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Ten Minute Interview: Family Investments

January 15, 2025

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Brian Lucareli, director of �鶹��ý 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

Sectors

Family Offices

Practice Areas

Estate Planning

Topics

Family Office’s Ten Minute Interviews

Author(s)

A man in a dark pinstripe suit and light blue tie stands smiling in a blurred law offices hallway background.

Brian L. Lucareli

[email protected]

Milwaukee 414.297.4950

A woman with blonde hair wearing a gray blazer and light pink blouse smiles in front of a blurred indoor background, reflecting the professional atmosphere of corporate law offices.

Kay A. Gordon

[email protected]

New York 212.338.3467

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