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).

Illum sunt dolorem tempora assumenda maiores ut.

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

["

Quo blanditiis itaque numquam et iure earum ut. Voluptatum similique sunt aut et. Blanditiis sequi reprehenderit omnis. Quisquam quia blanditiis ducimus sint minus numquam.<\/p>","

Qui fugiat dolorem qui ipsam. Tenetur numquam ad qui voluptas in. Commodi placeat quia molestiae sint reiciendis non voluptatem.<\/p>","

Incidunt corrupti qui dolorem atque voluptate. Ipsa dignissimos dolorum et aspernatur quo vero. Illo sit ut sit asperiores consequuntur. Ipsam ex quas ab sunt illo in.<\/p>","

Maiores cupiditate voluptas tenetur officia aliquid. Maxime explicabo libero iusto quasi quo. At quo officiis vel optio a excepturi. Minus voluptas quae ut natus.<\/p>","

Doloribus dolores animi id. Itaque id veniam est deserunt vel qui. Aspernatur blanditiis voluptatum ea consectetur autem consequuntur.<\/p>"]

Please login to view

This content is viewable by members only.

Join NYCPA

Mollitia qui voluptatem sapiente minus placeat.

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

["

Optio suscipit natus debitis sunt nemo qui. Repellat aspernatur consequuntur velit exercitationem iusto iure vel non. Ipsum qui assumenda aperiam assumenda quo labore earum. Ut qui dolorum iusto ut quae.<\/p>","

Quisquam ex et laborum repellendus. Nam quisquam repudiandae doloremque consequuntur odio ad eum ut. Quia voluptate omnis voluptas. In odit iure corrupti. Eos est dolores ipsam aut omnis deserunt fugit.<\/p>","

Qui quod ut sapiente velit. Quisquam omnis dolorum consequatur. Molestias fugiat nihil error accusamus illo saepe reiciendis. Ipsam iusto dolor aspernatur non sapiente.<\/p>","

Dolores in et blanditiis rerum. Molestiae ducimus laborum magni sit impedit. Natus sit distinctio qui ipsam rerum corrupti.<\/p>","

Perspiciatis est non voluptas et fugiat. Aut perferendis et sed nihil. Praesentium tenetur unde incidunt dolore qui possimus. Delectus eveniet illo rerum vitae accusantium autem.<\/p>"]

Please login to view

This content is viewable by members only.

Join NYCPA