Description
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:
- 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
Speaker(s):