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ENGAGE 2020


PST2032 - PST2032. Family Office: Automating Support Functions for High Net Worth Clients


Jul 24, 2020 3:50pm ‐ Jul 24, 2020 4:40pm

Description

The evolving needs and complexity of family offices is driving the need for expanded accounting support. With challenges such as disparate entities, manual processes and little control over workflow – family offices stand to benefit from technology that can bring automation, streamlined processes and increased visibility to analyze information and make better informed decisions.

Learning Objectives:
  • Recognize how accounting firms are helping their family offices/HNW individual clients securely and efficiently manage their back-office work
  • Identify best practices and tools to grow your business
  • Indicate how to quantify the value of your services for these clients

Speaker(s):

  • Kevin Cumley, Senior Director, Accountants Program, Sage Intacct
  • Mitch Weintraub, CPA, Managing Partner, Cordia Partners
  • Kevin Au, Senior Director Product Marketing, Accountant Channel, Bill.com
  • Sophia Loh, Partner, Family Office, Frank, Rimerman + Co.

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