Family Office CPAs

have moved from recording “what happened”
to asking “what’s coming?”

In the past, wealthy families primarily sought investment advice from their financial advisors, as the name implies. That approach made sense when the majority of a wealthy family’s assets was invested in equities, as financial advisors consequently were able to provide advice based on fairly comprehensive knowledge of the family’s financial picture. However, wealthy families have been increasingly seeking alternative investments; in fact, in 2018 nearly half (46 percent) of the average family office portfolio was dedicated to alternatives including private equity, hedge funds and real estate.

Download this white paper to discover:

  • The challenges facing family offices and how to overcome them
  • Efficiency & value through reduced manual work 
  • How to build a superior family office practice

CPA Wealth Custodian