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AICPA ENGAGE 2019


TAX19ER05 - When to Form a Family Office


Jun 13, 2019 7:00am ‐ Jun 13, 2019 7:50am

Standard: $49.00

Description

This session will cover everything you wanted to know regarding forming a family office. We will discuss the benefits and the costs of forming a family office and will discuss the pitfalls that many families fall into during the organization of the family office. A discussion on Multiple Family Offices versus Single Family Office and do you really need a family office. During this session we will also discuss the foundation of the family office and discuss mission statements and governance.

When you leave this session you will have the knowledge needed to evaluate when and if you need to form a family office.

You will leave this session with knowledge of the fundamental core topics that need to be discussed with your families.

Speaker(s):

Tags: TAX CFP EA

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