The CPA as “Wealth Custodian”

Once fixated on, “What happened?”
Now focused on, “What’s coming?”

In the past, high-net-worth (HNW) families primarily sought financial 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, HNW families have been increasingly seeking alternative investments; in fact, in 2018 nearly half (46%) 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 office and how to overcome it
  • Reduce manual work & become more efficient, less costly & add value
  • Build a superior family office practice

CPA Wealth Custodian

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