Challenges Facing Family Offices with R. Adam Smith of Salomon Brothers

The Corner Series

Family offices have been growing since the end of the Great Recession. Now, family offices face new challenges such as determining diversification strategy and succession planning.

In this episode of The Corner Series, McGuireWoods’ Geoff Cockrell welcomes guest R. Adam Smith, the Managing Director of Salomon Brothers, who advises many family office clients.

Tune in to hear Adam share his thoughts on family offices engaging in direct investing, the need to hire experienced staff and advisors, and how diversification can provide more financial security.

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