family vision and create effective succession planning, seamless continuity, and a lasting legacy?

The inaugural event brought together a selection of family principals to foster connections, inspire collaboration and share insights on leadership, overcoming complexities in legacy planning and investment strategies.

Positioning for the Polls

Alice Su, Senior China Correspondent, The Economist
Yanmei Xie, China Policy Analyst, Gavekal

This panel brought together unique perspectives from two professionals on the current volatility and unpredictability in our world. Their diverse experiences shed insights on the complex dynamics of the current geopolitical landscape, the consequential effects of the U.S. election, and how a contracting Chinese economy might be part of the bigger plan.

Prepping for an Endurance Race

Angad Banga, COO, The Caravel Group
Filippo Noseda, Partner, Mishcon de Reya

This conversation dived into the key challenges and opportunities for global family offices today. Topics covered various ways to diversify portfolios, alternatives and asset allocation. Additionally, the panel shared anecdotes about working with families to create robust structures that are aligned with their core values.

Driving Legacies Forward

Enzo Mattioli Ferrari, CEO, Ferrari Family Investments

The fireside chat with Enzo Mattioli Ferrari, a fourth-generation member of the Ferrari family, was nothing short of awe inspiring.

Enzo relayed how his family values and history helped influence his career and his decision to take care of the investment arm of his renowned family. He discussed how he balances the global perspective of his investments with a local presence, as well as his vision for structuring a family office, and he parted with advice on how to create lasting legacies filled with passion and purpose.

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