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Family Office Resources

June 18, 2019|

SFO MFO

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.

Read the full story on The CPA Journal here.

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2019 Family Office Guide | FINTRX

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