Chautauqua Academy
Family Offices Explained: How They Differ from Money Managers and When They Make Sense
Presented by: Lauren Rich Fine, CFA
- WED, MAY 13, 2026
- 7:00-8:00 PM EST
- Virtual (Zoom)
TICKET PRICE:
$30 Registration (Zoom Link) – Only ONE required per household.
The lecture recording will be emailed the next day to registered participants.
Speaker bio:
What exactly is a Family Office? How does it differ from a traditional money manager or advisor? Who actually needs one, and how much wealth does it realistically take?
Join us for an engaging virtual conversation with Lauren Rich Fine, a seasoned investment professional and long-time Chautauquan, as she demystifies the modern Family Office. Lauren will explain how Family Offices work, when they make sense, and why interest in them has grown so rapidly — all in plain, accessible language.
Speaker bio:
Lauren Rich Fine, CFA, is a Partner for Investments & Business Development at Beatrice Advisors, a modern multi-family office in New York and Cleveland. She brings decades of experience in equity research, wealth management, and strategic planning, including nearly 20 years as a Managing Director at Merrill Lynch and leadership roles in client advisory and business development. At Beatrice, she helps shape investment strategy and expand the firm’s family office services while serving on several civic and nonprofit boards.