Attention FAE Customers:
Please be aware that NASBA credits are awarded based on whether the events are webcast or in-person, as well as on the number of CPE credits.
Please check the event registration page to see if NASBA credits are being awarded for the programs you select.

Want to save this page for later?



Family Office


Committee Members

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

Gilad Rand
Anchin Block & Anchin LLPManhattan/Bronx
Warren D. Abkowitz KPMG LLP Manhattan/Bronx
Anna Akopian
Callaghan Lucerino & Associates LLP Suffolk
Joseph L. Ali PKF O'Connor Davies, LLPManhattan/Bronx
Cyndi Altebrando
Nancy Burner P.C. Suffolk
Gautam Anumukonda
SGC & Associates LLPNassau
Constantine Baris
Baris Financial Management Limited Nassau
Francesco Barone
KKR Financial Services Company LLCManhattan/Bronx
Charles A. Barragato BDO USA LLPSuffolk
David M. Barral Northern TrustManhattan/Bronx
1 2 3 4 5 6 7 8 9 10 ...

View on one page »

Committee Meetings

Meeting schedule currently unavailable

Want to get involved with this committee? Visit the committee application to join today!

Join This Committee

About the Family Office Committee

Committee Action Plan

Who We Are  

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.

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 NYSSCPA 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.