Later this month, Jennifer M. Eaton, Partner & Senior Client Advisor, will speak at the Southeastern Family Office Forum in a session designed to help families better understand single and multi-family offices.

While each family office is as unique as the individuals and families that it serves, there are fundamental questions to ask and steps to take in developing one. This panel of experienced family office executives will review their experiences and answer questions about establishing and growing a flexible and lasting family office. With panelists representing both single and multi-family offices (MFOs), Jennifer will focus on the landscape of MFOs and share best practices from Ballentine Partners including how we structure our client teams, what services we offer in-house versus through outsourcing, as well as a fee comparison.

Click here to learn more about Jennifer M. Eaton.

Learn more about the Southeast Family Office Forum.