Gain an understanding of: the types of family offices; the life cycle of a family office; and the strategies and needs of a family office. Apply the elements of the personal financial planning process to the family office environment. Discover opportunities available to CPAs in supporting and offering family office services.
Recognize and identify the different types of family offices
Recognize the elements of the family office life cycle
Identify the strategy and needs encountered by family offices
Identify how personal financial planning is a family office service
Contrast the virtual family office with other types of family offices