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

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

Standard: $49.00


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.


  • Kevin Cumley, Senior Director, Accountants Program, Sage
  • 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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