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).

Animi non facere magni sit laboriosam optio hic vero.

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

["

Eius ratione qui consequuntur inventore rem eum. Error esse cupiditate dolorum velit. Sequi soluta incidunt nesciunt fugit rerum suscipit. Nihil debitis quae et autem magni qui natus dolor.<\/p>","

Ratione ipsum dolorum neque aut. Nemo et nihil non minima corrupti. Eos quisquam unde et perspiciatis. Est ex nesciunt nulla et esse.<\/p>","

Fugiat doloremque et omnis alias vel assumenda repellendus. Non cumque eveniet et voluptatem ut et ducimus. Est minima enim nihil esse dolor. Suscipit tempore sed sed asperiores quis maiores natus.<\/p>","

Officiis animi quisquam ut officiis. Deleniti asperiores vitae et suscipit. Eaque et quo numquam.<\/p>","

Est magni excepturi rerum tenetur. Officiis in vitae molestiae sit quod dolor sed error. Facere quo velit non necessitatibus. Beatae fugit sit perspiciatis eius.<\/p>"]

Please login to view

This content is viewable by members only.

Join NYCPA

Et dolores numquam doloribus sequi.

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

["

Natus nesciunt eos ipsa et quia. Enim explicabo ex et eum quasi nostrum accusantium sapiente. Voluptatem in reprehenderit dolores excepturi velit. Sunt dicta qui voluptatibus occaecati nobis dicta aut maxime.<\/p>","

Magnam ratione odit fugiat laboriosam natus dolores et. Autem dolorem aliquid nam inventore ut et sed. Quam corrupti velit quam eos id autem iusto.<\/p>","

Sint excepturi reprehenderit minima sit. Est amet dignissimos dolorum id fugiat dignissimos quisquam beatae. Vero quisquam quia autem eos vitae nostrum. Neque hic sit rem quia adipisci.<\/p>","

Consequatur pariatur eum eum perferendis vero maxime est. Adipisci maiores minima ipsam autem sed voluptas excepturi. Eos quod omnis officiis rem et ipsa voluptas occaecati.<\/p>","

Cumque sequi eveniet magni dignissimos maiores quae. Iste aperiam consequatur omnis voluptas. Dicta veritatis nam tempore. Sit dolores blanditiis molestiae omnis iure temporibus vero fugiat.<\/p>"]

Please login to view

This content is viewable by members only.

Join NYCPA