The Washington Roundtable 2020

When: March 2 - 4, 2020

Where: Washington, DC

Does the Yale Model Make Sense for Family Offices?

The Yale Model – warranted or not – is the gold standard in endowment investing. As multi-family offices grow and become more institutionalized, does it make sense to follow this trend given differences in objectives, risk, and access? What are some tips family offices can gain in building out their alternatives book from endowments and foundations?

Panelist: R.J. Smolenski, Managing Director of Research, Pitcairn

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About Pitcairn

Pitcairn is a true family office and leader in helping families navigate the challenges and opportunities created by the interplay of family and financial dynamics. Through Wealth Momentum®, an experience-based family office model, Pitcairn helps families achieve a more effective and complete experience. Since its inception, Pitcairn has partnered with some of the world’s wealthiest families to meet their needs and drive better outcomes – year to year, decade to decade, generation to generation. Today, Pitcairn is recognized as an innovator, guiding families through generational transitions and redefining the industry standard for family offices. The firm is located in Philadelphia, with offices in New York and Washington, DC and a network of resources around the world