March 2020
Vol 7 | Issue 290

Q&A with Arthur Andrew Bavelas of Family Office Insights

Founder and CEO

Principal Series:

Family Office Insights, Arthur’s RoundTable, gathering update.

By now most are aware that the containment efforts for Covid-19 got a massive shove into serious this week.

I can’t possibly predict what today will bring, and of course it would be folly to try and predict what things will look like in a few weeks.

The approach that seems to make sense for now is simply to try and make the best decisions day-by-day. For now, all gatherings are still on, until they are not. You are of course welcome to your own decisions at any time, and/or wait and see.

In times like these, concerning ourselves with anything other than the health and safety of our loved ones and other humans, seems trivial and irrelevant.

It is in this spirit I offer you some solace and good advice from the people on the frontlines. Yesterday, Friday March 13th, Family Office Insights members were able to listen and watch a timely up-to-the-minute Webinar/Teleconference about how to thwart the Covid-19 threat. A Practical Approach to Managing Risk. On the Webinar/Teleconference was arguably the best qualified practicing medical professionals on the planet.

I was able to convince my friend Jordon Shlain, M.D. founder of Private Medical (with over 800 of your peers, family offices and Ultra High Net Worth individuals as concierge medical clients) to peel off his stellar team from the front line and convene for the Family Office Insights community his lead professional staff for a 1 hour Webinar/Teleconference. They did not focus this valuable time on how bad things are, but rather what you can actually do for you and your family now!

If you would like to listen to the audio, please email: admin@familyofficeinsights.com and ask for A Practical Approach to Managing Risk audio.

Please note below another opportunity to learn more from our dearest, smartest Lara Stein, founder of BOMA (one of a kind virtual COVID-19 Summit).

Alert from our friends at BOMA:

Following our event on March 13th, we are partnering with the Boma global teams, around the world, on March 23rd, to host a one of a kind virtual COVID-19 Summit. Over a 24 hour period, across 10 countries, experts from around the world will give local and unique global insights to challenges and solutions for COVID-19. You can find out more and register here

Daniel Kraft will be hosting the US Segment of this virtual summit at 5pm PST, March 23rd. The summit is free for everybody, so tune in.

Stay tuned for more and soon. Thank you, Arthur


Family Office Insights is a voluntary, “opt-in” collaborative peer-to-peer community of single family offices, qualified investors and institutional investors. Join the community here www.familyofficeinsights.com



Arthur Andrew Bavelas of Family Office Insights

Arthur Andrew Bavelas, Founder of BavelasGroup Family Office, Family Office InsightsArthur’s Round Table Series, Family Office Funding Challenge , Global Business Network  & The Family Office Impact Summit

As a globally recognized entrepreneur, author, and family office investor. Arthur Bavelas is a pioneer in developing one of the first private opportunity review networks, Family Office Insights, for investors within the family office community.

Fostering a collaborative method of evaluation and delivering a more efficient potential investment pipeline, Family Office Insights initiates timely peer-to-peer review of limited access investment opportunities.

Driven by dissatisfaction at lack of choices for private capital allocation, he founded Family Office Insights in 1998 to provide meaningful access and engagement opportunities for active, socially conscious entrepreneurs and wealth managers.

Mr. Bavelas draws upon his own experience founding, building and exiting a successful technology startup to evaluate current opportunities that often feature innovative intellectual property, bridge customer/market access, or solve some of the world’s most daunting challenges.

As a founder of The Family Office Impact Summit and other impact efforts, Mr. Bavelas seeks to raise awareness and provide open access to technologies and innovation to effect societal and environmental change.

He frequently speaks about wealth preservation, the new economy, entrepreneurship and legacy investing. His has co-authored several books and has been published in The Wall Street Journal, Bloomberg, and many others.