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Navigating Family Office Complexity: Modern Solutions for Tomorrow's Wealth Management

The realm of Family Office (FO) operations, whether single or multi-family, is intricate and multi-faceted. From estate and investment planning to the diversity of assets like real estate, collectibles, and beyond, FO dynamics weave a web of legal, tax, and financial intricacies. As client needs evolve and younger generations seek digitally integrated solutions, how do client advisory services (CAS) and wealth management firms effectively navigate this terrain?

Join industry experts John Yeager (Whitley Penn), Sharon Berman (Rehmann), Rebecca A. Makely (Withum), and moderator Kim Blascoe (CPA.com) as they delve into the challenges, strategies, and breakthroughs in Family Office verticals.

Learning Objectives:

  • Identify the challenges of managing numerous transactions and recognize the benefits of unified tech stacks that cater to both tech-savvy and traditional clients.
  • Analyze automated bill-pay and expense management solutions with an emphasis on trust, privacy, security, and ease-of-use.
  • Recognize strategies for multi-entity consolidation in larger FOs, focusing on seamless integration of various entities such as trusts and foundations.
  • Determine the pivotal role of accounting firms in FO dynamics, from managing AP/AR operations, budgeting, and forecasting to forging collaborative relationships with other finance experts.

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