A growing area of expertise among CPAs is the addition of family office financial planning and management to their practices. Family office services may include the more familiar financial, tax, and estate planning issues, as well as asset oversight or management, cash management, and risk management. Since family office practices typically work with high-net-worth (HNW) individuals, comprehensive wealth transfer planning is also an important component.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging their intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions.