INDUSTRY DIVISION

Family Office Community

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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.

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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).

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