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TAX1914 - Family Office & Financial Planning

Jun 12, 2019 11:30am ‐ Jun 12, 2019 12:45pm

Standard: $49.00


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.

Learning Objectives:

  1. Recognize and identify the different types of family offices
  2. Recognize the elements of the family office life cycle
  3. Identify the strategy and needs encountered by family offices
  4. Identify how personal financial planning is a family office service
  5. Contrast the virtual family office with other types of family offices


  • Randy D. Abeles, CPA, Partner, RSM
  • Susan M. Tillery, CPA/PFS, AEP, (Distinguished), President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
Tags: TAX

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