Panel: Capital Allocation in Complex Family Enterprises During a Crisis
Parametric has worked with family offices and the advisors who serve them since 1992. One of the things we appreciate most about working with family offices is the chance to learn from some of the world’s best investors and wealth stewards. One question we hear often is “What are families like mine doing?” The interest in this question is even greater during periods of crisis, such as the COVID-19 pandemic.
To provide some answers, Parametric managing director Bob Breshock, who leads our Family Office Advisory Group, conducted a panel interview with three industry veterans who have founded, led, or consulted for family offices:
- Stuart Lucas, co-managing partner and chief investment officer at Wealth Strategist Partners
- Christine Galloway, former president and CEO of the Okabena Company
- Mark Pockell, family office consultant and former senior director of family office services at BNY Mellon