Name: Serving Family Office Clients: What CPAs Need to Know
Start: 2026-10-27T14:00:00Z
End: 2026-10-27T15:15:00Z

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Tuesday, October 27, 2026 Webcast Replay

2:00 PM - 3:15 PM EDT

ON24

1.5 CPE Credits in SK

This event is part of Membership

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This presentation helps CPAs understand the role of a family office and the broad range of needs it supports for high-net-worth families. It outlines common family office structures and services, giving practitioners a practical framework for identifying opportunities to provide coordinated tax, financial, estate and advisory support.

DESIGNED FOR

CPAs and tax, financial and advisory professionals

BENEFITS

Understand the evolving role and structure of family offices and how they serve high-net-worth families.
Identify opportunities to provide coordinated tax, financial, estate planning and advisory services to family office clients.
Gain insights into the key challenges facing families of wealth, including succession, leadership transition and the transfer of wealth to the next generation.
Better understand the considerations involved in establishing and operating a family office, including costs, talent and organizational structure.
Recognize emerging trends in family office services, wealth transfer and charitable giving.

HIGHLIGHTS

The evolution of the family office and current asset and cost considerations involved in establishing and maintaining one
Single-family offices (SFOs) vs. multi-family offices (MFOs), including the advantages and considerations of each
Family office talent, leadership succession and the skills needed to effectively serve families of wealth
The impact of the significant transfer of wealth to the next generation and how changing expectations may affect family offices
Trends in charitable giving, including the use of private foundations and donor-advised funds (DAFs), as well as the key concerns facing wealthy families and family businesses

COURSE LEVEL

Basic

Cynthia Adams Harrison, Ed. D., LICSW

Managing Director

PKF O'Connor Davies, LLP

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Pat Soldano

President and Founder & President (Policy and Taxation Group)

Family Enterprise USA

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Katherine E. Zech, CPA
(4.6)

Partner

PKF O'Connor Davies, LLP

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PRICING

$0.00 - Member*

$88.00 - Nonmember

* This event is part of Membership+, an exclusive benefit of NJCPA membership.

Note: Online pre-registration will close on October 27 at 2:00 PM.

Serving Family Office Clients: What CPAs Need to Know (E2610474)