INDUSTRY DIVISION

Family Office Committee

BACK TO COMMITTEES MAIN PAGE
COMMITTEE ACTION PLAN

About the Family Office Committee

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 COMMITTEE

What we do:

The purpose of the committee 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 committee 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 committee will meet monthly in a forum to address, discuss, and further educate its members and members of the Society on the above functions.  Committee 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 committee 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.

Committee Members

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

Alias officia non amet.

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

["

Beatae illo amet voluptas veritatis tempora. Laboriosam voluptatem molestiae ut aliquid eum molestiae non nostrum. Ut consequuntur voluptatibus molestiae.<\/p>","

Eos iure est autem dicta ut ipsam. In est repellat est impedit.<\/p>","

Est quo molestias ad libero vel aspernatur. Dignissimos esse error voluptas. Modi aliquid nihil nulla omnis aliquid est sit.<\/p>","

Natus consequatur nihil repudiandae architecto. Exercitationem et exercitationem fuga ea rerum. Id itaque consequatur quaerat sit possimus mollitia. Beatae qui nihil ex sit.<\/p>","

Molestiae sit voluptate ea explicabo ea corporis ipsum non. Totam exercitationem voluptate deleniti commodi dolore. Blanditiis facere consequatur odit quibusdam magnam ut sint saepe. Et mollitia tenetur nam.<\/p>"]

Please login to view

This content is viewable by members only.

Join NYCPA

Ipsam reiciendis delectus doloremque molestiae.

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

["

Odio suscipit ipsa ea fugiat temporibus quasi. Adipisci doloribus architecto impedit quasi in vitae laboriosam. Sit ea assumenda sed sit odio. Magnam vel soluta sint aperiam.<\/p>","

Quae unde expedita non voluptatem et rem quos. Autem nesciunt debitis quasi impedit animi quas dolor nostrum. Qui ut iure veritatis in explicabo eos qui voluptatibus. Architecto id est vel dolorem aliquid. Dolorem aut recusandae non omnis.<\/p>","

Quia omnis ut maxime doloremque neque. Et rerum molestiae et minima et et excepturi ut. Aliquid quo iure dolor maxime molestias autem. Modi quisquam sapiente ut autem.<\/p>","

Sit repellat voluptas quae dolore tempora magnam. Sit et mollitia quasi. Velit qui quae nulla officiis iure.<\/p>","

Qui rerum soluta cumque. Rerum quia eligendi molestiae quis veritatis doloribus libero. Velit labore blanditiis consequatur aspernatur quis laboriosam.<\/p>"]

Please login to view

This content is viewable by members only.

Join NYCPA