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Cliff Oberlin shares a century’s worth of wisdom from running his multigenerational family office—and how you can structure, scale, and protect your own legacy. As chairman of the Oberlin Family Office (est. 1920s), Cliff has scaled and exited multiple businesses, co-founded ventures with PIMCO's former CEO, and now supports single and multi-family offices globally.
In this masterclass, you’ll learn:
The “15 uncommon but proven” strategies used to build thriving family offices
How to structure family offices for control, legacy, and long-term success
The biggest mistakes families make post-liquidity—and how Cliff helps fix them
Insider insights from a survey of 400+ family offices across generations
Why concierge medicine and cyber risk are now priority services for UHNW families
How inheritors vs. founders think about legacy, investing, and co-investing
Private Placement Life Insurance (PPLI) and why Cliff uses it with billion-dollar clients
How to manage family dynamics (like who your child is marrying) using “soft services” and data-backed strategy
Whether you’re a founder, inheritor, or advisor to family wealth—Cliff’s insights will save you millions in mistakes and years of trial-and-error.
https://familyoffices.com/
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