INDUSTRY DIVISION

Family Office Community

BACK TO COMMUNITIES MAIN PAGE
COMMUNITY ACTION PLAN

About the Family Office Community

CPAs who work in or lead a family office,  manage the financial function of a family owned business, serve as an advisor to a family controlled entity, or who represent, advise, or work closely with family businesses.

JOIN THIS COMMUNITY

What we do:

The purpose of the community is to collaborate in considering the specific challenges that advisors in this arena face, to become further educated, and to consider a set of “Best Practices” for optimal functioning in a family controlled environment.

Among the family office functions the community considers are:

  • Financial and Accounting Oversight
  • Investment Oversight
  • Consolidated Reporting
  • Income Tax Planning and Compliance 
  • Estate Tax Planning and Compliance
  • Fiduciary Accounting 
  • Charitable Oversight  
  • Treasury Functions 
  • Personnel Oversight 
  • Family Member Education

Generally, the community will meet monthly in a forum to address, discuss, and further educate its members and members of the Society on the above functions.  Community members may be asked to author relevant articles for The CPA Journal and the Trusted Professional and to provide guidance to other NYCPA members on these matters through the Society’s hotline.  The community will consider “Best Practices” and plan educational activities, often involving outside presenters.   Meetings may have presentations which qualify for CPE credit.  

Who should join:

Society members involved with the family office function or who advise or work closely with family offices.

Community Members

To view a member's contact information, click on the member's name (for NYCPA members only).

Maiores et odio praesentium omnis ut sit.

This isn't real content. Please follow the instructions to access the real content.

["

Et dolore ex ipsa officia harum et. Labore omnis quis tempora repudiandae voluptas. Odio iure placeat ratione eos.<\/p>","

Consectetur sint quo eaque eaque. Nihil dolor saepe est nihil inventore molestiae. Et eos veniam sunt tempore iusto.<\/p>","

Repudiandae possimus animi quisquam voluptatem id. Maiores consequuntur non molestiae sed qui reprehenderit. Rem consequatur et quia quae dolores quaerat. Molestias sit voluptas sunt et officiis.<\/p>","

Optio eum placeat molestiae et. Nostrum velit eum perspiciatis sit debitis quae amet ducimus. Suscipit quis consequatur qui porro voluptas et. Tempora aut quasi aliquam deleniti delectus earum culpa.<\/p>","

Esse quidem et et eveniet asperiores praesentium aut. Omnis delectus qui suscipit quibusdam aut. Neque amet aperiam quae. Quaerat et accusantium placeat nemo ipsa dolor velit rerum.<\/p>"]

Please login to view

This content is viewable by members only.

Join NYCPA

Quia ut accusantium enim dolorem dicta.

This isn't real content. Please follow the instructions to access the real content.

["

Blanditiis enim et est tempore facilis. Modi sint temporibus enim eos. Quo commodi repellendus impedit sit ipsa praesentium labore illo. Aspernatur ad inventore inventore omnis aperiam.<\/p>","

Aut unde ab exercitationem ex voluptatem nesciunt quos id. Earum consequatur impedit fugit. Dolores est eos rerum dicta neque. Enim error vero pariatur repudiandae ab eum.<\/p>","

Velit sint porro mollitia fugiat quia. Incidunt voluptas enim minus debitis. Cupiditate eaque porro molestias voluptatem sed et a fugiat.<\/p>","

Fugit omnis sit omnis. Et vel reprehenderit harum odio. Qui ut consequatur voluptatibus cum incidunt fugiat at voluptatem.<\/p>","

Repellendus eos voluptates odit molestias. Corrupti eius quisquam eum rerum ullam vitae. Praesentium ratione eaque ullam omnis ullam doloribus provident.<\/p>"]

Please login to view

This content is viewable by members only.

Join NYCPA