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Ten Minute Interview: Family Investments

January 15, 2025

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Brian Lucareli, director of �鶹ֱ�� Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Kay Gordon, partner, and member of our Fund Formation and Investment Management practice group, for a 10-minute interview to discuss family investments. During this session, Kay explained which are the structures utilized for family investments, the benefits of using external, as opposed to internal, management, and what are some of the legal considerations for retaining internal and/or external managers.

Authors

Brian L. Lucareli
Kay A. Gordon

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Family Offices

Practice Areas

Estate Planning

Topics

Family Office’s Ten Minute Interviews

Author(s)

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Brian L. Lucareli

[email protected]

Milwaukee 414.297.4950

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Kay A. Gordon

[email protected]

Boston 617.342.4089

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