Running a Family Office

With Matthew Allen, the John L. Ward Center for Family Enterprises

Tuesday, October 24

Time:  6:00 pm - 8:00 pm ET

In Person Meeting 

UBS, 1285 Sixth Avenue, New York, New York

Increased accounting and reporting complexity, data security, generational change, keeping up with technology, scaling staff resources....these are among the many issues facing family offices. Join us for a discussion on how to deal with these issues led by Dr. Matt Allen, the John L. Ward Clinical Professor of Family Enterprises and Executive Director of the Ward Center for Family Enterprises.

Dr. Matt Allen

Dr. Matt Allen is the John L. Ward Clinical Professor of Family Enterprises and Executive Director of the Ward Center for Family Enterprises. His expertise is in the area of family learning, family entrepreneurship and the development of the next generation. Professor Allen has taught entrepreneurship and family entrepreneurship courses at the undergraduate, graduate and executive levels. His teaching approach has earned him numerous awards and invitations including the Poets and Quants Best Undergraduate Business Professors for 2020. At the executive level, Professor Allen has worked with audiences across the globe with a special interest in Middle Eastern, Asian and Latin American markets. Fluent in Spanish, Professor Allen is comfortable teaching in both English and Spanish

Professor Allen is active as a consultant to family businesses around the world and in addition to his independent consulting work has done work in partnership with various global family business consultancies. In addition to the experience gained working for his family's business, he worked as a financial analyst at both IBM and Hewlett Packard before entering academia. Professor Allen earned his B.A. in accounting from the University of Utah, M.B.A. from the University of Notre Dame and Ph.D. from Cornell University.